Audit & Assurance

Audit & Assurance

At Verity CPAs, we put your needs first by offering tailored assurance services that provide clarity and confidence in your financial reporting. Our team stays ahead of evolving accounting standards and regulatory requirements, ensuring your financial information is accurate, reliable, and meaningful. Whether through audits, reviews, or specialized attest engagements, we help you navigate complexities, understand internal controls, and build trust with stakeholders.

Our Expertise

Nonprofit Audits – Compliance and financial audits for charities, foundations, and associations.

Private Company Audits – Financial statement audits for privately held businesses.

Employee Benefit Plan Audits – 103(a)(3)(c) ERISA audits for 401(k) and 403(b) plans.

Single Audits (OMB Uniform Guidance) – Compliance audits for organizations receiving federal funds.

Financial Statement Compilations – Preparation and presentation of financial statements without assurance.

Insightful Audits, Trusted Assurance

Our approach to audit and assurance services leverages the latest technology. Specifically, we use advanced data analytics and AI to streamline procedures and deliver efficient, timely results.

Additionally, our partners and directors stay actively involved to ensure high quality and quick responsiveness.
At Verity CPAs, our audit methodology is designed to deliver comprehensive insights and assurance. As a result, your organization gains clarity and confidence.
 

Our approach encompasses the following high-level stages:

Pre-Planning Activities

To begin, we gain a thorough understanding of your organization. We meet with management and the board to discuss operations and key priorities. We also review prior-year audit documentation and communicate with the predecessor auditor. This approach ensures a smooth transition and sets a strong foundation for the audit.
 

Planning Activities

Next, during the planning phase, we perform preliminary analytical procedures and industry benchmarking. We meet with management to identify unusual or significant trends. We assess risk and document our understanding of internal controls. We then establish a mutually agreed-upon timeline for completing the audit and gathering required information.
 

Fieldwork

Then, we conduct detailed testing, examine source documents, and perform analytical procedures. We complete this work either onsite or remotely, depending on your needs. We carefully schedule fieldwork to align with personnel availability. Throughout this phase, we maintain regular check-ins with management and the board to keep everyone informed and aligned.

 

Reporting and Wrap-Up

Finally, we complete the audit file and conduct quality control reviews. We address any remaining feedback from management or the board. We present the final report on financial statements and internal controls. As a result, your organization receives clear insights and a reliable foundation for decision-making.

 

With Verity CPAs, you can trust that every step of the audit process is handled with precision, transparency, and professionalism, delivering the clarity you need to move forward confidently.

Embark on a journey to financial well-being!

Contact us today for a personalized consultation!
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