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Assurance for Private Companies

Wise Moves. Bold Growth.

Your business isn’t just numbers on a balance sheet. It’s your work, your risk, and your
future. Protecting what you’ve built matters to us. Helping you grow it is what drives us.

We’re here to help you strengthen your financials, stay in control, and move forward with
confidence. We build assurance around your success story because you deserve more than
just numbers.

Trusted by Builders and Doers.
Proven Over Time.

For almost a century, we’ve been where business happens. We help private companies grow, pivot, and scale with purpose. From first-generation founders to multi-entity groups, we bring real-world experience, sharp insight, and a work ethic that matches yours.

Assurance That Strengthens,
Not Disrupts.

You’ve built a high-performing business. You deserve a team that meets you at that level.

We’ve got decades of experience, but we approach every engagement like it’s day one. You get fresh eyes, real focus, and real respect for the way you work.

No two companies are the same. Neither are our audits.

Whether you’re preparing for a raise, a sale, succession planning, or just tightening up your reporting, we help you deliver a financial story that earns trust from your board, your investors, your lenders, and your team. And we do it without slowing down your operations.

WHERE WE PLUG IN

Financial Statement Audits

Independent audits you can stand behind and so can your board, investors, and lenders.

Reviews and Compilations

When you need assurance without the full weight of an audit, we deliver the right clarity to keep you moving forward.

Internal Control Assessments

Strong numbers start with strong systems. We help you spot risks early, tighten operations, and keep everything running smoothly.

Agreed-Upon Procedures

If you have a specific concern, we design custom procedures that give you exactly the answers you need while adhering to the standards that build trust and keep you compliant.

Consulting on New Accounting Standards

New rules shouldn’t slow you down. We help you stay sharp, stay compliant, and stay ahead of the curve.

From Trust to Opportunity,
We’re with You.

Trust in your numbers doesn’t happen by accident. It’s built through smart systems, clear reporting, and a team that’s just as invested in your future as you are.

When your financials are strong, decisions get easier. Opportunities open up. Growth becomes real. We’re ready to help you get there with a foundation built to last.

Insights

The Return of R&D Expensing – What It Means for Your Business

For many companies, R&D is the lifeblood of business growth. Yet for years, the way businesses could recover their R&D…

When a Partnership Grows Up: Inside a C Corporation Conversion and What It Really Takes

When a Partnership Grows Up: Inside a C Corporation Conversion and What It Really Takes

Entity choice is rarely static. What works well in the early and middle stages of growth can become a constraint…

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.