Our Services
We work side by side with Local Government staff to keep finances and technology in good shape. Whether it’s preparing reports, strengthening everyday practices, or helping with outside audits, our goal is to make the process smoother and less stressful.
Audit Readiness
With over 50 years of combined experience in governmental audits, our team understands exactly what external auditors look for. We work closely with your staff to organize records, reconcile accounts, and prepare clear schedules so auditors can do their work efficiently. By anticipating audit needs and resolving issues in advance, we help reduce stress, shorten timelines, and ensure a smoother audit process.
Financial Reports
We provide clear, accurate reporting that meets both professional standards and your stakeholders’ needs. Our team prepares Annual Comprehensive Financial Reports (ACFRs), State Controller’s Office filings, and other required submissions with precision and timeliness. Beyond compliance, we also draft internal control memos and supporting documentation that highlight strengths and address areas for improvement. Our goal is to deliver financial reports that are not only audit-ready, but also useful for management, councils, and the community. The team has prepared more than 100 GFOA awarded ACFR including first year submissions.
Single Audit and Grants
Our team has extensive experience assisting agencies with grant reporting and Single Audit preparation, including compiling and reconciling the Schedule of Expenditures of Federal Awards (SEFA). We are familiar with assistance listings that belong to large federal departments such as HUD, DOT, and the Department of the Treasury, which oversee numerous programs and complex compliance requirements. For example, we regularly support clients with the HUD Community Development Block Grant (CDBG) and similar high-profile programs. By organizing documentation, testing compliance, and preparing accurate schedules, we ensure your grants are reported correctly the first time, reducing audit findings and giving management confidence in compliance.
IT Internal Controls
We provide hands-on support to help cities strengthen their technology environment and meet audit expectations. Smaller cities often face challenges maintaining IT controls due to limited staff and competing priorities. With the guidance of a Certified Information Systems Security Professional (CISSP) on our team—who brings decades of IT audit and cybersecurity experience from KPMG—we can structure, document, and implement practical IT controls that work for your organization. Our services include developing access controls, documenting change management procedures, improving backup and recovery processes, and addressing cybersecurity risks, all tailored to fit the scale and resources of local government.
General Internal Controls
We assist agencies in strengthening and formalizing their internal control framework so that daily operations run smoothly and audit requirements are met. Using the COSO framework as a guide, we help structure clear processes, assign responsibilities, and design safeguards that reduce the risk of errors or fraud. Our team works with staff to document policies and procedures in a way that is practical for day-to-day use while still meeting professional standards. By aligning internal controls with COSO principles, we ensure that your city has a well-organized system that supports accountability, compliance, and confidence in financial reporting.
Council and Board Communications and Support
We recognize that city councils and board members need information presented in a way that is clear, concise, and easy to understand. Our team translates complex topics—such as IT controls, internal control structures, financial reporting, and budget results—into straightforward language and visuals that support informed decision-making. Whether through summary reports, charts, or presentations, we ensure that council members can quickly grasp the key points, ask the right questions, and feel confident in the information provided. By bridging the gap between technical detail and practical governance, we help strengthen trust and transparency between staff and elected officials.
Contact us
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