Attest Services & Other

Attest Services & Other

At its core, an attest service is a CPA’s professional opinion on the validity of an assertion made by a company’s management. This opinion enhances the credibility of the information, giving confidence to investors, lenders, and other stakeholders.

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Business Valuation

Business valuation is the process of determining the economic worth of a business. It’s a complex process that involves analyzing various aspects of the business, including its financial performance, assets, liabilities, and market conditions.

Whether you are selling or buying a business, raising capital, merging or acquiring a business, tax purposes or divorce proceedings we got you covered.

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Preparation of Financial Statements

We will take detailed financial date, a journal or a bank statement and will create the financial statements, BS, IS, Statement of CF and Statement of Equity changes.

Business professionals working together at office desk, hands close up pointing out financial data on a report, teamwork concept

Compilation of Financial Statements

We will take the financial data provided by the client and arrange it into the standard format of financial statements (balance sheet, income statement, cash flow statement, and statement of retained earnings/changes in equity). We will present it in a standard way accepted by interested third parties.

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Review Financial Statements

We will analyze your company’s financial documents to gain insights into its financial performance, position, and cash flows. This process helps stakeholders, including management, investors, and creditors, make informed decisions.

Busy with her tax return filing

AUP Agreed -Upon Procedures

An Agreed-Upon Procedures (AUP) engagement is a type of assurance service where an we perform specific procedures agreed upon with the client and any intended third parties. We report the factual findings of those procedures, but will not provide an opinion or conclusion on the subject matter.

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EBP Auditing

EBPs are a crucial part of employee compensation packages, offering financial security and well-being. EBPs are subject to various regulations, including the Employee Retirement Income Security Act (ERISA), and must adhere to specific accounting and reporting standards. Audits ensure compliance with these rules. We will make sure fiduciary responsibility is met by plan sponsors, assess the financial health of the plan and help protect the participants by detecting any errors, irregularities or fraud that could jeopardize their benefits.

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