When it comes to your business, you need a partner that understands the day-to-day process of your business. We make it our job to ensure we connect with you and understand, specifically, what your business processes, where there are roadblocks and how we can help you to safely and effectively move through all necessary reviews. In fact, we like to think we take on the worrying for you, so you can focus on what’s important: growing your business.

Services include:

  • Agreed-Upon Procedures
  • ALM Consulting
  • ALM Validations
  • Ballot Counting and Verification Services
  • Consulting – Financial and Operational Assistance
  • Employee Benefit Plan Audits
  • Fraud Investigation and Bond Claim Assistance
  • Internal Audit Outsourcing and Assistance
  • Internal Control Reviews
  • Loan Reviews
  • Merger Due Diligence, Accounting and Regulatory Assistance
  • Opinion Audit Services
  • SOC (formerly SAS70) Reviews and Audits
  • State and Local Tax Services Offering Property, Sales/Use, Real Estate and Local Tax Expertise
  • Strategic Planning Facilitation
  • Tax Services
  • Training and Continuing Education for Board, Committees and Staff