Audit and Attest

Financial statement audits, reviews, compilations, and agreed upon procedures for organizations that answer to regulators, lenders, boards, or federal grantors.Our audit practice is concentrated in insurance, captive insurance, government, nonprofit, and employee benefit plans. Statutory accounting principles, Government Auditing Standards, and the Uniform Guidance are part of our daily work, not something we pull out once a year.

Tax

Compliance and planning for businesses, owners, and the specialty entities in between.

We handle corporate, partnership, and individual returns, along with the positions general practitioners tend to avoid: captive insurance tax under 831(b) and related provisions, dealership LIFO and inventory methods, nonprofit unrelated business income, and multi-state allocation for companies operating across jurisdictions.

Tax

Compliance and planning for businesses, owners, and the specialty entities in between.

We handle corporate, partnership, and individual returns, along with the positions general practitioners tend to avoid: captive insurance tax under 831(b) and related provisions, dealership LIFO and inventory methods, nonprofit unrelated business income, and multi-state allocation for companies operating across jurisdictions.

SOC and IT Audit

SOC 1, SOC 2, and SOC 3 reports for service organizations whose clients are asking hard questions about controls.

If your prospects are sending security questionnaires or your contracts now require an attestation, a SOC report is usually the fastest way to stop answering the same questions individually. We run readiness assessments first, so the actual examination doesn't surface surprises.

Cybersecurity Assessments

Risk assessments and control reviews for organizations that need to demonstrate security maturity to regulators, clients, or plan participants.

This work overlaps heavily with our benefit plan and insurance practices. The Department of Labor's cybersecurity guidance puts real expectations on plan sponsors and their service providers, and insurance data security laws now apply in most states. We assess against those specific frameworks rather than a generic checklist.

Outsourced Accounting

Monthly close, transaction processing, controller support, and CFO level guidance for organizations that need the function without the headcount

Engagements range from bookkeeping cleanup and QuickBooks support through full outsourced accounting departments with monthly reporting packages and cash flow forecasting. We work with dealerships, nonprofits, small carriers, and growing private companies.

Consulting and Advisory

Support for the decisions that fall outside a compliance calendar.

These services cover transaction due diligence, internal control design and remediation, regulatory examination response, forensic and fraud investigation, and technical accounting guidance on standards such as ASC 606, ASC 842, and CECL. Growth Advisory sits within this practice and focuses on strategic planning, KPI development, and profitability analysis for owners scaling a business.

Wealth Management

Personal financial planning and investment management through our partnership with Mariner.

Business owners rarely separate the business decision from the personal one. The partnership lets us coordinate tax planning, entity structure, retirement funding, and succession in a single conversation, in tandem with your tax advisor who already has the full picture.