OUR SERVICES

Financial Statement Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company’s profitability and efficiency.

Agreed-Upon Procedures Engagements

When you need an accountant’s report on financial data or schedules that don’t necessarily fit the standard definition of financial statements, an agreed-upon procedures engagement may be appropriate. Our team will meet with you to define the scope of a project to fit your particular needs.

Audits, Reviews & Compilations

We provide financial reporting on all three levels of assurance:
• Audit – an intensive examination with the highest level of assurance
• Review – some analytical procedures conducted with limited assurance
• Compilation – based upon client information provided and used primarily for internal use.

Employee Benefit Plan Audits

The choice of a plan auditor is an important one, and the experience and qualifications of the auditor should be a key decision point considered by the plan administrator in selecting a professional. A quality audit will help protect the assets and the financial integrity of your employee benefit plan and ensure that funds will be available to pay retirement, health, and other promised benefits to plan participants. Further, a quality audit can help you comply with your legal responsibility to file a complete and accurate annual return/report for your plan each year. Because an incomplete, inadequate, or untimely audit report may result in penalties being assessed against you as the plan’s administrator, selection of an experienced and reliable auditor is very important. Each year we perform numerous audits of employee benefit plans and our professionals have the requisite knowledge, training and experience to make us well qualified to serve your needs.

Financial Forecasts and Projections

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company’s financial goals.

Internal Control Assessments

An effective system of internal control is a key driver of business performance and one of the best protections against business failure. Internal control is an integral part of an organization’s risk management process, and when actively monitored by those charged with corporate governance, can enhance an organizations ability to leverage opportunities and counter threats to achieving the organization’s objectives. Using our knowledge of internal control systems, we can help your organization evaluate the design and effectiveness of your internal controls and assist in the implementation of improvements that can position your company to better manage risk and enhance operating efficiency.

Financial Statement Services Team Leader

Bradford C. Hatchett

CPA, CVA

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