We work with banks, lawyers, other audit firms and other professionals. Our firm works in collaboration with our referral partners to provide due diligence, internal controls and special projects. We provide outsourced accounting or audit preparation to resolve independence issues for audit clients of other CPA firms.
Helping Your Organization
Our role varies by engagement. Some referral partners need us to work long-term with their clients to fulfill a specific need. One recurring relationship is our Client Accounting Solutions (CAS) group where we outsource some or all of the accounting function or act as the part-time CFO or Controller. For other auditors, this solution helps their clients resolve support needs without impairing their independence issuing an opinion on their financial statements.
Some Partnering Solutions Include:
- Education for your banking or legal team
- Custom sessions for bank or law firm clients
- Outsourcing the accounting function
- Audit preparation
- Part-time CFO or Controllership
- Internal controls & internal audit
- Exit & family succession planning
- Specialized consulting
Working together just makes sense. Collectively we can provide an advanced level of exceptional client support. To learn more about how we can help you, please contact us at (801) 328-2011.