Assurance, Right-Sized for Your Organization
Different stakeholders have different needs. A major grantor may require a full financial statement audit; a smaller funder may simply need a review or compilation. We help you understand which level of assurance is appropriate — so you meet your requirements without paying for more than you need.
Every engagement is led personally by Stephanie. A CPA who knows your organization's history is directly involved at every stage — planning, fieldwork, and reporting — for fewer surprises and a smoother process.
Levels of Assurance We Provide
- Financial Statement Audits — the highest level of assurance: an independent opinion that your statements are presented fairly in all material respects.
- Review Engagements — limited assurance through analytical procedures and inquiry; a cost-effective middle ground.
- Compilations — your statements assembled in proper format, ideal for internal or board use.
- Agreed-Upon Procedures — targeted procedures on specific accounts, with findings reported to the parties who need them.
Why It Matters for Nonprofits
Independent assurance builds trust with the people who fund your mission. It reassures boards, satisfies grant and regulatory requirements, and demonstrates the financial integrity donors expect.