As CPAs, we perform all services with objectivity and integrity. For attestation, there is an additional requirement to be independent a term with special meaning to CPAs. We place our business valuations, forensics and investigative accounting services in this category, along with audits, reviews, and the other attestation engagements for which independence is required. Fully understanding the implications of the name, we call this the "Assurance Services Group." We believe you deserve assurance commensurate with your chosen service; it helps you make decisions with confidence.
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Audits
We plan our audits for an opinion on your financial statements. But we believe you should get the best possible value from your audit. Our audit risk analysis promotes efficiency. And we use what we learn to give you a better picture of your company and how it performs relative to others in your specific industry.
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Reviews
We use analysis and observation techniques, rather than the verification procedures of an audit, to give limited assurance on your financial statements. This well-defined service is often an acceptable and more efficient alternative to an audit. Even so, we gather the data to present your business trends just as we do with an audit.
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Agreed-Upon Procedures
When you need answers to specific financial or business process questions, the agreed-upon procedures engagement can do that, with assurance. Tell us what you want to know, and we’ll help you determine how to find it. Then we do the procedures and give you the results. If this fits your need, it is both effective and efficient.
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Attestation
In today’s rapidly changing world, we offer needed assurance for your navigation through the intricacies of business. Transactional due diligence, compliance with contracts, other assertions made by you and to you in the course of business are among the subjects of our attestation services. Whether our report is one expressing an opinion or the findings from agreed-upon procedures, you make better-informed decisions.
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Forensic Investigative Accounting
We have the expertise to assist in all phases of dispute resolution. Forensic and investigative accounting, auditing, damages assessment, neutral evaluation, and financial consultation, among others, are skills we bring to the litigation team. Our experts testify in courts at all levels. We offer credentials and experience in accounting and finance, taxation, valuation, investments, entrepreneurship, accountant’s liability, and other areas.
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Forecasts and Projections
When you need a review or compilation of your prospective financial statements, we provide that service. We can also assist you in building or validating electronic business models to use in “what if” analysis or to forecast future results of your business plan. Financial modeling can promote goals achievement, enhance financing alternatives, and enable performance measurement.
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Peer Reviews
CPA firms generally are required to have a review of their auditing and accounting practices every three years. Our team captains have conducted over 300 peer reviews of other CPA firms. In our own peer reviews, the firm has consistently received good reports. Our latest report is available upon request.
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Performance Measurement
Most managers of small business rely on financial statements to measure performance. And for lagging indicators, that’s fine. However, the elapsed time between a financial event and observing its impact on the financial statements varies greatly among companies. In some cases, months pass before management action can be taken. Better late than never? Perhaps that’s true, but you should know that a performance measurement system with leading indicators gives early warning of trends needing attention. That translates into extra dollars in the bank. Let our professionals tell you more about this new service.
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