Confidently prepared for any audit, before it even begins

When an audit notice arrives or external examiners come calling, we make sure you’re ready. Our services focus on preparation, documentation, and representation. We don’t issue audit opinions; we make sure you pass them.

Strengthening your foundation for a smoother, smarter audit

Behind the scenes, our CPAs and advisors work alongside management, external auditors, and examiners to ensure your records are accurate, compliant, and fully supported. We help you maintain financial integrity through practical solutions that strengthen internal controls and reduce risk year-round.

Audit Readiness & Financial Review

We help you get everything in order before an external audit begins:

  • Clean up and organize your financial records
  • Prepare supporting schedules and reports
  • Review internal processes and documentation
  • Help you respond to auditor questions and requests

External Audit Assistance

When you’re working with a large accounting or audit firm, we act as your in-house support team:

  • Coordinate information requests and documentation
  • Explain complex transactions to auditors
  • Review findings and assist with follow-up items

Workers’ Compensation, Insurance Audits

We help you stay compliant and avoid costly adjustments during state or carrier audits:

  • Review payroll and worker classifications
  • Gather and organize insurance certificates
  • Prepare responses for examiners and resolve discrepancies

NYSIF & Carrier Audit Support

We represent clients during New York State Insurance Fund (NYSIF) and private insurance audits:

  • Confirm payroll and subcontractor details
  • Review classifications and premium calculations
  • Help resolve or appeal adjustments after the audit

Internal Controls & Compliance

We help strengthen your accounting systems and reduce risk through better structure and oversight:

  • Review how financial tasks are divided and approved
  • Document procedures for consistency and accountability
  • Prepare you for lender, investor, or grant compliance reviews

Contract & Financial Reviews

We perform internal financial reviews for management use, perfect when you need confidence in your numbers but not a formal audit report:

  • Check that billing matches your contracts and agreements
  • Review invoices for correct rates and milestones
  • Compile clear financial summaries for internal use
  • Flag and correct inconsistencies before they become issues

Medical & Healthcare Audits

For medical and dental practices, we review billing and compliance to make sure everything aligns:

  • Compare billed amounts to insurance contracts
  • Identify missing payments or coding errors
  • Strengthen billing procedures and documentation
  • Support you through external reviews or audits

Employee Benefit & Retirement Plan Support

We help companies prepare for employee benefit or retirement plan audits:

  • Reconcile payroll and contribution data
  • Review participant information for accuracy
  • Coordinate with plan administrators or outside auditors