A regulator, lender, buyer or investor wants an independent CPA's opinion on your firm's numbers. You need an auditor who already understands fee billing, custodian reports and advisor pay, and who doesn't spend the first month learning how your firm works.
An audit, a review, an examination or agreed-upon procedures are different engagements. Which one applies depends on your registration, custody and how far in advance you bill.
The questions were about inventory and trade receivables. Nobody asked how fees flow from the custodian, how deferred fees are recorded, or how advisors are paid.
A request list arrives with eighty items and no context. Custodian reports, billing runs, advisor agreements and bank statements live in five places.
A succession plan, a merger offer, a lender or a new investor can't move until the report is signed, and the audit has no firm date.
Three things, built around how an advisory firm earns and reports its revenue.
An audit of your firm's statements under AICPA standards, with revenue testing built around your billing runs and custodian fee reports, and an opinion signed by a CPA.
Get started →Reviews and agreed-upon procedures defined by the specific requirement from a regulator, lender or investor, so you pay for what is required and nothing more.
Get started →A request list written for an advisory firm and a timeline agreed up front, so fieldwork is a schedule instead of a records hunt.
Get started →
Doyin Ogunbajo, CPA, leads every audit and signs the opinion. Not a junior analyst reading from a template.
If your regulator requires a PCAOB-registered auditor, for example for an SEC-registered broker-dealer, we're not the right firm. Our audits are performed under AICPA auditing standards for privately held advisory and financial firms.
Book a free 30-minute discovery call. We'll work out which engagement is actually required and what the timeline looks like.