Attestation services keep you informed, responsive, and ahead of reporting and regulatory requirements.
Attestation services provide a wide range of options, including audits, reviews, compilations, and agreed-upon procedures engagements. These services are ideal for organizations that need to meet reporting requirements or want additional assurance and insight into their financial records.
In addition to producing a high-quality product, Siepert & Co., LLP also consults with clients on financial or operational questions and provides guidance based on our observations as opportunities to improve your business.
What’s Included in Attestation Services
We work closely with our clients to navigate complex regulatory and reporting requirements, whether as part of an engagement or through separate consulting. Our process begins with discussions to ensure the selected engagement aligns with the organization’s needs. From there, we outline required information and determine logistics, including on-site, remote, or hybrid work. Once information is received, we perform the engagement, follow up on any questions, and deliver the final product.
Siepert’s attestation services include:
- Audits, including risk assessment, internal control documentation, and comprehensive financial procedures
- Reviews focused on inquiries and analytical procedures with limited assurance
- Compilations that organize financial information into a financial statement format
- Agreed-upon procedures engagements based on specific client-identified procedures
- Assistance with preparing information returns, state reports, and property tax returns
- Consulting services related to financial and operational activities
Who Benefits from Attestation Services
Attestation services are beneficial for organizations with varying requirements for assurance and reporting.
These services are ideal for:
- Organizations that do not have a requirement for an audit but need an alternative engagement that fits their needs
- Organizations with requirements based on contributions, grants, or other funding sources
- Organizations with bylaws or internal decisions that require a specific type of engagement
- Organizations that want additional assurance on their financial records
- Organizations experiencing changes in staffing or personnel responsible for accounting functions
- Organizations with questions or concerns related to financial records or activities
Why Attestation Services Matter
An attestation engagement can help meet requirements placed on your organization either internally or by an external party. Often, these requirements are driven by contributions, grants, funding sources, or organizational bylaws. A review can provide a moderate level of assurance without the significant time and cost commitments of an audit engagement. A compilation can provide an organization with financial information in a formal financial statement format. An agreed-upon procedures engagement can allow an organization to tailor an engagement to their specific needs or concerns while also providing the results of procedures performed on those specific areas.
Each of these options gives organizations a level of clarity that supports better decision-making.
The Siepert Approach
Based on the engagement type selected, we outline required information and determine logistics, whether on-site, remote, or a combination. From there, we perform the engagement, follow up on any questions, and deliver applicable final products, including financial statements, management letters, or compiled financial statements, with insights on areas for improvement. We keep clients updated and informed throughout the engagement through ongoing communication via email and phone during all stages.
Related Services
In addition to attestation services, Siepert & Co., LLP provides a range of solutions to support your organization’s broader financial goals:
- Accounting & Bookkeeping
- Audit Services
- Business Advisory Services
- Business Tax Planning & Preparation
Schedule a Consultation
Contact Siepert & Co., LLP today to schedule a consultation and discuss which attestation services best fit your needs. Our team will work with you to determine the right approach and help you gain confidence in your financial information.