Offering a Wide Range of Assurance Services to Meet Your Needs

We provide a range of assurance services to enhance your confidence in your information, processes and systems. We provide assurance in many areas (not just traditional financial statements). We work with our clients to determine the specific service to provide based upon the importance of, and risk related to, the information, process or system, and the level of confidence desired.

  • Audits (including employee benefit plan audits)
  • Reviews, Compilations, Agreed-Upon Procedures
  • Peer Reviews

As a successful business for over 75 years, we understand people and what it takes to set and achieve goals. Our expertise reaches beyond technical matters. We’ve been there, we’ve done it and we can advise you on all aspects of your business.

What We Do

Build Your Foundation

Realize Your Potential

Establish Your Legacy

  • Assurance
    • Audits (Including Employee Benefit Plans)
    • Reviews, Compilations,
      Agreed-Upon Procedures
    • Peer Reviews
  • Management Planning and Advisory Sessions
  • Risk Assessments
  • Controls Assessments
  • Address Requirements of Lenders, Regulators, Investors, Other Stakeholders
  • Proactive Planning Meetings with Management

Rebecca J. Tres, CPA
Partner, Assurance