Operating a business or nonprofit organization presents many challenges.  In today's environment of changing financial regulations and increasing demands for strong internal controls and sound fiscal management, you expect more from your accounting firm.  We recognize that your expectations are high.  We also recognize that "timely and responsive service" isn't just the latest business phrase; they are critical components of your business' continued success.  By working closely with your staff and taking the time to listen to their day-to-day concerns, we develop a big-picture understanding of your organization including your short- and long-term financial needs and operational goals.  In turn, we strive to provide you with timely information, resources and management recommendations that can help improve your organization's operations.

Whether you are a small business in need of a financial statement compilation for a loan application or a large nonprofit organization preparing for your first yellow book audit, our team of professionals can provide the audit, review and compilation services that will help you demonstrate fiscal management.  We will work with your staff and board of directors to help you develop sound internal control systems and policies and to verify that those controls are followed.

Some of our services include:

• Financial statement reviews and compilations
• Financial statement audits, including OMB Circular A-133 audits and employee benefit plan audits
• Agreed-upon procedures
• Identification of fraud factors and analysis of risk level
• Internal control systems and policies review and evaluation
• Budget and cash flow forecasts and analyses
• Employee benefit plan services
• 403(b) plan regulations
• IOLTA Pre-Certification
• Custody Rule Compliance Examinations

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