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Audit and Accounting Services
We work with you side-by-side to determine the proper level of service you need based on the unique circumstances of your organization. Whether it's an audit, review, compilation, special financial analysis or forecast, the service you require will depend upon many factors.  We will guide you in the decision making process. 

There are typically three levels of accounting and auditing services: 

An audit is the highest level of financial statement service that an accounting firm can provide to its client. Our audit will go beyond the numbers to discover what the data reveal in order to guide you through current and future business challenges. Specialized teams are assembled to address the unique needs of different organizational types:
  • Privately-held, For-profit Companies
  • Employee Benefit Plan
  • Non-Profit Organizations
A review is often acceptable for lenders, investors and management and serves as a cost-effective means of obtaining a reliable snapshot of company performance. Our review will include a deeper investigation of the numbers, by applying benchmarking techniques or additional procedures to offer greater feedback on performance.

A compilation is an assembly of data in financial statement format.  Our compilation examines the data in conjunction with business procedures to provide a more robust picture of our clients' financial operations.
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Privacy Information

Securities and advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Advisory, tax, and Audit services offered through CPC Financial Planning, Inc., a registered investment advisor, not affiliated with Royal Alliance Associates, Inc.


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