Independent CPA Audit. Reports You Can Trust.

A CPA audit is an independent examination of your financial statements performed by a licensed Certified Public Accountant. The audit engagement procedures confirm that your financial records are accurate, reliable, and presented usually in accordance with Generally Accepted Accounting Principles (GAAP). In addition, the result is an official audit opinion that lenders, investors, and regulatory agencies can rely on.

An audit is commonly required when a nonprofit must meet federal or state reporting thresholds, when a lender or investor requires audited financials as part of a financing agreement, when a government agency mandate audited financials for grant compliance, or when a company is preparing for a merger, acquisition, or significant transaction.

You simply schedule a consultation call.
* Confirm your financial period
* Review your documentation status
* Determine readiness
* Provide pricing and onboarding steps
An engagement letter is then issued to begin the audit.

CPA audits are performed in accordance with Generally Accepted Auditing Standards (GAAS) and other professional standards issued by the AICPA.

* Risk assessment and planning
* Evaluation of internal controls
* Substantive testing of accounts
* Audit evidence gathering
* Formal audit report issuance

Most audits require prior year financial statements, a current year trial balance, bank and investment account statements, accounts receivable and payable schedules, payroll records, fixed asset schedules, loan and debt agreements, board meeting minutes for nonprofits, and any relevant contracts or grant agreements. In addition, we provide a detailed document checklist once your engagement begins.

You will receive a formal audit report including the independent auditor’s opinion, audited financial statements. This includes a balance sheet, income statement, statement of cash flows, and notes to the financial statements – and if applicable, a management letter outlining any internal control observations or recommendations.

Yes. Many audits can be completed remotely using secure digital document sharing, virtual meetings, and electronic confirmations. However, depending on the nature of the organization, internal controls, or specific regulatory requirements, certain procedures may still require an on-site visit.