Audit & Assurance
In today’s ever-changing regulatory climate, the right guidance is more important than ever. We help companies navigate regulatory complexity and strengthen trust, transparency, and investor confidence. With diverse experience across many industries, our Audit team delivers audits in a customized, risk-based manner to help our clients achieve their financial objectives and strengthen the value of their business. We perform independent financial statement audits in accordance with the professional standards established by the American Institute of Certified Public Accountants.
Financial statement audits provide companies with reasonable assurance that management has presented a true and fair view of its financial statements. A stakeholder, whether it is the owner of a company, a financial institution, or a board of directors, can rely on the opinion of an independent auditor that the financial statements presented by the company are materially accurate.
In today’s dynamic environment, you need an independent auditor with the experience and insight to help you improve internal controls, increase efficiency, and enhance processes. We provide the experience you need while delivering quality, timely, and client-focused service. Throughout the audit, our goal is to add value and mitigate risk.
The employee benefits landscape is complex and constantly evolving. Whether you are a public, private, or nonprofit organization, you want to be certain your employee benefit plans are providing maximum value while meeting all compliance regulations.
We understand the complexity of ERISA and the Department of Labor audit requirements and can help you audit your employee benefit plans and ensure differentiation and cost savings. Our audit approach is efficient and our staff highly experienced, resulting in an efficient, value-added audit process. As members of the AICPA Employee Benefit Plan Audit Quality Center, we stay on the cutting-edge of emerging auditing, reporting and compliance issues to keep your business compliant—and help ensure that your benefit plan solutions achieve optimal outcomes.
Financial statement reviews provide companies with limited assurance that there are no material modifications that need to be made to a company’s financial statements. Financial statement reviews consist primarily of inquiry of company management and analytical procedures and are substantially less in scope than audits.
Agreed-upon procedures engagements involve an accountant performing specific procedures on a subject matter and reporting the findings to the relevant parties without providing an opinion or conclusion. These engagements can be tailored to the individual company’s circumstances and needs.
What Our Clients Say
Partners to help you scale
We all bring different skills to the table, but our collective passion for collaboration, problem-solving, and quality results is what makes our team strong.
We recognize that our service delivery approach needs to be as flexible as our customers are unique. And that is a challenge we readily embrace. Whether you are a startup or a market leader, Holtzman provides the right resources, and gives you the tools you need to grow your business.