Private Company Audit Services

Audit clarity for growing businesses, from bonding and loan requirements to preparing for an exit

Audit clarity for growing businesses, from bonding and loan requirements to preparing for an exit

Hands-On Partner
Involvement
Experience
Across Industries
Timely, Professional
Delivery

Hands-On Partner Involvement

Experience Across Industries

Timely, Professional Delivery

Audit Support that Moves Your Business Forward

When your audit is required for bonding, lending, or investor reporting, you need more than a checklist. You need a clear, efficient process and a team that respects your time.

At Forge, you’ll work directly with a partner who stays involved from start to finish. You’ll see familiar faces each year and get the clarity you need to move forward with confidence, whether you’re preparing for a transaction, maintaining compliance, or building trust with stakeholders.

We specialize in audits for closely held companies and coordinate seamlessly with your internal finance team to reduce disruption and keep things running smoothly.

What You Can Expect

  • Hands-On Partner Involvement

  • Industry-Relevant Expertise

  • Professional, Timely Delivery

We work with privately held companies across industries, from construction and manufacturing to healthcare and professional services. Our team understands what bonding agents, lenders, and investors expect, and we deliver audit results on schedule with the professionalism and clarity that help you move forward confidently.

What You Can Expect

  • Hands-On Partner Involvement

  • Industry-Relevant Expertise

  • Professional, Timely Delivery

We work with privately held companies across industries, from construction and manufacturing to healthcare and professional services. Our team understands what bonding agents, lenders, and investors expect, and we deliver audit results on schedule with the professionalism and clarity that help you move forward confidently.

BOOK A DISCOVERY CALL

Your 3-Step Plan To A Smooth Audit

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Leverage our team of experts and solutions to bring reliability and visibility to your finances so you have predictability and flexibility in your organization.

3

Present Your Financials
with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book A
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book a Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

How It Works

1. Planning & Request List

We learn about your company and what the audit is supporting. You’ll receive a clear list of what we need early in the process.

2. Fieldwork & Testing

We ask thoughtful questions, conduct required testing, and communicate proactively along the way.

3. Review & Reporting

You’ll receive accurate financial statements presented clearly and a clear explanation of the results.

4. Ongoing Support

We remain available year-round for questions, consultations, or future audit planning.

Additional Services for Private Companies

In addition to audits, we offer specialized services for closely held and growing businesses, including:

  • Agreed-Upon Procedures (AUP) Engagements

  • Historic Preservation Tax Credit Examinations

  • Reviewed Financial Statements (under SSARS)

Not sure what level of assurance you need? We’re happy to talk it through.

Additional Services for Private Companies

In addition to audits, we offer specialized services for closely held and growing businesses, including:

  • Agreed-Upon Procedures (AUP) Engagements

  • Historic Preservation Tax Credit Examinations

  • Reviewed Financial Statements (under SSARS)

Not sure what level of assurance you need? We’re happy to talk it through.

BOOK A DISCOVERY CALL

Ready For A Smoother Audit?

Let’s make the audit process easier on your team and more valuable to your investors, lenders, and advisors.

Let’s make the audit process easier on your team and more valuable to your investors, lenders, and advisors.

Prefer to talk it through?

Prefer to talk it through?

Ready to request a proposal?

Submit a Request for Proposal

Ready to request a proposal?

Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.

Note: Tax services, including nonprofit tax filings, are available only to active Audit & Assurance or Virtual CFO & Controller clients.

FAQS

Find Answers to Your Audit Questions

Most of our private company clients are required to obtain an audit for bonding, lending, contractual, or regulatory reasons. Others are preparing for a transaction or internal governance.

Yes. We frequently collaborate with existing advisors to ensure consistency across your financial picture.

Absolutely. We provide checklists and guidance to help your internal team prepare smoothly.

We also offer reviews and agreed-upon procedures engagements. If you’re unsure what level of assurance you need, we can help you determine the best fit.

Tax services, including nonprofit tax filings, are only available to organizations receiving our Audit or Virtual CFO & Controller services. We do not accept tax-only clients.