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Accounting & Auditing

We match our services to your needs.

Accounting and auditing are at the heart of what we do. Clients count on us to perform our services thoroughly and efficiently, keep our eye on the big picture, share our findings quickly and clearly, and be respectful of their time.

Our quality control procedures require that all audits be carefully planned, supervised and reviewed. Our principals are personally involved in all of these types of engagements.

Audits, Reviews & Compilations. We match our services to clients’ needs. When an audit is required, we examine your financial statements for the purpose of rendering an opinion on the presentation of the company’s financial position and operating results. A review engagement provides a lower level of assurance, and a compilation merely reflects the financial transactions as they currently exist in the organization’s records.  Of course, we also prepare financial statements, determine required disclosures and consult on transaction measurement and reporting.

Uniform Guidance Audits (formerly A-133 Audits)
 If your organization spends more than $750,000 in federal funds per year, you are required to undergo a Uniform Guidance audit (formerly under Government Auditing Standards and OMB Circular A-133). CBM is well-versed in the requirements and testing involved. Our professional staff can help you fine-tune your internal controls to minimize the risk of future audit findings by the federal government.

Employee Benefit Plan Audits.
Defined benefit plans, defined contribution plans, profit sharing plans and 403(b) plans with more than 100 participants require an annual audit. CBM has a team dedicated to these types of highly specialized engagements. Click here to learn more about our employee benefit plan audit expertise. 

Election Ballot Tabulation.
 CBM provides independent counts for both physical and electronic balloting.

Agreed Upon Procedures.
 Our team can perform a variety of specifically designed procedures and communicate our findings, concerns and recommendations in a timely and straightforward manner.

Forecasts & Projections.
We help our clients look ahead so that they can make better financial and operational decisions.Submit an RFP
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