Assurance Deliverables & Support

Effective | High Quality | Efficient

Our assurance deliverables services focus first on understanding your business. This focus ensures our ability to deliver effective and efficient deliverables to you. In leveraging our gained understanding, our work also provides access to information to help you evaluate your company’s financial performance and make informed decisions.


We collaborate with attorneys, investment advisors, trust officers, bankers, and other stakeholders to obtain the necessary evidence to deliver our reports, and also to communicate valuable observations and insights to you and your organization.

Our assurance deliverables include:

  • Audits, reviews, and compilations of historical financial statements
  • Attestation and agreed-upon procedures engagements
  • Regulatory and contractual compliance

Additionally, given our experience with assurance engagements, we are uniquely positioned to provide assurance-related readiness assessments and other support to you and your company in a non-assurance capacity to prepare for your external auditor to commence their procedures, including:

  • Account reconciliation assistance
  • Financial statement preparation
  • Analytical analysis of financial reporting results
  • Internal control studies and improvement recommendations
  • Implementation of new technical accounting standards

Contact us to learn more about our Assurance Deliverables & Support services and how we can tailor our capabilities to your needs.