Financial and Compliance Audits

Build confidence in your organization by verifying your financials

Join a passionate team dedicated to doing their best work and enjoying life along the way

Your Organization Depends on
Reliable Financials

Will you get the loan, capital, or grant funds needed to grow your organization?

It largely depends on your financial statements and what they say about your organization as readers of financial statements, such as lenders, investors, and grantors, use this information to make these critical decisions.

Don’t let a lack of reliable financial information keep your organization from scaling.

Get CPA-Assured Financial Statements You Can Trust

Your audit is too important to be placed into the wrong hands. When access to loans, capital, tax credits, or grant funds is on the line, the accuracy of your financial information can significantly impact how you grow your organization.

Yet, the auditing process can’t get in the way of actually running your organization.

You need an auditor who understands the requirements, reporting formats, and timelines you must meet. At Forge, we believe working with an auditor should help, not hinder, your organization. After completing more than 1,500 audits over the last 15 years, our team understands the challenges of keeping up with accounting, reporting, and compliance standards.

Our audit approach is designed to give you and your stakeholders assurance of the reliability of your financials. We also provide training, guidance, and examples so you understand how to present your financial information properly.

In addition to audits of private companies and nonprofits, our team has expertise in specialized assurance engagements and highly regulated, specialized reporting and compliance areas like employee benefit plan audits, certain tax credit programs, and governmental and program-specific audits for nonprofit organizations.

Get CPA-Assured Financial Statements You Can Trust

Your audit is too important to be placed into the wrong hands. When access to loans, capital, tax credits, or grant funds is on the line, the accuracy of your financial information can significantly impact how you grow your organization.

Yet, the auditing process can’t get in the way of actually running your organization.

You need an auditor who understands the requirements, reporting formats, and timelines you must meet. At Forge, we believe working with an auditor should help, not hinder, your organization. After completing more than 1,500 audits over the last 15 years, our team understands the challenges of keeping up with accounting, reporting, and compliance standards.

Our audit approach is designed to give you and your stakeholders assurance of the reliability of your financials. We also provide training, guidance, and examples so you understand how to present your financial information properly.

In addition to audits of private companies and nonprofits, our team has expertise in specialized assurance engagements and highly regulated, specialized reporting and compliance areas like employee benefit plan audits, certain tax credit programs, and governmental and program-specific audits for nonprofit organizations.

How It Works

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

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

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster Business Growth

Gain insights and support to help you achieve your goals.

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.

We Help You Navigate the Four Steps to Scalability

Call on Forge as your guide for your scaling journey and get the system, tools, and support you need to transition through the four steps to scalability.

Take the First Step to Verify the Reliability of Your Financials

Transform your audit from a frustrating obligation disrupting your organization into an empowering asset that helps you lead and grow with confidence.

FAQS

Find Answers to Your Audit Questions

Third parties, owners, and boards often require an audit or another assurance engagement to provide some level of assurance about your financial information.

Ultimately, they need to know whether they can rely on your financial information.

We come alongside you to understand your goals, concerns, and any third-party requirements so you understand your options and choose an option aligned with your needs and budget.

Engagement options include:

  • Audit
  • Review
  • Compilation
  • Examination
  • Agreed-upon procedures

If you know what level and scope of assurance services you need, submit a request for proposal to inquire about specific services such as private company audits, employee benefit plan audits, tax credit programs, and governmental and program-specific audits for nonprofit organizations.

Special funding sources often come with specialized reporting and compliance requirements. Those requirements are typically challenging to navigate but are crucial to comply with.

You need an auditor who understands the requirements you are under, as well as the reporting formats and timelines you must meet.

Our team specializes in highly regulated, specialized reporting and compliance areas. Call on us to guide you through the process so you can meet the requirements needed to secure your grant, loan, or tax credit funds.

Learn more about specialized assurance engagements.

Take the First Step to Verify the Reliability of Your Financials

Transform your audit from a frustrating obligation disrupting your organization into an empowering asset that helps you lead and grow with confidence.