Audit & Assurance
Independent audits, reviews, compilations, and agreed-upon procedures, done with a collaborative approach and no surprises.
Our audit and assurance services
Choose the engagement your lender, board, grantor, or agency is asking for. If you aren't sure, we'll help you read the requirement.
Financial Statement Audits
For lenders, investors, boards, and sureties that need the highest level of assurance.
Reviews & Compilations
Lower-cost options when your lender or agency doesn't require a full audit.
Nonprofit & Single Audits
Including Yellow Book and Uniform Guidance audits for organizations spending federal funds.
Employee Benefit Plan Audits
401(k) and other plan audits filed with Form 5500.
HOA Audits
Audits and reviews for homeowner and community associations.
Agreed-Upon Procedures
Targeted procedures on specific accounts, contracts, or compliance requirements.
Contractor Licensing Statements
Reviewed and audited statements for NSCB and Utah licensing and bonding.
Audit, review, or compilation?
The right level depends on who will rely on your statements. Requesting more than you need costs money; requesting less can delay a loan or license.
| Compilation | Review | Audit | |
|---|---|---|---|
| Assurance | None | Limited | Reasonable (the highest level) |
| What we do | Present your financial information in statement form | Inquiry and analytical procedures | Testing, confirmations, and evaluation of internal controls |
| Often required by | Some lenders and internal users | Lenders, sureties, licensing boards | Lenders, investors, grantors, regulators, boards |
| Relative cost | Lowest | Moderate | Highest |
An audit shouldn't feel adversarial.
We bring independence and professional skepticism to every engagement, along with clear communication and a schedule you can plan around.
- Clear timelines and feesAgreed on before fieldwork begins.
- One request listOrganized up front, so your team isn't hit with surprise asks.
- Direct access to your CPAThe CPA who plans your engagement is the one who does the work and answers your call.
- Standards you can defendEngagements performed under AICPA standards, including Yellow Book and Uniform Guidance when required.
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.