AUDIT

Auditing continues to be a substantial part of our public accounting practice. As independent Certified Public Accountants, we audit clients’ financial statements and express a professional opinion on the fairness of their presentation. Investors, consumers, creditors, governmental agencies, and other interested parties rely on our opinion when using the audited financial statements for decision-making.

As auditors, we have the advantage of an outside observer’s fresh perspective. We frequently examine management policies and procedures that can be strengthened and recommend areas of improvement that will ideally lead to greater efficiency and cost-effectiveness.

EMPLOYEE BENEFIT PLANS
Pension Plans: Defined benefit plans

» Cash balance
» Traditional

Pension Plans: Defined contribution plans

» 401(k) plans
» Profit sharing

» Employee Stock Ownership Plans (“ESOPs”)

Health and welfare benefit plans

» Medical
» Disability
» Life insurance
» Other fringe benefits

Trusts associated with benefit plans

» Master trusts
» Voluntary Employee Benefit Associations (“VEBAs”)

AFFILIATED NON-PROFIT ORGANIZATIONS

FOUNDATIONS

SPECIAL AUDITS OR PROJECTS 

» Audits of leases to determine if proper fees have been paid or revenue or expenses are proper
» Audit of a subsidiary or separate entity within an organization when the fees that would be charged by the organization’s primary auditors are not warranted because of the subsidiary’s significance
» Specific procedures applied to certain operations that do not require a full audit