Services

Audit, Accounting, Tax and Advisory

Everything a business, nonprofit or community association needs from a CPA firm, from one team. Every engagement is led by a senior CPA and priced at a fixed fee before we start.

Fixed fees, agreed upfrontSenior CPA on every engagementOne document request listAll 50 states

Find the right service

Two quick questions and we'll point you to where to start.

I'm a
I need to
Audit, review or compilation?

Three levels of CPA involvement

The right level depends on who will rely on your statements. Lenders, grantors, regulators and your governing documents usually set it.

Compilation

No assurance
  • We present your numbers in proper financial statement form
  • Small businesses, small HOAs, internal use
  • Fastest and lowest cost
Compilation services →

Review

Limited assurance
  • Analytical procedures and inquiries of management
  • Mid-size nonprofits and HOAs, many lenders
  • Often required by state charity and HOA laws
Review engagements →

Audit

Reasonable assurance
  • Testing, confirmations and an evaluation of controls
  • Larger nonprofits, federal awards, investors and banks
  • An opinion your stakeholders can rely on
Financial statement audits →

How every engagement works

1

Scoping call

A 30-minute call to understand your organization, who needs the work and your deadline.

2

Fixed-fee proposal

A written proposal with scope, timeline and one fixed fee. No hourly billing.

3

One request list

Everything we need on day one, uploaded through a secure portal. No surprise follow-up lists.

4

Delivered on schedule

A senior CPA reviews every deliverable and walks you or your board through the results.

Get started

Tell us what you need. We'll send a fixed-fee proposal.

Not sure which service fits? A senior CPA will confirm what your lenders, funders or regulators require and recommend the right scope, at no cost.

  • Proposal within two business days of your scoping call
  • Businesses, nonprofits and HOAs in all 50 states
  • No hourly billing and no surprise invoices
Request a Scoping CallBrowse Free Guides