Our Services
We provide specialized auditing and advisory services exclusively for governmental entities. Our team understands the complex regulatory environment in which public agencies operate and works closely with management to deliver accurate, compliant, and timely financial information.
We recognize the responsibility that comes with managing public funds. Our approach is grounded in technical expertise, clear communication, and a commitment to supporting our clients—not only during the audit process, but throughout the year.
Our services fall into two primary categories: Audit & Assurance Services and Advisory Services.
Audit & Assurance Services
Our audit services provide independent assurance that financial information is accurate, complete, and compliant with applicable standards and regulations. We take a collaborative, transparent approach—minimizing disruption to your operations while delivering audits that stand up to scrutiny.
Financial Statement Audits
We perform financial statement audits for governmental entities in accordance with generally accepted auditing standards (GAAS) and Government Auditing Standards (Yellow Book).
Throughout the audit process, we focus on:
• Understanding your operations, risks, and internal controls
• Providing clear communication and realistic timelines
• Identifying issues early and offering practical recommendations
Uniform Guidance (Single) Audits
For entities that expend federal awards, we perform Uniform Guidance audits (formerly known as Single Audits) in compliance with 2 CFR Part 200. These audits assess both financial reporting and federal program compliance.
Our Uniform Guidance audit services include:
• Testing of major federal programs
• Evaluation of internal controls over compliance
• Review of Schedule of Expenditures of Federal Awards (SEFA)
• Identification of compliance risks and findings
We help ensure your organization meets federal requirements while maintaining transparency and accountability.
Advisory Services
Our advisory services are designed to support governmental entities beyond the audit—whether you need help navigating complex accounting standards, strengthening financial processes, or meeting reporting deadlines. We work as an extension of your team, providing practical guidance tailored to your specific needs.
GASB Financial Reporting Assistance
Governmental accounting standards are constantly evolving. We assist clients with the interpretation and implementation of new and existing GASB standards, helping ensure accurate application and compliance without unnecessary complexity.
Year-End Closing & Annual Financial Reporting
We provide hands-on assistance with year-end close processes and the preparation of annual financial statements. This includes support with journal entries, reconciliations, disclosures, and financial statement presentation to help streamline your close and reduce audit adjustments.
Cash Reconciliation Projects
For entities facing complex or long-standing reconciliation challenges, we offer focused cash reconciliation projects to identify discrepancies, correct balances, and improve ongoing cash management processes.
State Financial Compliance
We assist governmental entities in understanding and complying with state-specific financial reporting and compliance requirements, helping reduce risk and improve consistency in reporting.
Federal Compliance & SEFA Preparation
We support clients with federal compliance matters, including:
- Preparation and review of the Schedule of Expenditures of Federal Awards (SEFA)
- Assistance with federal grant compliance requirements
- Guidance on documentation and internal controls
Our goal is to help you stay audit-ready and confident in your federal reporting.
Frequently Asked Questions
What types of entities do you serve?
We work exclusively with governmental entities, including cities, counties, school districts, special districts, and other public agencies. Our team specializes in governmental accounting, auditing, and compliance requirements.
What is the difference between an audit and advisory services?
An audit provides independent assurance on your financial statements and, if applicable, federal compliance. Advisory services are non-audit services designed to assist management with financial reporting, compliance, and special projects. Advisory services are collaborative and supportive and do not replace management’s responsibilities.
Are advisory services allowed if you also perform our audit?
Yes, in many cases. We carefully evaluate independence requirements before providing any advisory services to audit clients. Certain services may be limited or structured to ensure compliance with professional independence standards.
What is a Uniform Guidance (Single) Audit, and do we need one?
A Uniform Guidance audit is required if your entity expends $1,000,000 or more in federal awards during a fiscal year. The audit evaluates both your financial statements and your compliance with federal grant requirements.
What is a SEFA, and who is responsible for preparing it?
The Schedule of Expenditures of Federal Awards (SEFA) summarizes federal grant activity for the year. Management is responsible for the accuracy of the SEFA, but we can assist with preparation or review as part of advisory services, depending on independence considerations.
When should we start preparing for our audit?
Audit preparation should begin well before year-end. We recommend starting planning discussions early, completing reconciliations timely, and addressing any known issues in advance. Early preparation helps reduce audit time, stress, and potential findings.
Can you help if our financial records are behind or out of balance?
Yes. Through our advisory services, we assist clients with year-end closing, cash reconciliations, and cleanup projects. These services are especially helpful during staff transitions, system changes, or after periods of delayed reporting.
Do you assist with implementing new GASB standards?
Absolutely. We provide guidance on new and existing GASB pronouncements, including interpretation, implementation considerations, and financial statement presentation. Our goal is to help you understand what’s required and apply it accurately.
How long does the audit process take?
Timing depends on the size and complexity of your entity and how prepared records are at the start of the audit. We work with clients to establish realistic timelines and maintain clear communication throughout the process.
What can we do to reduce audit findings?
Strong internal controls, timely reconciliations, accurate documentation, and early communication all help reduce audit findings. We also provide recommendations throughout the audit to help strengthen processes going forward.
Do you provide assistance outside of the audit cycle?
Yes. Many of our advisory services are provided throughout the year, not just at audit time. Ongoing support often leads to smoother audits and stronger financial reporting.
Who will we work with during our engagement?
You will work with an experienced audit and advisory team that understands governmental accounting. We prioritize consistency, accessibility, and clear communication so you know who to contact and what to expect.
How do we know which services we need?
We’re happy to discuss your situation and help identify the services that best meet your needs. Our approach is practical and tailored—no unnecessary services, no one-size-fits-all solutions.