Audit & Assurance with minimal disruption

Assurance work should give stakeholders confidence without paralyzing your team. We design testing that meets the request—whether from a bank, investors, or ownership—while protecting your staff’s time.

When you may need us

A lender asks for reviewed financial statements, board members want agreed-upon procedures, or owners need independent verification for a transaction. Early-stage companies often need documentation to support valuation discussions.

Common problems we solve

Prior audits left unanswered questions, supporting files are scattered, or schedules do not reconcile to the general ledger. We also help teams document controls and evidence when staff turnover has interrupted good processes.

How we approach assurance

We start by clarifying the purpose of the engagement, then tailor procedures to satisfy that purpose. Expect a clear request list, open communication about progress, and reporting that speaks plainly to non-accountants.

From Burbank to Pasadena, local lenders and investors have their own preferences. We meet those expectations and explain them so you are ready for the next request.

Assurance packages with lender-ready output

Pick the level that matches your stakeholders. If you need a different scope, Contact Us and we will map it out.

Compilation Ready

Starting at $1,800

For owner-managed businesses that need compiled financials with a CPA cover page for internal use or informal requests.

Select what you need

Review Confidence

Starting at $4,200

For lenders or investors requesting reviewed statements, limited assurance, and responsive Q&A.

Select what you need

Agreed-Upon Procedures

Starting at $3,000

For targeted testing—such as revenue confirmation or expense sampling—requested by boards, partners, or regulators.

Select what you need