Tailored Auditing Solutions: Independent and Cost-Effective

If you need an independent audit done, the Wheeler & Egger team places a strong emphasis on early planning and understanding your business functions. The result? A comprehensive audit, uniquely tailored to your business, in a cost-efficient, timely manner. 

Does Your Organization Need an Audit? If you:

• Are a regulated entity, either by incorporation or as a not-for-profit organization and must file audited financial statements

• You are in the process of exploring the feasibility of changing audit firms

• You want your current audit firm to concentrate on providing non-audit services to your firm and you need to engage a new auditor

• You are concerned that your current auditor does not sufficiently understand your company and industry to perform an effective audit

Contact us today. Our highly experienced team will provide a customized auditing solution for you. 

The 8 Principles Our Auditing Process is Based On

Our audit is aligned with your business functions, not just your financial processes.  Our service is based on eight principles that form the basis of our audit framework.  How they benefit you is described below.

• Planning to exceed your expectations by delivering an audit service that provides the greatest benefits to you.

• Ensuring effectiveness by assessing risk properly and planning the appropriate combination of work, to reach robust audit opinions.

• Maximizing efficiency by delivering our audit on time, according to plan, and to budget.

• Managing risk effectively by identifying and mitigating risk to an agreed level.

• Developing our people by giving them the support and opportunities they need to generate value for you.

• Using technology effectively by maximizing teamwork, communication, and efficiency through improved knowledge, management and accessibility.

• Communicating continuously by remaining accessible and responsive to you throughout the engagement and anticipating and addressing your needs.

• Evaluating our performance by holding ourselves accountable and constantly identifying areas for improvement.

These principles form the framework for our audit service to you and each team member is committed to their application throughout the audit process.

What You Will Receive From an Audit

• Advice on remaining compliant with regulations

• Advice on controls and processing system weaknesses

• Confirmation of accounting treatments with respect to complex transactions

• Independent review of externally reported information  

• Accountants' reports expressing the professional opinion as to the fairness of the statements and their presentations in conformity with GAAP

An Audit Versus a Review

Some organizations are allowed to undergo a review instead of an audit. If it is acceptable to the regulating or financing organizations of a business, a review can be a cost-saving alternative. 

• A review differs from an audit in scope and does not provide a professional opinion of E. Samuel Wheeler, CPA, an independent Certified Public Accountant, as to the fairness of the statements and their presentations in conformity with generally accepted accounting principles. 

• A review will provide a basis for communicating on any material modification that should be made to the interim financial information for it to conform with generally accepted accounting principles. A review may bring to the accountant's attention significant matters affecting the interim financial information, but it does not provide assurance that the accountant will become aware of all significant matters that would be identified in an audit.  

Ready to get started on your auditing or review process? Contact our experienced team today.