For those firms that don’t need third-party attestation or verification but can benefit from outside expertise and resources, we can assist you. Our partners can lead or provide support for specific projects, ongoing subject matter expertise or ad hoc reviews designed to support your organization’s needs. Our consulting engagements result in a report to management or similar deliverables that provide a summary of our work, findings and related recommendations. Whether the engagement is a full review of your performance measurement operations, ongoing support of your compliance needs or intermittent reviews of marketing collateral, let us know how we can assist you.

Needing an independent CPA check, but for very unique circumstances? Our Agreed Upon Procedures engagements allow us to completely customize your service to fit exactly what you need. We will walk you through the steps on the front end so that you understand exactly what our work covers and how we will report our findings back to you. In situations where investors request third party testing over controls related to your compliance program, specific fee calculations, performance methodologies, etc. an agreed upon procedure engagement allows us to customize our work to fit your needs and that of your clients. Let us know how we can tailor our work to satisfy your internal and external reporting requirements.