Audit & Assurance Services


Throughout my career I have developed a proficiency in several audit areas. I have gained this experience in a large firm and small firm environment. My experience and advanced audit technology tools have allowed me to complete audit engagements at more affordable rates. Since I don't use staff on engagements, I can only undertake engagements that are of a size that will allow me to complete the work in a timely manner and to insure the audit services are performed in accordance with auditing standards generally accepted in the United States of America. I also have the philosophy of only accepting a limited number of engagements because I want to be sure I can deliver the attention and communications the client expects from me.

Audit & Assurance Services

  • Audits of Small Nonpublic Companies
  • Audits of Employee Benefit Plans including extensive experience dealing with the U.S. Department of Labor - I know what the DOL requires in the complicated area of audit documentation
  • Audits of Local Governments. This service can include the preparation of the financial statements if the local government has the expertise or staff to prepare the statements but would rather the statement preparation by included in the audit services
  • Audits of Nonprofit Organizations
  • Reviews of Financial Statements
  • Outsourced Internal Audit Projects – Domestic and International
  • Attest Engagements and Agreed-Upon Procedures Engagements
  • EPA Attest Engagements – RFS2 Agreed Upon Procedures