PRACTICE

Our Practice

Two practices.
One standard.

Audit work that meets the moment, paired with advisory that helps your finance team operate well between cycles — designed around the realities of the public sector.

Compliant · Regulatory

Audit & Assurance

Independent audit and attest work that gives boards, regulators, grantors, and the communities you serve confidence in the numbers. Built around the public-sector frameworks our clients actually live in.

Includes

  • Financial Statement Audit
  • Review of Financial Statements
  • Single Audit (Federal compliance)
  • Compilation of Financial Statements
  • Agreed Upon Procedures

Strategic · Operational

Advisory

The work that fills the calendar between audits — from outsourced finance support to system implementation to one-off engagements. Strategic guidance built on the same sector expertise as our audit practice.

Includes

  • Outsourced Accounting & Financial Management
  • Audit Readiness & Financial Preparation
  • Accounting Policies & Operational Procedures
  • Internal Controls & Risk Management
  • Financial Systems Implementation & Optimization
  • Grant Compliance & Funding Administration
  • Strategic Advisory & Special Projects
SERVICES

Services at a glance

Many distinct services. One coordinated team.

Skim a selection of some of our services, or jump straight to the one that’s on your mind — each tile links into the relevant sub-page.

Audit & Assurance

Financial Statement Audit

Annual audits aligned to GASB and the frameworks that apply to your entity.

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Audit & Assurance

Single Audit

Federal compliance audits under 2 CFR 200 — major program through findings.

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Audit & Assurance

Review of Financial Statements

A financial statement review provides an independent assessment of your financial information without the scope of a full audit.

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Audit & Assurance

Compilation of Financial Statements

Professional Financial Reporting Made Simple.

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Audit & Assurance

Agreed Upon Procedures

Targeted, scope-defined testing — an efficient alternative to a full audit.

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Advisory

Outsourced Accounting & Financial Management

Tailored accounting support that supplements internal staff or serves as an ongoing financial resource.

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Advisory

Audit Readiness & Financial Preparation

Proactive planning and year-end support so the audit lands without the scramble.

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Advisory

Accounting Policies & Operational Procedures

Clear, practical procedures that strengthen accountability and operational consistency.

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Advisory

Internal Controls & Risk Management

Stronger frameworks for oversight, asset protection, and accurate financial reporting.

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Advisory

Financial Systems Implementation & Optimization

System evaluation, implementation, and integration to streamline workflows and reporting.

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Advisory

Grant Compliance & Funding Administration

Compliance monitoring, documentation, and reporting across federal, state, and other grants.

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Advisory

Strategic Advisory & Special Projects

Project-based consulting for evolving challenges, organizational initiatives, and operational priorities.

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How we operate

The principles that shape every engagement.

Whether the work is an audit or an advisory engagement, the underlying commitments are the same.

01

Public-sector specialization

The majority of our careers have been spent in government, education, and nonprofit work — not as one of many verticals.

02

Year-round partnership

You don’t hear from us only at year-end. We stay accessible for grant questions, board prep, and reporting changes between cycles.

03

Integrated practice

Audit and advisory aren’t separate teams competing for your attention. The same expertise flows across both, when independence allows.

LET’S TALK

Not sure where to start?

Send us a quick description of what you’re trying to do — we’ll route the conversation to the right partner.