Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has given us a unique edge in today's complex business environment.Our firm has earned a reputation for professionalism, integrity, and responsiveness. Our practical approach to business and its operations has
given us a unique edge in today's complex business environment.

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Rochester Business Alliance

Accounting and Auditing

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  • Financial statement audits, reviews and compilations.
  • Financial projections and forecasts
  • Controller advisory services
  • Special financial reports and analysis
  • Small business monthly bookkeeping support

Davie Kaplan's full-service audit and accounting department is committed to providing expert and responsive audit, review, compilation, and other attestation services. Each engagement is individually tailored to your specific needs by experienced professionals. Our audit and accounting services comply with industry guidelines and regulatory pronouncements, as well as auditing, review, compilation or other attestation standards.

We are members of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the SEC Practice Section of the AICPA. Our ongoing participation in these organizations ensures high quality service. It also provides us with a system of self-regulation - including frequent Peer Reviews - and gives us a forum to share our views and experiences on professional matters and technical standards. Our constant close involvement with numerous professional organizations is critical to our ability to offer valuable recommendations on a host of important issues.

Davie Kaplan offers more than just a compliance audit and the preparation of a financial statement. A well-planned and properly conducted audit or consulting engagement can provide valuable insight into operational efficiencies, internal control weaknesses and business opportunities. An audit is a springboard for improved internal controls and procedures, and tax planning that is proactive rather than reactive. Our audit expertise spans numerous industries, including:

Leading our Accounting and Auditing Department...


To contact one of the partners in our Accounting and Auditing Department, click on their name above or call them at (585) 454-4161.