Services: Audit & Assurance
-
Agreed Upon Procedures: How They Work and When to Use Them
Agreed upon procedures let CPAs investigate specific financial concerns without a full audit. Learn how AUP engagements work and when to use them.
-
How to Choose the Right Lender for Small Business Financing
Learn how to choose the right lender for small business financing, from traditional banks and SBA loans to alternative options.
-
Going Concern: How to Evaluate and Address Red Flags
A going concern assessment determines if a business can meet its obligations over 12 months. Learn the red flags and reporting impacts.
-
Can You Claim an Elderly Parent as a Dependent
Learn if you can claim an elderly parent as a dependent on your taxes, including income limits, the 50% support test, and deductions.
-
Sell a Business for More by Proving Operational Efficiency
Operational efficiency helps you sell a business at a premium. See how IT, manufacturing, and outsourcing gains attract buyers.
-
Mileage Tax Deduction: How to Deduct Every Mile You’re
Learn how to claim your mileage tax deduction using the IRS standard mileage rate for business, medical, and charitable driving.
-
Employee Benefit Plan Audit: Why Qualified Auditors Matter
An employee benefit plan audit is required for plans with 100+ participants. Learn ERISA audit requirements, how to choose a qualified auditor, and what…
-
Business Succession Planning
A business valuation expert helps succession planning by determining fair market value, identifying valuation discounts, and preventing costly disputes among successors.
-
Gift Tax Return Filing
Find out when you need to file a gift tax return using IRS Form 709, who is required to file, key annual exclusion limits,…
-
Interim Financial Statements
Interim financial statements give stakeholders quarterly or monthly visibility into business performance, catching problems that annual financial reporting misses.