Advancing Investment Management Firms to New Heights

Become GIPS verified  •  Gain Confidence & Status  •  Break Into New Market Segments

Get Started Today
Image

Who's verifying your verifier?

Tips for ensuring a quality verification. FREE Downloadable PDF sent to your email.

Get Free Email Updates!

Signup now and receive an email once I publish new content.

We will never give away, trade or sell your email address. You can unsubscribe at any time.

Ready to work with experienced Professionals?

We’ve just made it a lot easier on you.
Investment managers have a myriad of operations and compliance boxes to check when it comes to marketing their firm. We guide and assist them with an efficient process and intensive consulting so they can focus on their clients and growth of their firm.
GIPS Verification and Performance Examinations
Model and Strategy Examinations
Agreed Upon Procedures
SOC1 Examinations
Consulting
Training

A Process To Help You Succeed

Save your firm time & resources

So many advisors waste internal time and resources on compliance that would be better invested into growth. That’s why we have seasoned professionals who have worked with hundreds of advisors over the years who have a clear, streamlined process for being verified.

Our Process Plan

Get to know your firm's inner workings and steps needed to bring you into compliance

Conduct verification tests so that we are in a position to issue an opinion

Provide ongoing support so you can market effectively

What Our Clients Are Saying...

 
 

Why Assurance Accounting Group?

A CPA Firm Focused on Performance Services

Established by former partners of Ashland Partners and a 100% employee-owned certified public accounting firm, Assurance Accounting Group (AAG) is committed to establishing the highest standard for verification and assurance services. We provide a valued CPA Opinion, stable fees, and focus on providing a unique client service relationship. We also filter out what you need to know based on your specific firm and strategies, and providing the information in a meaningful, practical way.

Our goal is to help you avoid missing out on current and prospective growth opportunities. After working with AAG, you will be efficient in measuring your performance to help your firm grow at an accelerated rate.

Our Services Result in a CPA Opinion Letter

Get Started Today

Why Assurance Accounting Group?

A CPA Firm Focused on Performance Services

Established by former partners of Ashland Partners and a 100% employee-owned certified public accounting firm, Assurance Accounting Group (AAG) is committed to establishing the highest standard for verification and assurance services. We provide a valued CPA Opinion, stable fees, and focus on providing a unique client service relationship. We also filter out what you need to know based on your specific firm and strategies, and providing the information in a meaningful, practical way.

Our goal is to help you avoid missing out on current and prospective growth opportunities. After working with AAG, you will be efficient in measuring your performance to help your firm grow at an accelerated rate.

Our Services Result in a CPA Opinion Letter

Get Started Today
Yes, it can feel daunting...

We know that GIPS compliance can be difficult to navigate with increasingly rigorous standards...

Over the years, we’ve helped hundreds of advisors, like you, achieve compliance in an efficient manner that allows them to maximize their resources and their growth opportunities.

Image
Sign
Image

We'll ask key details about your firm to structure an agreement that fits your needs.

Assign
Image

We'll match the right contact to your specific project.

Guidance
Image

We'll guide you through the process and deliver our CPA opinion

Get Started Today