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.
Licensed CPA serving Burbank, Los Angeles, and the San Fernando Valley.
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.
Review Confidence
Starting at $4,200
For lenders or investors requesting reviewed statements, limited assurance, and responsive Q&A.
Agreed-Upon Procedures
Starting at $3,000
For targeted testing—such as revenue confirmation or expense sampling—requested by boards, partners, or regulators.