Audit
With over 45 years of experience, our firm provides comprehensive audit and compliance services through specialized practice groups. From financial statement audits to employee benefit plans, FDOT requirements, and federal contracting, our dedicated professionals deliver tailored solutions while maintaining the highest standards of regulatory compliance. We combine deep industry expertise with ongoing professional education to serve diverse client needs effectively.
Assurance Services
We provide three levels of financial statement assurance to meet the varying needs of stockholders, creditors, private investors, and bonding requirements.
Core Services:
- Audits (highest assurance)
- Reviews (limited assurance)
- Compilations (no assurance)
- Agreed-Upon Procedures
Audit Services:
- External verification with customers, banks, vendors, attorneys
- Physical inventory inspection and testing
- Obtain an understanding of the internal controls
- Full program and workpaper documentation
Review Services:
- Analytical procedures on financial statements
- Management team inquiries
- GAAP or other financial reporting framework conformity verification
- Required footnotes and disclosures
Compilation Services:
- Basic financial statement preparation
- Management representation basis
- Meets common lending requirements
Our Approach: We evaluate your specific circumstances and stakeholder requirements to recommend the most appropriate level of assurance, providing a dedicated team with direct access to professionals who understand complex financial reporting requirements.
What Sets Us Apart: Our extensive experience across diverse client engagements enables us to efficiently deliver the right level of assurance while meeting regulatory requirements and stakeholder needs.
Employee Benefit Plan Services
We provide comprehensive assurance services for employee benefit plans through our specialized practice group, backed by AICPA Employee Benefit Audit Quality Center membership.
Plan Types We Serve:
- Defined contribution plans (401(k), 403(b), profit-sharing)
- Defined benefit pension plans
- Employee stock ownership plans
- Union and multiemployer plans
- Master trusts
Core Services:
- ERISA Non-Section 103(a)(3)(C) (formerly full-scope) and ERISA Section 103(a)(3)(C) (formerly limited-scope) audits
- Form 5500 preparation and filing
- SEC 11-K filings
- Employee Retirement Income Security Act (ERISA) compliance review
- Department of Labor (DOL) reporting requirements
Regulatory Expertise:
- AICPA Employee Benefit Audit Quality Center member
- DOL and ERISA compliance specialists
- Ongoing professional education and certification
- Current with industry regulations and standards
Our Approach: We leverage decades of experience across diverse plan types and industries to ensure compliance while maintaining audit efficiency and quality.
What Sets Us Apart: Our dedicated EBP team maintains extensive regulatory knowledge through continuous education, professional memberships, and industry publications, providing expert guidance for complex benefit plan requirements.
Florida Department of Transportation (FDOT) Overhead Rate Audits
We provide specialized audit services for architectural and engineering (A/E) firms seeking to do business with the Florida Department of Transportation (FDOT).
We assess compliance with FDOT job cost accounting system requirements and provide FDOT assurance services in accordance with Generally Accepted Government Audit Standards (GAGAS), the provisions of Part 31 of the Federal Acquisition Regulation (FAR), Cost Accounting Standards, and reimbursement rates in accordance with the American Association of State Highway and Transportation Officials standards (AASHTO Guidelines).
Core Services:
- Overhead rate audits
- Job cost accounting system review
Regulatory Expertise:
- Generally Accepted Government Audit Standards (GAGAS)
- Federal Acquisition Regulation (FAR)
- American Association of State Highway and Transportation Officials (AASHTO) Guidelines
- FDOT requirements
Our Approach: Our specialized team conducts thorough audits that meet all FDOT prerequisites, helping contractors maintain compliance while managing their unique accounting and financial challenges.
What Sets Us Apart: Our deep understanding of government contracting requirements and FDOT-specific regulations allows us to efficiently guide clients through complex compliance processes.
