Assurance & Advisory
Compiled, reviewed and audited financial statements for the bank, bonding company, buyer or board that asked for them, from a dedicated assurance practice.
Start with what you're dealing with.
Most people call about this. Here is who picks it up.
A bank, board or grantor asking for audited or reviewed statements
Audits, reviews and compilations under current professional standards for businesses and nonprofits, run by a dedicated assurance practice rather than a tax team doing it on the side.
What's included.
Take one piece or all of it. Every engagement starts with a conversation about what you actually need.
- Compilations, reviews and audits
- Financial statements at the level of assurance you were asked for, with or without footnotes, under GAAP or another framework.
- We deal with whoever asked
- We work directly with the bank, prospective buyer or partner, or bonding company that requested the statements.
- Valuations and one-off projects
- Real estate valuations and consulting, and support for clients seeking business or mortgage financing.
- Ongoing reporting
- Meeting the reporting requirements that come with bank loans and federal and state subsidy programs.
Big-firm training, run locally.
Jake Galan built his career at a regional firm, a top-15 national firm and a top-8 global firm before leading our audit and assurance practice. He has reported under U.S. GAAP and IFRS, and run audits under GAAS and PCAOB standards.
Read Jake's bioWho handles it.
The practice is led by Jake Galan, CPA.
The rest of the firm.
- TaxationReturns for individuals, businesses, trusts and estates, planning done while it can still change the answer, and representation when the IRS or a state tax office writes to you.
- AccountingBooks kept current, payroll and bills handled, and financial statements someone senior will explain. For companies that need more, the whole back office, run as a fractional CFO.
- ConsultingThe tax and accounting side of a business decision, worked out before you commit: forecasts, breakeven, entity structure, buyouts, sales and financing.
Tell us what you're dealing with.
Send the notice, the question or the spreadsheet. A principal reads it and gets back to you with what it means and what we'd do. The first conversation is free.
Send us a message