Other Attestation Engagements
Agreed-upon Procedures
When the accounting services you require are regarding specific accounts or procedures, we help get the job done quickly and efficiently using mutually agreed-upon procedures. During such an engagement, we report only on what has been requested and do the work in a specified manner. Faster than a full consult or comprehensive audit, agreed-upon procedures engagements can get your information applied to other accounting services quickly and easily after the work is done.
Audits, Reviews, or Compilations of Specified Elements of a Financial Statement
Similar to an agreed-upon procedures engagement, this service allows us to report on a piece of the big picture to get you relevant information and save you money.
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Surprise Examinations Under SEC or State Custody Rules
The Securities and Exchange Commission (SEC) and certain state regulatory agencies require that investment advisors deemed to have custody of client funds undergo an annual surprise examination. We have the expertise and experience to perform such examinations.
We also perform surprise examinations in accordance with the requirements of the Maryland Office of the Attorney General and in accordance with SEC and/or COMAR, when applicable.
Other Attestation Engagements
These services include reporting on information such as internal controls, various compliance or other non-financial information.
“They know when to push back on unnecessary or costly services. Their knowledge of our business helps us avoid wasted resources and time.”
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