CPA
Services
Audit & Assurance
Financial Statement Audit
Including Single Audits
Review Engagement
Limited assurance
Compilation
Statements without assurance
Agreed-Upon Procedures
Employee Benefit Plan Audit
Reg A+ Audit
Accounting
Bookkeeping
Monthly close and cleanup
Outsourced Controller
Your finance team, outsourced
Tax
Tax Preparation
990, 1120-H, business returns
Tax Planning
Lower what you owe
Advisory
Fractional CFO
Senior finance leadership, part-time
Financial Planning & Analysis
Budgets, forecasts and KPIs
Business Valuation
Sales, buy-ins and succession
Transaction Advisory
Due diligence and deal support
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Fixed fees, agreed before work starts.
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Who We Serve
By client type
Nonprofits
Audits, Single Audits, Form 990
HOAs & Condos
Reviews, audits, Form 1120-H
Businesses
Lender, investor and owner needs
By industry
Healthcare
Education
Construction
Technology & SaaS
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Service Areas
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VA
Virginia
Headquarters
NY
New York
TX
Texas
FL
Florida
CA
California
Serving clients nationwide
Remote and on-site engagements in every state. See the map.
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Resources
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Guides
State-by-state requirements
Blog
Plain-English articles
Case Studies
How we've helped others
FAQs
Quick answers
Free state guides
Thresholds, deadlines and checklists for VA, NY, TX, FL and CA.
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About
GreyWood CPA
Who We Are
Our story and promises
Meet the Team
Our partners and specialists
Credentials & Licensing
License #134961
Careers
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(804) 630-8140
(804) 630-8140
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Services
Audit & Assurance
Financial Statement Audit
Review Engagement
Compilation
Agreed-Upon Procedures
Employee Benefit Plan Audit
Reg A+ Audit
Accounting
Bookkeeping
Outsourced Controller
Tax
Tax Preparation
Tax Planning
Advisory
Fractional CFO
Financial Planning & Analysis
Business Valuation
Transaction Advisory
All services →
Who We Serve
By client type
Nonprofits
HOAs & Condos
Businesses
By industry
Healthcare
Education
Construction
Technology & SaaS
All who we serve →
Service Areas
State pages
Virginia
New York
Texas
Florida
California
All service areas →
Resources
Learn
Guides
Blog
Case Studies
FAQs
All resources →
About
GreyWood CPA
Who We Are
Meet the Team
Credentials & Licensing
Careers
Contact Us
All about →
Request a Scoping Call
Call (804) 630-8140
Services
Audit & Assurance
Independent audits, reviews, compilations and agreed-upon procedures, performed under AICPA standards.
Our Audit & Assurance Services
Choose the level of assurance your lenders, funders or board require.
Financial Statement Audits
The highest level of assurance, performed under GAAS.
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Review Engagements
Limited assurance on your financial statements at a lower cost than an audit
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Compilations
Financial statements prepared in proper form, without assurance.
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Agreed-Upon Procedures
Specific items checked for a third party, with no full audit needed.
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Employee Benefit Plan Audits
401(k), 403(b) and other ERISA plan audits for Form 5500 filings.
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Regulation A+ Audits
Each member of our team has at least 5 years of legal experience.
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Why Organizations Choose GreyWood CPA
Independent audits with fixed fees, senior-level attention, and a clear timeline from day one.
Fixed, transparent fees with no surprises
Senior CPAs on every engagement
Honest advice on whether you need an audit or a review
One clear document request list from day one
Nationwide service with remote-first fieldwork
Actionable control recommendations
Find the Right Level of Assurance.
Tell us who's requesting your financials and your deadline. We'll recommend the right service and send a fixed-fee proposal at no cost.
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