Proactive Assurance Services

Proactive, accurate assurance services that ensure compliance and deliver confidence every step of the way.

Why Assurance Matters

Assurance services provide credible and unbiased information to your organization’s stakeholders. Businesses, governments, not-for-profit organizations, and even individuals can engage our team of professionals to apply procedures designed to probe the credibility of your information and reports.  Gain peace of mind that your financial documents, contracts, and even processes are valid. Assurance services increase the transparency, relevance, and value of the information disclosed to the market and your investors. go Our team can help you go beyond compliance to provide strategic value in our findings.

  • Proactive insights to minimize risks.
  • Transparent and accurate reporting.
  • Build trust with your stakeholders and regulatory bodies
  • Focus on long-term organizational health.

Tailored Assurance Services for Your Industry

Ensuring compliance with complex regulations and fostering transparency in public financial reporting.

Helping nonprofits maintain donor trust and meet strict financial accountability standards.

Providing assurance to contractors for project transparency, financial management, and regulatory compliance.

Offering assurance services for retirement plan compliance, helping companies protect their employees’ future.

Assurance Services

Our team has experts who perform all levels of internal audits for private and public organizations.  The assurance is offered in the form of an opinion as to whether the financial statements are fairly stated in accordance with the applicable financial reporting framework (typically generally accepted accounting principles). Our specialties include the following areas: 

  • Governmental
    • Utility Boards
    • School Boards
    • Municipalities
    • Special purpose governmental agencies
    • Condominiums
    • Non-profits
    • Construction
    • Real Estate

A Review less in scope than an audit and is conducted to provide limited assurance that there are no material modifications that should be made to the financial statements for them to be in conformity with the financial reporting framework. 

Our team will assist you by compiling a specified set of financials. The auditor does not offer an opinion or any assurance during an compilation engagement.

For generalized requests (such as checking to see if internal controls are being followed) we can prepare an engagement for an Agreed Upon Procedure. We’ll work with you to identify the specific needs of your organization and the accountant will issue a report of findings based only on the specific procedures performed on pre-identified areas of concern. Avizo’s team provides only factual findings and does not offer opinions, conclusions or assurances in the final report. These can be performed for various situations in which the client has concerns  that they would like for Avizo to look into for them and advise them on.

Kirsten Owens at her desk, talking on the phone
audit

Audit

The highest level of assurance a CPA can offer, the auditors provide an opinion as to whether  financial statements are fairly stated in accordance with the applicable financial reporting framework.

Review

A review primarily involves Avizo's team making inquiries of management and performing analytical procedures on the financial data.

Compilation

Our team will  take your information and “compile” it into a set of financial statements.

Agreed Upon Procedures

We’ll work with you to identify the specific needs of your organization and the auditor will issue a report of findings based only on the specific procedures performed on pre-identified areas of concern.

Construction & Contractor’s Licenses

We are able to take your compiled, reviewed or audited financial statement and prepare the forms necessary for you to file your state contractors’ license renewal form.

Internal Control Evaluations

Our team can assist you with improving and/or developing accounting processes to enhance the level of accountability and control in your organization.

Fraud Presentations

Our accountants can provide training for your team to explain fraud, review your policy on disciplinary action for fraudulent behavior, and describe your policies on alerting management if fraud is detected or suspected.

Bubbles that show what Avizo is committed to: Quality service, peer review certification, no independence concerns, maintaining expertise

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Our Assurance Team

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