Accounting, Audit & Assurance


Providing a high level of service grounded in strong communication, integrity, and innovation, we work tirelessly to deliver to each of our clients customized business solutions, industry expertise, and practical advice.

We offer all the resources and technical expertise of any regional accounting firm, but with a cost effective fee structure and a special focus on one-on-one attentiveness. Depending upon the life cycle stage of your business, you require different services, all of which are critical to your continued success.

Our Audit and Assurance Team are experienced industry professionals who apply an independent, risk-based focus to each engagement. We’re committed to delivering the tools needed to analyze each business’s economic and regulatory outlook. We provide solutions in the following arenas:

  • Financial Statement Reporting
  • Full and Limited Scope Audits
  • Private Equity and Hedge Fund Administration
  • Outsourced Accounting
  • Trust Accounting
  • Employee Benefit Plan Audits
  • SEC Filings and Compliance
  • Internal Control Review
  • Fraud Analysis
  • Due Diligence Consulting

For more information, contact one of our audit and assurance team specialists:

  • Joseph Boyle, CPA – Partner
  • William Schwarz, CPA – Partner
  • Daniel Grant, CPA | CGMA – Partner
  • Chase Franklin, CPA – EBPAQC Administrator

For more information on what our EBPAQC accreditation and PCAOB registration mean for you, Click Here.