Assurance
Current, accurate financial information is key to making the right decisions and earning lender or investor support. Our team of advisors can assist you with the assurance or audit services to best match your needs, saving you time, energy and money in the long-run.
Our Assurance Services
Financial Statement Audits
An independent opinion on whether your financial statements are presented fairly, in accordance with applicable reporting frameworks. Ideal for debt covenants, investor requirements, and regulatory compliance.
Financial Statement Reviews
A cost-effective middle ground between a compilation and full audit, providing limited assurance that financial statements comply with GAAP or other frameworks. Often requested by lenders and creditors.
Benefit Plan Audits
ERISA compliance audits for employer-sponsored retirement plans with over 100 active participants. Ensures plan operations meet IRS and DOL regulations.
Peer Review
Looking for a mid-size firm to assist with an upcoming peer review? Look no further than WhippleWood CPAs. Our advisors will provide your firm with a fresh perspective on the efficiency of your firm’s policies and procedures. It is priority to provide peer reviews that are performed with a commitment to technical expertise and share best practices to improve quality moving forward.
PCAOB Registered
WhippleWood is an independent public accounting firm registered with the Public Company Accounting Oversight Board (PCAOB), an entity formed to oversee and maintain the highest audit standards for U.S. publicly owned companies. Although our assurance team primarily serves closely held and family-owned businesses, our leadership also has more than a decade of experience auditing publicly traded companies in accordance with the standards of the PCAOB.
Entrepreneurs and private companies can benefit from this experience to prepare for an IPO or M&A transaction. Such growth or exit planning is more seamless with at least three years of PCAOB compliant financial statements.
We can also prepare or assist in preparing the documentation that will be required for your audit by another registered firm. WhippleWood can have your audit ready when they arrive, minimizing your audit related costs and headaches.
