For CPA Firms
We welcome audit and review referrals from tax and bookkeeping firms whose clients need attest work they don't offer, or can't take on because of independence. We do the engagement you refer, and your client relationship stays yours.
Our commitments to referring firms
- We stay in our laneWe perform only the engagement you referred. We don't solicit your client's tax, bookkeeping, or advisory work.
- Your client stays your clientIf your client asks us about other services, we send them back to you.
- You stay in the loopWith your client's permission, we coordinate timelines and requests with you so nothing surprises anyone.
- We work around your calendarWe schedule fieldwork around your filing deadlines and use schedules you already prepare where appropriate.
What we take referrals for
Any of our audit and assurance services.
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.
How a referral works
- Introduce usCall or email with your client's situation and deadline.
- Scoping callWe meet with your client, and with you if you'd like.
- EngagementWe perform the engagement and coordinate requests with you.
- Hand-backFinal report delivered, and your client continues with you for everything else.
Have a client who needs an audit?
Call us or send a note with the basics. We'll respond within one business day.