Wide Range of Services

We understand how to get an audit completed efficiently and in accordance with all applicable standards. One of our major strengths is the amount of time our Principals and Managers spend working face-to-face with our clients on audits, which we believe sets us apart from other accounting firms. 

Our audit approach is pretty simple: we perform a risk-based audit. We schedule time early in our audits to perform procedures aimed at identifying risks that could impact your financial statements, internal controls, or compliance with laws and regulations. Once significant risks have been identified, we design audit procedures that specifically addresses those risks. The overall result is an audit that is very focused on areas that have the most potential for causing material misstatements to your financial statements or material noncompliance. This also improves the overall efficiency and effectiveness of our audit procedures, which results in less disruptions to your daily operations.

In addition to audits, we also provide limited-scope audits (such as for employee benefit plans), agreed-upon procedures (AUP), and reviews and compilations. 

Whether you have a void in your accounting department, need assistance or training for your accounting staff, or need experienced assistance preparing for your audit, we have team members that are ready to help. We are experienced with many different types of accounting systems, including QuickBooks and Abila (formerly MIP), and are a QuickBooks Certified ProAdvisor. 

Our accounting assistance has included monthly and annual bookkeeping, account reconciliations and report preparation, indirect cost (IDC) proposal preparation, and audit preparation. 

Many of the nonprofit organization audits we perform include assistance with preparation of the Form 990 Information Return. We understand the different returns nonprofit organizations can prepare, including Form 990-N, Form 990-EZ, and Form 990-T, and will work with your accounting department to gather the information needed to complete the correct return efficiently and timely.

Because of the close involvement of our Principals and Managers with the services we provide, clients routinely look to us to provide recommendations on different aspects of their business. In many instances, these recommendations evolve into tailored training sessions for our clients. We offer a variety of training services that can be tailored to your specific operations. Topics of our training sessions have included

• Policies and procedures manual implementation
• Internal controls
• Understanding financial statements
• Budgeting
• Board/Council roles and responsibilities
• Form 990 understanding
• Uniform Guidance

We offer training sessions limited to one hour or for as long as several days. We are flexible and available to meet your needs.