Streamlining the Audit Process
We understand that the audit process can seem both intimidating and stressful. Our audit procedures are carefully developed to insure that your audit complies with all requirements of the specific type of audit, that your documents and confidential information are always secure, and that the audit creates minimal disruption to your daily operations.
Read more about our Audit Process
Our Audit Process
Our audit team has decades of combined audit experience, including expertise in:
Private School Audits
We have many years of experience performing private school audits, and particularly for Catholic high schools. We are fully informed about diocesan requirements for these audits and have a good working relationship with the Church and the Diocese in Rhode Island.
Our experienced audit specialists are completely proficient in Employee Requirement Security Act (ERISA) filing requirements, so we can help ensure that your Form 5500 filing is fully compliant. We work seamlessly with you and your third party plan provider to complete the required audit.
We are members of AICPA’s Employee Benefit Plan All Audit Quality Center, EBPAAQC so you can be assured that our audit expertise is always current.
If your plan enrollment has recently passed the 100 participants threshold, we can help you determine whether you meet the 80/20 rule or need to file an audit for the first time.
Audits for Financing or Investors
If you require an audit for bank financing or investors, our audit team goes beyond just preparing your complete and accurate audited financial statements. Before we release your financials, we always test all your covenants to make sure you are in compliance. If there is a problem, we can advise you on how to correct it, because we understand that your financing is critical to your success.
No matter which type of audit you need, our audit team can assure you of accuracy, compliance and the best service.
To get started with your audit process, call us today or complete our form.