Audit & assurance
Statements your lender
will sign off on.
Reviews, compilations and audits for lenders, boards and grantors, led by a partner who has signed hundreds.
Priced on scope
Peer reviewed pass, every cycle
The right level of assurance, not the most expensive one.
A lender may only need a review. A grantor may need an audit. We tell you which, and we keep the field work short.
Book a consultation
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Compilations, reviews and audits
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Nonprofit audits, including Single Audit
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Agreed-upon procedures
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Fieldwork planned around your close
How an engagement runs
1
Planning
Scope, timeline and a list of what we need.
2
Fieldwork
Usually one to two weeks, mostly remote.
3
Draft
Draft statements and findings, reviewed with you.
4
Report
Signed report, delivered to your lender or board.
Fees
Fixed. Your letter sets the figure before we start.
Review
From $6,500
Limited assurance for lenders and boards.
Analytical procedures and inquiry
Reviewed financial statements
Management letter
Audit
Most chosen
From $14,000
Full assurance for grantors, lenders and investors.
Fieldwork and testing
Audited financial statements
Board presentation
Final fees depend on size and complexity, and are fixed in your engagement letter. Independence rules mean we cannot audit a client whose books we keep.
★★★★★
Our first federal grant needed a Single Audit. Denise walked our board through it line by line.
Laura Bennett
Executive director, Riverside Pantry · client since 2020
Questions clients ask
Review or audit: which do I need?
Ask the lender or grantor what they require. If they aren't sure, we'll ask them for you.
How long does an audit take?
Six to ten weeks from planning to the signed report, with one to two weeks of fieldwork.
Can you audit us if you do our books?
No. Independence rules don't allow it. We can refer you to a firm that can.
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
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Last year’s federal and state returns
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Recent bank and card statements
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Any IRS or state notices you have received
Eleanor Ashcombe
Managing partner · takes most first consultations
Tell us about your business
A partner replies within one business day.
CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair