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 or Regulation A, or managing other non-public entities, 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 confidence and support your success—your journey to financial clarity and regulatory 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 Other Non-Public Entities

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

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Operational Audits

Optimize your business operations with our comprehensive operational audits. Whether you need a functional, performance, process, or safety audit, our expert team provides detailed evaluations to identify strengths, uncover inefficiencies, and ensure compliance. We deliver actionable insights to enhance operational effectiveness, improve safety, and streamline processes, helping you achieve your performance goals and maintain high standards.

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Other Agreed Upon Procedures & Compliance Audits

Ensure precision and compliance with our tailored agreed-upon procedures and compliance audits. Whether you're addressing specific requirements or regulatory standards, our expert team delivers customized audits that provide clear, actionable insights. We help you meet your unique compliance needs and maintain rigorous standards, supporting your operational and financial integrity.

SOC 1, Type I & Type II

Ensure the effectiveness of your internal controls with our SOC 1 audits. Our SOC 1 Type I and Type II reports provide a comprehensive assessment of your controls relevant to financial reporting. Type I evaluates the design of controls at a specific point in time, while Type II assesses the operational effectiveness over a period. Our expert team delivers detailed insights to help you maintain compliance, enhance trust with stakeholders, and improve internal processes.

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SOC 2, Type I & Type II

Safeguard your data and build client trust with our SOC 2 audits. Our SOC 2 Type I report reviews the design of your controls at a specific moment, while Type II assesses their effectiveness over time. We evaluate against the five Trust Services Criteria: security, availability, processing integrity, confidentiality, and privacy. By providing a thorough examination of your controls, we help you enhance your data protection practices and demonstrate your commitment to high security standards.

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IT Audits (CIS, NIST, COBIT, Other)

Boost your IT governance with our thorough IT audits. We evaluate your systems against industry standards such as CIS, NIST, and COBIT, ensuring your IT environment meets critical security and compliance requirements. Our detailed assessments provide actionable insights to enhance your IT controls, protect your data, and manage risks effectively.

Audit Committee Support

Strengthen your audit committee’s effectiveness with our tailored support services. We provide the insights and resources your audit committee needs to make informed decisions, ensuring alignment with SOX requirements and best practices. Our team helps you navigate complex regulatory landscapes, enhancing oversight and improving governance. Equip your audit committee with the expertise it needs to excel.

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Audit Plan Development

Develop a strategic audit plan that ensures compliance with SOX regulations and improves your control framework. Our audit plan development services focus on identifying high-risk areas, aligning audits with your operational goals, and ensuring a streamlined process. We provide you with a roadmap that drives effective audits and helps mitigate risks. Build a proactive audit plan that keeps your organization compliant and secure.

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Control Testing and Remediation

Ensure your internal controls are working as intended with our specialized testing and remediation services. We perform in-depth assessments to identify control deficiencies and provide practical solutions to address them. Our team supports you through the remediation process, strengthening your compliance with SOX requirements and improving overall control effectiveness.

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Internal Audit Outsourcing

Focus on your core operations while we handle your internal audit needs. Our outsourcing services provide you with a skilled audit team that evaluates your internal controls, risk management, and compliance processes. We ensure that your audits align with SOX standards and identify opportunities for improvement. Gain peace of mind and maintain strong oversight with our comprehensive audit solutions.

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Internal Control Design

Strengthen your organization's internal control framework with our specialized design services. We tailor internal control systems to ensure compliance with SOX requirements, focusing on financial reporting accuracy and risk mitigation. Our team helps you design controls that align with your operational processes and reduce the risk of financial misstatements.

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Ongoing Compliance and Monitoring

Stay ahead of compliance requirements with our ongoing monitoring services. We provide continuous oversight of your internal controls and processes to ensure they remain effective and SOX-compliant. Our team helps you identify and address potential risks in real time, providing peace of mind and maintaining your operational integrity.

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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.

Individual Tax Return Prep (including Schedule C)

Whether you’re a self-employed professional or need help with your personal tax return, our team is here to guide you. We prepare your individual tax return, including Schedule C, with a focus on accuracy, compliance, and maximizing deductions. Trust us to manage the complexities of your tax filing, so you can focus on growing your business or managing your personal finances.

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Business Tax Preparation

Maximize your tax savings with our customized business tax preparation services. Whether you operate as a C-Corp, S-Corp, Partnership, or LLC, we provide expert guidance to ensure your tax returns are compliant and optimized for your specific business structure. Let us handle the details so you can focus on your business goals.

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Corporate Transparency Act Compliance

Meet your Corporate Transparency Act obligations effortlessly with our specialized compliance services. We assist with the collection and reporting of beneficial ownership data, ensuring your business complies with federal regulations. Let us handle the complexities so you can focus on running your company.