Audit and Assurance Services

Audit and Assurance Services

Audits: The Gold Standard
Your bank, investors, or regulators need the highest level of assurance. An audit means an independent CPA firm has examined your financial statements and vouches for them. It’s thorough, it’s credible, and it opens doors—to loans, partnerships, and contracts that require audited financials.

Reviews: Independent Eyes, Less Intensive
You want external verification of your numbers, but you don’t need (or want) a full audit. A review gives stakeholders reasonable assurance without the cost or time commitment of a full audit. Many smaller businesses use reviews to satisfy lenders or build credibility with partners.

Compilations: Organized Numbers, Clear Reporting
You’ve kept good records, but you need professional-grade financial statements formatted for stakeholders. A compilation takes your data, organizes it using GAAP standards, and produces statements you can send to your bank, board, or investors with confidence.

Debt Covenant Compliance: Staying on the Right Side of Your Lender
If your loan agreement includes financial covenants (minimum cash flow, maximum debt ratios, etc.), your lender is watching. We monitor your compliance, alert you to problems early, and help you stay in good standing with your lender.

Agreed-Upon Procedures (AUP): Targeted Verification, Your Way
You don’t always need a full audit—sometimes you need specific areas of your financials examined by a CPA. That’s AUP. You tell us what matters: cash reconciliations, revenue testing, inventory counts, or grant compliance. We perform only the procedures you define, report our findings, and leave the conclusions to you. It’s flexible, cost-effective, and perfect for lenders who want targeted assurance, nonprofit grant requirements, or internal stakeholder needs. You get exactly the verification you need.

Employee Benefit Plan Audit (EBPA): Your Plan Deserves Its Own Audit
If you sponsor an ERISA-qualified employee benefit plan—401(k), pension, ESOP, defined benefit—regulators require an independent audit. Most CPAs treat it like a checkbox. We don’t. We understand ERISA requirements, Department of Labor rules, and the specific audit standards for benefit plans. Our EBPA service protects your plan’s credibility with the DOL, reassures participants that their benefits are properly accounted for, and keeps you compliant. If you sponsor a plan with 100+ participants, an audit is required. If you sponsor a smaller plan, we’ll tell you whether you need one. Either way, we make sure it’s done right.

Single Audit: Compliance Reporting for Federal Grant Recipients
If you received federal funding—disaster relief, government contracts, grants, or cost-reimbursable programs—you need a single audit. It’s not optional; it’s required. A single audit tests your organization’s financial statements and your compliance with federal program requirements. Miss this, and you risk funding clawbacks, penalties, and audit sanctions. We handle the full scope: financials, federal compliance testing, grant management review, and OMB Uniform Guidance compliance. We’ve helped nonprofits, government agencies, and contractors navigate single audits across Georgia. One audit, complete compliance, protected funding.

SOC Reporting: Service Organization Controls for Your Clients and Partners
If you’re a service provider—software platform, managed services firm, data processor, or outsourced function—your clients need assurance that your controls work. A SOC 2 (or SOC 1 for financial reporting) report demonstrates that your organization has designed and tested the controls that protect client data, process integrity, and security. In today’s vendor-risk world, SOC reporting is often non-negotiable for major clients or contracts. We guide you through the SOC engagement: scoping the controls, documenting your processes, testing compliance over a measurement period, and producing the report your clients require. SOC reporting isn’t a burden—it’s competitive advantage.