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Our team prepares your external reports to avoid risk, meticulously examining financial statements and assessing accounting principles, significant estimates, and overall presentation.


Conducted in accordance with AICPA standards, reviews are the next level of assurance service, are smaller in scope, and provide insights based on procedures.

Agreed-Upon Procedures

We can address specific risks and keep audit fees low with agreed-upon procedures engagement by working with you to identify and perform set procedures to evaluate certain factors based on your needs.


Providing clarity that powers future ambitions.

We build trust with organizations and allow them to see more clearly into their businesses. By meeting the regulatory standards that audits and assurances require, we help businesses make decisions with confidence and gain a greater understanding of their financial standing, preparing them for the road ahead.


Lydia Ritze


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Kamryn Cosby

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Heather Denny

Client Service Administrator

Shawn Filipowicz

Senior Tax Manager

Lily Magoteaux

Wealth Management Intern

Jamie Applegate

Senior Tax Manager

Julie Ballinger

Executive Assistant

Lee Boling

IT Support Specialist

Emily Brown

Family Office Coordinator

Linden Bumpass

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Teresa Coomer

Executive Assistant

Liz Martin

Assurance Associate

Helen McElvogue

Executive Assistant

Kristen Mull

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