Service 02
Audit & Accounting Services
Audits, reviews, and financial statement services for non-profits, benefit plans, construction, and small business.
Overview
No two organizations carry the same reporting obligations, so we scope every engagement to the standard you actually have to meet — whether that is a funder requirement, a Department of Labor filing, a bonding company, or a board that simply wants assurance the numbers are right.
Our firm is licensed as a peer review firm with the Ohio Accountancy Board, and our most recent System Review received a peer review rating of pass. That external check is part of how we hold engagement quality steady from one year to the next.
What this engagement includes
- Audit and review services
- Non-profit organizations
- Employee benefit plans
- 401(k) and 403(b) type plans
- Small businesses
- Construction companies
- Agreed-upon procedures engagements
- Projections and forecasts
- Compilation and preparation of financial statements
- Other financial statement services
Questions we're asked
Audit & Accounting Services — frequently asked questions
What is the difference between an audit, a review, and a compilation?
An audit provides the highest level of assurance and involves testing, confirmations, and an opinion on the financial statements. A review is analytical and inquiry-based, giving limited assurance. A compilation presents management's figures in financial statement format with no assurance. Which one you need is usually dictated by a lender, grantor, or regulation.
When does a 401(k) plan need an audit?
Generally when the plan reaches 100 or more participants with account balances at the start of the plan year, though counting rules and the 80–120 participant transition rule can change the answer. We review the participant count with you before Form 5500 season so there are no late surprises.
How far in advance should we schedule?
For calendar-year organizations, most clients schedule fieldwork three to six months ahead. Retirement plan audits cluster ahead of the Form 5500 deadline, so earlier scheduling gives you more choice of dates.
Do you audit organizations that receive federal funding?
We regularly serve non-profit organizations with grant and contract compliance requirements. Bring your award letters to the planning meeting so we can scope the engagement to the compliance obligations attached to those funds.
Keep exploring
Other services from our firm
- 01
Tax Preparation
Individual, business, trust, and non-profit returns — filed accurately and planned for year-round, not just in April.
Read more - 03
CFO & Consulting
Fractional CFO, controller, and high-level advisory support — ongoing or for a single project.
Read more - 04
Payroll & Bookkeeping
Automated payroll, clean books, and QuickBooks setup so the back office stops consuming your week.
Read more - 05
IT Consulting
Network design, backups, disaster recovery, and cyber safeguards from consultants who also know your books.
Read more - 06
Third Party Administration
401(k) plan design, documents, Form 5500, and compliance testing — kept current, kept compliant.
Read more
Free initial consultation
Let's talk about where you stand.
A short conversation is usually enough to tell whether we're the right firm for your situation. There's no charge for the first one.