Insurance
Captive Insurance
Dealerships
Employee Benefit Plans/401k
Government
Nonprofit
Small- to Medium-Sized Businesses
Tourism and Hospitality
Insurance
Statutory accounting (SSAP) specialists for property and casualty, life, and health insurance carriers, managing general agents, risk retention groups, and warranty companies.
With 50 years in the insurance industry, we understand how a carrier functions from every angle. Your team spends less time explaining statutory accounting to its auditors and more time running the company.
Common services include: statutory audit, GAAP conversion, reserve review coordination, premium tax, and internal control assessment.
Captive Insurance
Serving single-parent captives, group captives, cells, risk retention groups, and the managers who administer them.
We provide audit and tax services to more than 250 captives across many U.S. domiciles. Whether you have a single-parent captive, protected cell structure, agency captive, or risk pool, our team has the experience to help you navigate your audit and tax needs. We work directly with captive managers, which keeps requests organized and deadlines on track.
Common services commonly used: captive audit, captive tax filings (including 831(b) considerations), and feasibility support.
Dealerships
Serving auto, RV, powersports, and equipment dealers.
Dealership accounting has its own vocabulary: floor plan interest, LIFO reserves, factory statements, contracts in transit, F&I income recognition, and department-level gross. Most dealers need tax planning and clean monthly reporting, often an audit, and a review or compilation their floor plan lender requires. We handle all three.
Common services include: tax preparation, reviews and compilations, LIFO analysis, cost segregation, financial statement audits, entity structuring, and owner tax planning.
Employee Benefit Plans and 401(k)
Serving plan sponsors and pooled employer plan providers nationwide.
Once a plan crosses the participant threshold that requires an audit, the audit becomes part of the sponsor’s fiduciary responsibility. The Department of Labor can reject deficient audits, and the consequences land on the sponsor. We perform a high volume of 401(k), 403(b), ESOP, and health and welfare plan audits each year, and both the AICPA and the DOL point to auditor specialization and volume as key indicators of audit quality.
Common services Include: 401(k) plan audits, 403(b) plan audits, health and welfare ERISA plan audits, DOL cybersecurity readiness assessments for plan fiduciaries, internal control and operational compliance reviews.
Government
Serving cities, counties, special service districts, territories, public authorities, charter schools, public infrastructure districts (PIDs), infrastructure financing districts (IFDs), and municipal entities.
Government audits run under Government Auditing Standards, commonly called the Yellow Book, with GASB reporting on top and often a single audit alongside it. Deadlines are statutory, the report goes to a governing body in a public meeting, and the state auditor or cognizant oversight agency may review the work. We schedule government engagements around the fiscal yeareend calendar so the report lands when the entity needs it.
Common services include: Yellow Book audit, single audit or program-specific audits, GASB implementation support, agreed-upon procedures, performance audits, and fraud risk assessment.
Nonprofit
Serving charities, foundations, associations, religious organizations, and social service agencies.
Nonprofit accounting carries requirements that for-profit entities never encounter: net asset classification, donor restrictions, functional expense allocation, in-kind contribution valuation, and, for organizations spending federal awards above the threshold, a single audit under the Uniform Guidance. Add Form 990 as a public document that donors and watchdog groups actually read, and the stakes go beyond compliance.
Common services include: financial statement audit, single audit, Form 990 and 990-T preparation, outsourced accounting, and board and governance advisory.
Small and Medium-Sized Businesses
Serving privately held companies, professional practices, construction, manufacturing, and services.
Owners here usually need three things: accurate books, a tax position that saves money, and someone to call before a decision instead of after it. We scope the engagement to where your company is now and add support as it grows.
Common services include: outsourced accounting and controller support, business and owner tax planning, audits, reviews and compilations, growth advisory, and succession planning.
Tourism and Hospitality
Lodging, outfitters, restaurants, and seasonal operators.
Our Moab office sits in the middle of one of the most seasonal economies in the country, which taught us how to work with businesses that make most of their revenue in a handful of months. That means cash flow planning built around the season, sales tax compliance across jurisdictions, and reporting that shows how the season is tracking.
Common services include: outsourced accounting, tax planning and compliance, cash flow forecasting, and reviews and compilations.
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