To begin the process, please reach out to our office. We'll assess your needs and arrange an in-person meeting with our professional staff. This initial consultation allows us to understand your requirements better and establish a working relationship. If we determine that our services align with your needs, we'll proceed to outline a plan, including timelines and fee structures.

Determining the need for an audit or other attest services is a crucial fiduciary responsibility. Non-profit organizations receiving government funding typically require an audit, unless granted a waiver. For other entities, audits may be necessary for various reasons, including requests from management, members, or contributors. We often recommend alternating between full audits and reviews to balance thoroughness with cost-effectiveness. Our professional team will explain the appropriate level of service during our initial meeting.

Our firm offers competitive pricing for our services. We typically provide an upfront cost estimate for the engagement or agree on an hourly rate before commencing work. This approach ensures transparency and allows clients to budget accordingly.

We consider engagements regardless of location. Our firm proudly serves clients across the United States and internationally. If we determine that we cannot deliver services to the highest standard in a particular location, we will gladly refer you to a firm with the appropriate expertise.