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Assurance & Audits

Our Services

Specializing in SEC practice, our team of professionals has extensive expertise in the initial public offering (IPO) process, the filing of registration statements, and the conduct of audits and reviews in accordance with the standards of the Public Company
Accounting Oversight Board (PCAOB). Our firm has significant experience and knowledge in initial and secondary public offerings, alternative public offerings (SPACs and reverse mergers), PIPEs and other private equity and debt financings, mergers, and acquisitions, general corporate and ongoing public company representation.

Assistance with disclosures in registration statements and private placement memoranda.

Agreed-upon procedure engagements to evaluate performance under contracts.

Audits of Employee Benefit Plans to meet IRS and Department of Labor compliance requirements.

Less extensive than an audit, but more involved than a compilation, a review engagement consists primarily of analytical procedures. A review doesn’t require us to study and evaluate your company’s internal controls or verify data with third parties or physically inspect assets. A review can be a cost-effective way to meet the requirements of third parties (such as lenders). By conducting a review, we can provide limited assurance about a client’s financial statements.
In compiling financial statements for a client, we assemble data from your records and presenting it in an appropriate financial statement format and expresses no opinion or assurance on the statements. For some businesses, this statement is sufficient enough to meet the needs of certain third parties such as banks as part of their lending covenants.
 
It depends on the requirements from your other parties as well as budgetary needs. Please contact us if you have any questions about which type report of financial statement is right for you.