Other Attestation Engagements
Agreed-Upon Procedures
When you need an independent CPA to examine a specific area of your business without the scope of a full audit, an agreed-upon procedures engagement can provide targeted insight. We perform specifically defined procedures and report the findings, providing you and other intended users with focused information to support your evaluation and decision-making.
Audits, Reviews, or Compilations of Specified Elements of a Financial Statement
When you need assurance or reporting on a specific aspect of your financial information rather than a complete set of financial statements, we can tailor the engagement to your needs. Whether focused on a particular account, schedule, or other financial statement element, this approach provides targeted reporting without requiring an engagement on the full financial statements.
Let’s Connect
If you have questions or need assistance, please fill out the form and a KatzAbosch representative will get back to you shortly.
Surprise Examinations Under SEC or State Custody Rules
The Securities and Exchange Commission (SEC) and certain state regulatory agencies require investment advisors deemed to have custody of client funds to undergo an annual surprise examination. We have experience performing these 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
Organizations may need independent reporting on information beyond traditional financial statements. We provide attestation services addressing areas such as internal controls, compliance with specified requirements, and other financial or nonfinancial information, tailored to the needs of your organization and its intended users.
“They know when to push back on unnecessary or costly services. Their knowledge of our business helps us avoid wasted resources and time.”
Assurance Insights
Accounting & Assurance Update: Old and New Standards and Fraud Considerations for Mid-Market Firms
The accounting landscape shifted meaningfully in 2025, and mid-market firms are still working through the implications. New FASB…
Read article
Is Your Organization Ready for a Financial Statement Audit?
Summary Audit readiness isn’t built in the weeks before fieldwork begins—it’s the result of consistent processes, sound documentation, and financial discipline maintained throughout the…
Read article
Selling Your Business? Here’s How to Prepare for Due Diligence
Summary A formal business valuation before going to market serves as a dry run for due diligence—surfacing weaknesses,…
Read article