At Goldwiseman, we understand the critical importance of accurate financial reporting and assurance for businesses and nonprofit organizations. Our team of experienced professionals delivers comprehensive assurance services, including audits, reviews, and compilations, to give clients confidence in the accuracy and reliability of their financial information.
Beyond traditional assurance, we provide advisory support on accounting, bookkeeping, and financial management, leveraging technology and industry expertise to help organizations succeed. At Goldwiseman, we build strong partnerships with our clients and serve as a trusted resource for navigating financial and regulatory complexities.
Audits, Reviews, and Compilations
Businesses may require audited or reviewed financial statements to meet lending requirements, government contracts, bonding agreements, or internal management needs. Goldwiseman provides:
- Audits: Thorough examinations of financial statements to ensure compliance and reliability.
- Reviews: Limited-scope engagements for financial statement accuracy.
- Compilations: Professionally prepared financial statements for organizations that do not require an audit or review.
Our team delivers efficient, accurate, and competitively priced services tailored to your organization’s needs.
Agreed-Upon Procedures
Goldwiseman offers Agreed-Upon Procedures for businesses needing targeted reviews of specific financial areas. This limited-scope service identifies immediate issues and provides actionable insights to support informed decision-making, ensuring accurate and reliable conclusions.
Personal Financial Statements
A Personal Financial Statement gives individuals, couples, or families a clear overview of assets, liabilities, and net worth. Goldwiseman helps clients create comprehensive statements to manage finances effectively, set long-term goals, and develop strategic plans for financial success.
Single Audits
For organizations receiving federal funds, a Single Audit is essential to ensure proper use of resources and regulatory compliance. This comprehensive audit combines a review of financial statements with a compliance audit of major federal programs.
Goldwiseman’s team brings extensive single audit experience, helping organizations meet federal requirements while identifying opportunities to improve contract compliance and operational efficiency.
Employee Benefit Plan Audits
If your organization sponsors an employee benefit plan with 100 or more participants, it is subject to the Employee Retirement Income Security Act (ERISA) and requires an annual independent audit. Goldwiseman provides thorough audits and offers recommendations to improve plan administration, ensuring both regulatory compliance and financial health.
Compliance Examinations
Maintaining compliance with industry regulations is critical for business success. Goldwiseman conducts Compliance Examinations to evaluate operations, identify high-risk areas, and ensure adherence to relevant laws and standards. These examinations provide valuable insights that help organizations reduce risk and thrive in competitive markets.
Partner with Goldwiseman
Goldwiseman delivers reliable, professional financial reporting and assurance services that empower organizations to achieve accuracy, compliance, and long-term success. Our team provides guidance, insights, and solutions tailored to your unique financial and operational needs.