Service
Audit & Assurance
We sign our name to the numbers, not to the relationship. Every audit engagement rotates its lead partner every five years — a policy we hold ourselves to even though most regulators only require it at the largest firms, because familiarity is exactly what an audit is supposed to guard against.
Our audit practice covers full financial statement audits under GAAS, reviews and compilations for companies that don’t yet need a full audit, SOC 1 and SOC 2 examinations for service organizations, and Single Audits under the Uniform Guidance for organizations receiving federal funding above the $750,000 threshold.
We staff engagements lean and senior — a typical mid-market audit runs two people who both worked the prior year’s file, not a rotating cast of first-year associates learning the client from scratch.
Related
Other practices.
Tax Advisory
Multi-jurisdiction tax planning, entity structuring, and R&D credit studies — compliance is the floor…
Wealth Management
Portfolio construction, trust and estate services, and multi-generational planning — invested in the same…
M&A Advisory
Buy-side and sell-side diligence, valuation, and post-merger integration — most deals die in diligence,…
Business Consulting
Fractional CFO support, financial systems implementation, and operational efficiency reviews — you get a…