
Assurance
Whether you’re reassuring lenders, meeting investor requirements, satisfying regulators, or preparing for a transaction, the right level of independent assurance makes a measurable difference. Current, accurate financial information is how you earn confidence—and how decisions get made with clarity instead of guesswork.
WhippleWood CPAs offers the full continuum of assurance services for Denver-area businesses, nonprofits, and CPA firms. We help you match the right service to the requirement: a streamlined compilation when your lender just needs CPA-prepared statements, a review when limited assurance will do, or a full audit when the stakes demand it. For clients with employee benefit plans, public-company aspirations, or peer review obligations, our team brings specialist experience without the overhead of a Big 4 engagement.
Our Assurance Services
Financial Audits
Independent audit opinions that ensure your financial statements are presented fairly in accordance with GAAS and your applicable reporting framework. Trusted by lenders, investors, and regulators—and structured to minimize disruption to your team.
Financial Compilation & Review
CPA-prepared financial statements for businesses that need credible reporting without the scope of a full audit. Compilations and reviews are a practical fit when stakeholders want CPA involvement and limited assurance—at a fraction of the cost.
Benefit Plan Audits
ERISA audits for 401(k), 403(b), and other employer-sponsored retirement plans with 100+ active participants. As an AICPA Employee Benefit Plan Audit Quality Center member, we deliver efficient, deadline-driven audits that keep you compliant with DOL and IRS requirements.
Peer Review
System and engagement reviews for CPA firms, delivered with a collegial, standards-focused approach. We meet AICPA and state board requirements while sharing practical observations that strengthen your firm’s quality control program.
PCAOB Registered
WhippleWood is registered with the Public Company Accounting Oversight Board, the body that sets audit standards for U.S. publicly traded companies. Our leadership has more than a decade of PCAOB-standards experience—an advantage for private companies preparing for an IPO, M&A transaction, or major growth capital raise, where three years of PCAOB-compliant financials make the path dramatically smoother.
Why WhippleWood for Assurance
Our assurance team primarily serves closely held and family-owned businesses, nonprofits, and CPA firms across Colorado—clients who want the technical rigor of a large firm without the overhead or detachment. That means partners involved throughout engagements, clear communication about what we’re finding as we find it, and deliverables that actually help you make better decisions. When a PCAOB-registered audit is required by the situation, we can prepare the documentation so the engagement runs efficiently and your costs stay contained.


