Audit & Assurance

Reliable financial reporting for growing businesses

Audit and assurance needs often arise at practical moments. A lender may require audited financial statements. A bonding company may need more formal reporting. Ownership changes, financing needs or business growth may create new expectations for the company.

Davie Kaplan provides audit and assurance services for businesses that need reliable financial information and a well-managed process. Our team helps companies meet reporting requirements while also identifying opportunities to strengthen internal controls, documentation and financial procedures.

Financial Statement Audit Services

An audit can provide confidence in the financial information shared with lenders, bonding companies, boards, investors and other stakeholders. It can also help leadership better understand the systems and processes behind the numbers.

Our team works to make the audit process organized, clear and manageable. We set expectations early, communicate throughout the engagement and help your team understand what information is needed and why it matters.

Audit, Review and Financial Statement Support

Different situations call for different levels of financial reporting support. Some businesses need an audit to satisfy outside requirements. Others may need reviewed financial statements or other financial statement services to support financing, ownership or operational decisions.

Davie Kaplan helps businesses understand what level of service fits the situation and provides a process that supports both compliance needs and stronger financial oversight.

Fraud Investigation and Litigation Support

When fraud, embezzlement or financial disputes are suspected, timely analysis can help business owners, attorneys and leadership teams understand what happened and what steps may be needed next.

Davie Kaplan provides fraud investigation and litigation support services in coordination with legal counsel. Our professionals assist with financial analysis, internal control reviews, business valuations, dispute support, damage calculations and other matters where clear financial insight is needed.

Financial Reporting That Supports Better Decisions

Audit and assurance work often connects to larger business decisions involving financing, tax planning, operations, risk management and ownership transition.

Many businesses that work with Davie Kaplan also rely on our team for Accounting & Bookkeeping Services, Tax Planning & Compliance, Business Advisory and Business Retirement Plans. Together, these services can help leadership teams use financial information to plan more effectively for what comes next.

Frequently Asked Questions

When does a business need an audit?

A business may need an audit when required by a lender, bonding company, investor, board or regulatory body. Some companies also choose an audit to strengthen confidence in their financial reporting.

What is the difference between an audit and a review?

An audit provides a higher level of assurance on financial statements, while a review provides limited assurance based on analytical procedures and inquiries. The right service depends on what your stakeholders require.

Can an audit help improve internal controls?

Yes. An audit may identify areas where documentation, internal controls or reporting processes could be stronger. These observations can help leadership improve financial processes over time.

Does Davie Kaplan provide employee benefit plan audits?

Yes. Davie Kaplan provides employee benefit plan audit services for businesses with retirement plans that require an independent audit.

What is litigation support?

Litigation support involves financial analysis used in legal matters, such as disputes, fraud investigations, business valuations, damage calculations or other issues requiring financial documentation and interpretation.

Discuss Your Audit and Assurance Needs

Reliable financial reporting can help your business meet requirements and make better decisions. Davie Kaplan provides a clear, organized audit and assurance process designed to support your team.

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