Agreed Upon Procedures

The advantage of this type of engagement is that it is much less extensive than a full audit but more involved than a review, and it is tailored to produce the information that is of greatest importance to you.


In compiling financial statements for a client, we present information that is the “representation of management” and expresses no opinion or assurance on the statements. 

Employee Benefit Plan Audits

Your plans operations are carried out by many internal departments and third-party service providers, yet overall fiduciary responsibility lies with the plan officers who aren’t necessarily involved in the plans daily operations.

Financial Statement Audits

A financial statement audit is a methodical and objective examination of financial statements, including verification of specific information as determined by the auditor or established general practice.

Tax Services

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures we apply to the financial statements and various inquiries we make of your company’s management team.

Risk Advisory

Our Risk Advisory Services Group works closely with clients to assist in the identification and management of risk and the achievement of strategic objectives through an effective internal control structure.