In addition to audit services to broker dealers, we provide audit services to not for profit organizations, local governmental entities, other small businesses, and employee benefit plans.
Our firm provides services to clients in 10-15 states across the United States.
We provide a high level of service through the use of technology, however we pride ourselves on being responsive to our clients through personal contact with both staff and the partner.
Our firm services small as well as large complex clients with multi-state operations. The fees are competitive. We pride ourselves in fast turnaround time and our ability to perform audits remotely using a secured portal for document exchange.
To ensure quality, we use the latest industry leading audit practice aids to serve our clients. Our top-down and risk-based audit approach means your engagement gets done efficiently and effectively. The quality of the firm’s audit work has been recently validated by our positive PCAOB inspection and peer review results. You will have direct access to decision makers including the managing partner.