Audit & assurance

Statements your lender
will sign off on.

Reviews, compilations and audits for lenders, boards and grantors, led by a partner who has signed hundreds.

Book a consultation →See the fees
Priced on scopePeer reviewed pass, every cycle
An audit file under review, with fieldwork days and the signed report date

The right level of assurance, not the most expensive one.

A lender may only need a review. A grantor may need an audit. We tell you which, and we keep the field work short.

Book a consultation
  • Compilations, reviews and audits
  • Nonprofit audits, including Single Audit
  • Agreed-upon procedures
  • Fieldwork planned around your close

How an engagement runs

  1. 1

    Planning

    Scope, timeline and a list of what we need.

  2. 2

    Fieldwork

    Usually one to two weeks, mostly remote.

  3. 3

    Draft

    Draft statements and findings, reviewed with you.

  4. 4

    Report

    Signed report, delivered to your lender or board.

Fees

Fixed. Your letter sets the figure before we start.

Review

From $6,500

Limited assurance for lenders and boards.

  • Analytical procedures and inquiry
  • Reviewed financial statements
  • Management letter
Book a consultation
Most chosen

Audit

From $14,000

Full assurance for grantors, lenders and investors.

  • Fieldwork and testing
  • Audited financial statements
  • Board presentation
Book a consultation

Final fees depend on size and complexity, and are fixed in your engagement letter. Independence rules mean we cannot audit a client whose books we keep.

Laura Bennett
★★★★★
“Our first federal grant needed a Single Audit. Denise walked our board through it line by line.”

Laura Bennett

Executive director, Riverside Pantry · client since 2020

Questions clients ask

Review or audit: which do I need?

Ask the lender or grantor what they require. If they aren't sure, we'll ask them for you.

How long does an audit take?

Six to ten weeks from planning to the signed report, with one to two weeks of fieldwork.

Can you audit us if you do our books?

No. Independence rules don't allow it. We can refer you to a firm that can.

Free consultation

Bring last year’s return. We’ll take it from there.

An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.

What to bring

  • Last year’s federal and state returns
  • Recent bank and card statements
  • Any IRS or state notices you have received
Eleanor Ashcombe Eleanor AshcombeManaging partner · takes most first consultations

Tell us about your business

A partner replies within one business day.