Assurance, Audit and Attest Services (Financial Statement Audit, Review and Compilations)

Through our assurance practice, Atlas CPAs LLP, we provide a full suite of audit, review, compilation, and attest services for businesses that require formally presented or independently expressed financial statements — whether for lenders, investors, M&A, bonding, regulatory compliance, governance purposes, or simply the confidence that comes from an independent set of eyes on your financials. Atlas CPAs LLP is our licensed CPA Firm through which all attest engagements are performed, operating alongside Centenal Tax Group under an Alternative Practice Structure (APS) — the same model used by many well-known firms, including CBIZ/MHM, BDO, and GlennBurdette. For clients, the experience is seamless: one coordinated team, one relationship.

Our attest services span the full spectrum of engagement levels. Audits provide the highest level of assurance, with independent examination and opinion on your financial statements in accordance with GAAS or other applicable standards. Reviews offer a meaningful middle ground — analytical procedures and inquiry that provide limited assurance, often sufficient for lender covenants or investor requirements at a fraction of the cost of a full audit. Compilations provide formally prepared, professionally presented financial statements without assurance — a practical solution for businesses that need clean, structured financials for a bank, landlord, partner, or internal reporting purpose. We also perform 401(k) and employee benefit plan audits, agreed-upon procedures engagements, audit readiness assessments, and internal controls consulting. We serve private companies, owner-operated businesses, nonprofits, regulated entities, and organizations across a wide range of industries — including manufacturing, food and beverage, technology, professional services, franchises, retail and wholesale distribution, real estate, and construction. To learn more about our assurance practice, visit atlas-cpas.com.

Compiled financial statements are an important tool for management decision-making. Financial statements also represent information to lenders, partners, potential buyers, and other interested parties. Our team is qualified to do compilation reviews and prepare financial statements and reports that are clear, concise, and acceptable to all outside parties in order to provide information and insight to help you run your business more effectively. Our team will work closely with you and your key team members to develop and execute a plan to complete this work by minimizing your team’s time spent on the process and without disrupting operations.

Our advisory practice brings senior-level financial expertise to businesses that need more than a once-a-year relationship with their accountants. Fractional Controller and CFO Services sit at the core of this offering — providing part-time or project-based financial leadership to companies that need the strategic horsepower of a seasoned CFO or controller without the cost of a full-time hire. Engagements range from financial reporting oversight and KPI development to cash flow modeling, budget and forecast buildouts, financing preparation, and board or investor reporting.

Beyond the fractional model, our advisory team supports clients through M&A transactions, business acquisitions and divestitures, technical accounting matters, and operational consulting. We help owners think through ownership structure, growth strategy, and the financial infrastructure needed to scale. With 25+ years of combined team experience working across industries — from food and beverage manufacturers and franchise operators to construction contractors, technology companies, real estate entities, and professional service firms — we bring both the technical accounting foundation and the real-world business perspective that meaningful advisory work demands.