Each service below is performed under the specific AICPA professional standard shown, scoped through an engagement letter, and executed under our AICPA-enrolled quality-management system. We build regulator-driven reports with the regulator's checklist so they land cleanly on first submission.
Four levels of service, from formatted financials with no assurance to a full independent audit opinion. We'll help you pick the lowest-cost level your lender, regulator, or investor will actually accept.
Financial statements produced from your books for internal use, lender packages, or management reporting. No opinion or assurance is provided. This is the fastest, lowest-cost option when a bank, investor, or board simply needs professionally formatted financials in a defensible framework (GAAP, tax basis, or cash basis).
SSARS 21 §70Compiled financial statements with a CPA-signed compilation report. No assurance is expressed, but the engagement follows AICPA standards, and is often the minimum bar a franchisor, small commercial lender, or state licensing authority will accept.
SSARS 21 §80Analytical procedures and management inquiries resulting in a report expressing limited assurance. The common step up from a compilation for companies with bank covenants, private-equity reporting requirements, or acquirers doing preliminary diligence.
SSARS 21 §90A full audit resulting in an independent auditor's report expressing reasonable assurance on GAAP, tax-basis, cash-basis, or special-purpose framework statements. Required by many commercial lenders, PE holders, state regulators, and franchise disclosure regimes. Recent work includes a licensure-purpose audit supporting a multi-state mortgage broker's New Jersey Residential Mortgage Broker License application.
AICPA SASAudits built to satisfy a specific state regulator: mortgage broker/lender minimum-net-worth audits, money transmitter and MSB net-worth audits, Franchise Disclosure Document audited financials, HOA and common-interest development audits, WSBA law-firm trust-account examinations, and state charitable-solicitation audits.
SAS + applicable state statuteWe work with the leading compliance-automation platforms (Vanta, Drata, Secureframe, Thoropass) so we can move fast without cutting corners on evidence.
Reports on controls at your service organization relevant to your customers' financial reporting. Standard for payroll processors, benefit administrators, loan servicers, billing vendors, and any B2B service touching customer financial data. Type 1 covers control design at a point in time; Type 2 covers operating effectiveness over a period (typically 6–12 months).
SSAE 21 · AT-C 320The de-facto trust report for SaaS, cloud, and technology companies. Covers Security (mandatory) plus, based on your scope, Availability, Processing Integrity, Confidentiality, and Privacy. Enterprise buyers routinely require a SOC 2 Type 2 before signing.
SSAE 21 · AT-C 205 · Trust Services CriteriaA public-use version of a SOC 2: same underlying examination and Trust Services Criteria, but a general-use report suitable for publishing on your website or including in a sales package without an NDA.
SSAE 21 · AT-C 205An entity-wide examination of your cybersecurity risk-management program, built for boards, audit committees, insurers, and business partners who want an independent CPA opinion on program maturity and effectiveness.
SSAE 21 · AT-C 205 · AICPA Cybersecurity FrameworkIndependent assurance over controls in production, manufacturing, and distribution processes, for suppliers to regulated industries and companies whose customers care about supply-chain risk.
SSAE 21 · AT-C 205A CPA-issued examination or agreed-upon-procedures report over your HIPAA privacy and security controls. Well-suited for business associates, digital health startups, and covered entities wanting independent professional attestation without a separate industry certification.
SSAE 21 · AT-C 205 / AT-C 215Examination or review of your compliance with specific laws, regulations, contracts, or grants, or the effectiveness of internal control over that compliance. Frequently requested by grantors, franchisors, government contract officers, and regulated counterparties.
AT-C 315Examination or review of Management's Discussion and Analysis prepared under SEC or private-company reporting frameworks, adding independent CPA assurance to the narrative accompanying your financial statements.
AT-C 395Independent assurance on forward-looking, as-adjusted, and non-financial disclosures.
A CPA opinion on management's forecast or projection: the underlying assumptions, presentation, and preparation. Used in capital raises, franchise offering documents, regulatory filings, and lender packages requiring third-party assurance on forward-looking numbers.
AT-C 305CPA opinion on pro forma statements reflecting a proposed transaction, restructuring, or business combination as if it had occurred. Common in M&A, spin-offs, and reorganizations where boards, lenders, or buyers need assurance on the "as-adjusted" figures.
AT-C 310Independent assurance over sustainability and ESG disclosures: governance, social, and environmental metrics under ISSB, GRI, or your own reporting standard. Increasingly requested by institutional investors, procurement teams, and value-chain partners.
SSAE 21 · AT-C 315Attestation over Scope 1, 2, and 3 GHG inventories, for companies reporting to CDP, complying with California SB 253/261, preparing for SEC climate disclosure, or supporting supply-chain decarbonization commitments.
AT-C 315 / ISAE 3410You define the specific procedures; we perform them and report findings without expressing an opinion. Highly flexible and cost-effective when a stakeholder wants targeted, verifiable work rather than a full audit or review.
Verification of royalty and license-fee calculations and remittances under your agreements.
AT-C 215Verification of nexus positions and sales-tax remittances across states and marketplaces.
AT-C 215Landlord percentage-rent reconciliations and real-estate common area maintenance (CAM) reconciliations.
AT-C 215Restaurant tip and gratuity procedures for owners, franchisors, and payroll compliance.
AT-C 215Procedures over research-credit documentation and qualified research expense support.
AT-C 215Any targeted verification your stakeholder defines: scoped precisely, performed exactly, findings reported plainly.
AT-C 215Send the requirement letter from your lender, regulator, or customer. We'll confirm the right standard and quote it.
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