audit & assurance
Informed decision making
We recognize that effective audits hinge on understanding the critical factors that drive decisions for management, investors, and other stakeholders. Your financial statements provide valuable information for managing cash flows, obtaining and maintaining agency approvals, obtaining lines of credit or other financing, and making critical valuations. Our accounting and auditing services equip individuals, corporations, and small business owners with the insights they need to thrive.
Our Audit & Assurance Services
Financial Statement Audits
Independent audits of your financial statements that give investors, lenders, regulators, and counterparties confidence in your reported results. They also support financing, agency approvals, and regulatory filings.
Compliance Audits
Audits and examinations that test your compliance with regulatory, agency, and contractual requirements, so you can meet your obligations and address issues before they become findings.
Employee Benefit Plan Audits
Audits of 401(k) and other employee benefit plans that help plan sponsors meet their Department of Labor and ERISA reporting obligations.
Compilations
Financial statements are presented in the proper format with our professional oversight for situations that don’t require an audit or review.
Agreed-Upon Procedures
Targeted procedures on specific accounts, controls, or compliance areas, agreed with you in advance, with findings reported so you and third parties can draw your own conclusions.
Prospective and Pro Forma Financial Information
Examination and review of forecasts, projections, and pro forma financial information to support capital raises, transactions, and lender or investor requirements.
Internal Controls and Sub-Servicer Oversight Procedures
Assurance over your internal controls and the third parties you rely on, including loan sub-servicers, so you can show that outsourced activities are properly monitored.
Why Choose Cathedral as Your Financial Services Audit Firm
- Financial services specialists. We audit financial companies only, so we already understand your transactions, your regulators, and what your stakeholders expect from your reports.
- PCAOB-registered. Our registration and SEC experience support engagements that require it.
- Senior-level involvement. Experienced professionals lead your audit from planning through reporting.
- Responsive, long-term partnership. We keep you informed throughout the audit, so there are no surprises at the end.
Internal Controls and Sub-Servicer Oversight Procedures
Our services include:
- Financial statement audits
- Compliance audits
- Employee benefit plan audits
- Reviews
- Compilations
- Agreed-upon procedures
- Prospective and pro-forma financial information
- Internal controls and sub-servicer oversight procedures
TESTIMONIALS we are valued partners in our clients' journeys
Schedule your personalized consultation today.
Solutions redefined.
