Audit & Assurance.
Overview.
More than just accountants, our Audit & Assurance professionals take pride in developing a comprehensive understanding of your organization and leveraging this knowledge to assist your management team.
We provide a full range of financial statement services, including audits, reviews, compilations, and agreed-upon procedures. Our clients include corporations, partnerships, private schools, and not-for-profit entities. Our client businesses range from start-ups to large entities in various industries.
Our professionals develop an understanding of the ever-changing landscaping of your business or organization. Utilizing their extensive experience, our CPAs analyze the financial details to develop strategic, operational and financial recommendations. Our business approach is communicate with our clients throughout the year, not just at year-end. This enables us to provide quality services in an efficient, cost-effective manner.
Audits.
Audits
The firm’s senior personnel have over 25 years of experience performing financial statement audits, and compliance audits.
We specialize in audits of private companies (including engineering and architectural firms), small businesses, and mortgage brokers; not-for-profit organizations; and governments. We also serve common interest realty associations (CIRA) or condominiums and homeowners associations (HOAs), construction management companies, construction contractors, and subcontractors.
Compliance audits performed include single audits of federal and state awards as required by various governments and funding agencies, program-specific audits required by The Children’s Trust, and overhead audits required by the Department of Transportation in accordance with the Federal Acquisition Regulation (FAR), and the AASHTO guide.
We make the every effort to prioritize our team’s schedule to accommodate your deadline. This does matter to you. More importantly, we know how to avoid disrupting your business operations by using technology in our audits, We use a risk-based, data-driven approach to audits. This allows you to focus on your operations, and enables us to be more efficient in managing the audit.
Assurance.
Assurance
Reviews
Our assurance services include performing review engagements. These engagements are less in scope than an audit. Reviews do not contemplate the performance of risk assessments or understanding of internal controls. However, risks may have to be considered. A review involves the accountant performing inquiries and analytical procedures after developing an expectation of the results of those analytical procedures.
Compilations
Compilation services involve the accountant collecting the financial records and placing them in a format required by accounting standards. Our team has the requisite knowledge and experience in compiling financial statements in the industries we serve.
Agreed-upon Procedures
We perform agreed-upon procedures for several entities in various industries. This includes private schools that participate in the Step Up for Students program. Schools participating in educational scholarship programs such as Florida Tax Credit Scholarship, Family Empowerment Scholarship for Educational Options, Family Empowerment Scholarship for Students with Unique Abilities (formerly known as Gardiner and John M. McKay scholarships), and the Hope Scholarship that received a combined amount exceeding $250,000 during the state fiscal year beginning July 1, must file an annual fiscal accountability report. Schools must use an independent CPA with a current license to conduct the agreed-upon procedures.
CPAs performing agreed-upon procedures for the programs managed by Step for Students must provide a copy of their most recent peer review report. Our firm is subject to a peer review every 3 years.