AICPA Financial Audits and Reviews

Ensure your financial foundation is strong with our AICPA-compliant financial audits and reviews. Whether you're raising funds through Regulation Crowdfunding, Regulation A, managing a nonprofit, or running another non-public entity, our expert team delivers thorough, accurate assessments tailored to your needs. We highlight your financial strengths, address any gaps, and ensure compliance with regulatory standards. Present clear, reliable financial statements that build investor, donor, and stakeholder confidence. Your journey to financial clarity and compliance starts here.

Reg CF and Reg A/A+ Audits

Designed for businesses raising capital through Reg CF or Reg A/A+, these audits ensure your financials meet SEC standards. We help you present clear and accurate financial statements, fostering investor trust and smoothing your path to successful funding.

Audits for Nonprofits and Other Non-Public Entities

For nonprofits and non-public entities, our audits provide a detailed financial assessment, addressing compliance, donor reporting, and operational gaps. We equip you with the insights needed for sound decision-making, stronger donor confidence, and enhanced financial credibility with stakeholders.

SOC 1, Type I & Type II

Prepare for a SOC 1 examination with confidence. Our SOC 1 readiness service helps you get your internal controls documented, aligned, and operating before auditors step in. We assess control design for Type I readiness and operational execution for Type II readiness, identify gaps early, and guide remediation. The goal is simple: fewer surprises, smoother fieldwork, and a report that stands up to scrutiny.

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SOC 2, Type I & Type II

SOC 2 readiness means demonstrating your commitment to security before customers ask for it. We help you prepare for both SOC 2 Type I and Type II audits by aligning your controls with the Trust Services Criteria and ensuring they're not only well-designed but working effectively in practice. Whether you're addressing security, availability, or confidentiality requirements, we focus on practical readiness that makes your audit process smoother and ensures your controls genuinely reflect how your business operates.

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IT Readiness Assessments (CIS NIST COBIT and Others)

Get your IT environment ready before formal testing begins. Our IT readiness assessments evaluate your systems against frameworks like CIS, NIST, and COBIT to identify gaps, risks, and documentation issues early. We help you prioritize fixes, strengthen controls, and prepare evidence so future audits or attestations are structured, predictable, and far less disruptive.

Board & Audit Committee Advisory

Support your board and audit committee with clear, decision-ready insights. We help leadership teams and investors understand financial, operational, and control risks, without drowning them in technical jargon. Our work strengthens governance, improves oversight, and ensures stakeholders have confidence in what they’re seeing.

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Risk-Based Audit & Readiness Roadmap

Develop a focused, risk-based audit roadmap aligned to your growth stage, transaction goals, and reporting complexity. We identify what actually matters, from financial reporting and controls to operational risks, so your team can focus on the areas that drive value and reduce deal friction

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Control Assessment & Practical Remediation

We assess whether your controls work in practice, not just on paper. Our team identifies gaps that could slow an audit, raise diligence questions, or create reporting risk, then helps design pragmatic solutions your team can actually maintain..

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Internal Audit Co-Sourcing & On-Demand Support

Get internal audit support without building a full in-house team. We partner with management to provide targeted audit, risk, and readiness support, scaling up or down as needed. Ideal for lean finance teams preparing for audits, investors, or transactions.

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Audit-Ready Control Design

Design internal controls that support accurate reporting today and scale with your business tomorrow. We help companies put the right structure in place early, reducing audit friction, minimizing rework, and avoiding costly surprises as complexity grows.

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Ongoing Risk Monitoring & Readiness Check-Ins

Stay ahead of issues with periodic, right-sized monitoring. We help management identify emerging risks, maintain audit readiness, and address issues early, without creating unnecessary process or overhead.

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Process Documentation

Enhance clarity and compliance with our detailed process documentation services. We create thorough, accurate documentation of your processes to support SOX compliance and improve operational efficiency. Our team ensures that all procedures are well-documented, consistent, and easy to follow, providing a solid foundation for effective risk management and control.

Outsourced Accounting and Finance Advisory

Our outsourced accounting services go beyond the books. We deliver accurate, GAAP-compliant financials paired with practical guidance that supports smarter business decisions. From monthly close and reconciliations to financial reporting and strategic advisory, we help you maintain clarity and control over your financial picture. The result: clean financials, fewer surprises, and the confidence you need when engaging with investors, lenders, and regulators.