Assurance That's Lean, Precise, & Built for Confidence.
Good audits catch errors. Great ones catch blind spots. We’ve been serving as trusted advisors since 1940, not just accountants.
We use Assurance to tell your story and build trust in the systems behind the numbers. No wasted motion. No bloated timelines. Just clear results, backed by deep experience.
Audits Don’t Impress.
Trust Does.
Trust from your board. Your investors. Your team.
That’s what we build TOGETHER. Not with fluff. Not with friction. Assurance that doesn’t just defend, it defines your financial fact pattern.
Fundraising? Exit on the horizon? Board pressing for clarity? That’s when it matters most to have your financials dialed.
Our approach is lean, smart, and designed to reduce friction while never compromising on integrity – yours, ours, or the numbers.
WE’VE BEEN DOING THIS SINCE 1940.
BUT WE’RE NOT STUCK THERE.
For decades, we’ve helped companies scale, get acquired, go public, and stay in control. From SaaS startups to legacy family businesses, we’ve been there, bringing the reps and earning trust through real relationships, not transactions.
Here’s how we can plug into your team and add value where it counts:
We specialize in employee benefit plan audits, making sure everything’s in line with regulations and giving your team and stakeholders financials they can trust.
We assess your IT systems and controls to make sure they’re secure, compliant, and built to support your business without unnecessary risk. From SOC 1 and SOC 2 audits to HITRUST certification readiness, we help you demonstrate trust to clients, partners, and regulators.
For privately held businesses, we tailor our audits to help you clearly show your financial position—whether it’s for your board, lenders, or potential investors.
Public companies face high expectations. We deliver the accuracy and depth you need to stay compliant and transparent with shareholders and the SEC.
We dig deep into your financials through on-site exams, giving lenders a clear read on asset-backed risk and helping everyone make smarter decisions.
When financial disputes head to court, we bring the numbers. Our team offers expert analysis and clear testimony to help you make your case with confidence.
We audit hundreds of funds across structures and geographies, delivering confidence, compliance, and clarity where it counts.
Clear, efficient nonprofit assurance that builds trust in your numbers and confidence in your mission.
You Hate Surprises. So Do We.
We never want to hear “I wish I had known” from a client. We work alongside you with an eye on precision to surface what matters, spot the blind spots, and make sure your numbers tell the right story.
Whether you’re prepping for a deal, facing new regulations, or just want fewer late-night “what ifs,” we’re here to make sure your financials instill confidence when the stakes are high.
Let’s build your next chapter, with confidence driving every decision.
Our Assurance Experts
Insights
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Influence
Podcast
Interviews and conversations with some of the leading entrepreneurs, founders, and luminaries in the industry.
Impact
Podcast
Experiences of not-for-profit organizations that are having a significant impact in our communities.