Attest and Non-attest services

Independent, high-quality assurance services designed to build confidence with stakeholders.

• Attest services

  • Audit of financial statements

  • Review of financial statements

  • Compilation with an attest engagement (when performing related attest procedures)

  • Examination of prospective financial information (forecasts and projections)

  • Agreed-upon procedures engagements

  • Attestation engagements under SSAE (e.g., SOC 1, SOC 2, SOC 3 reports)

  • Report on internal control over financial reporting

  • Examination of compliance with specified requirements (attestation-level compliance reports)

• Non-attest services

  • Bookkeeping and routine accounting record preparation

  • Preparation of financial statements without providing an attest report (compilation without independence or compilation-only engagement)

  • Tax preparation and tax planning

  • Management advisory and consulting services (strategy, operations, budgeting)

  • Valuation services not performed under attestation standards

  • Payroll processing and related administrative services

  • Litigation support and expert witness services (non-attest unless structured as attest)

  • Broker-dealer, investment advisory, or other non-attest regulatory filings assistance

  • Internal audit outsourcing (co-sourcing or outsourcing internal audit functions)