Audit and Assurance Services

As a business owner, you're operating in a fast-paced environment. What you need to do to succeed as a business is constantly shifting and changing. This is why having access to reliable and up-to-date information is crucial. Accurate information can be that step that gets you from your current state to your future goal, whether that's by obtaining business loans, merging or acquiring another business, or deciding which product or service to roll out next.

Are you…

  • Trying to compete in a global marketplace?

  • Preparing to go public?

  • Working to protect your company's reputation?

  • Seeking skilled insights for regulatory changes?

If so, our dynamic financial audit and assurance services can provide your business with the critical information necessary to make smarter, more efficient decisions.

The audit and assurance process can be complicated, but our role at OAK Advisors CPAs is to simplify that complexity for you so you can get back to what you do best - running and growing your business.

How Do Our Audit and Assurance Services Work?

We're reliable, but never stagnant. At OAK Advisors, we pair new technologies with industry specializations to deliver financial reviews that provide limited assurance on your financial statements. We have a team of experienced professionals certified in various financial disciplines. This means that our reviews not only meet, but exceed industry standards. This ensures that your financial statements conform to the applicable financial reporting framework.

What does this mean for you? You have a team of experts at your disposal who can complete the work you need while you can get back to your areas of expertise.

Why Choose OAK Advisors for Audit and Assurance Services?

Deep Industry Experience and Compliance Knowledge

Leveraging decades of experience, our professionals possess a profound understanding of specific industry challenges and compliance requirements.

A Tailored Approach to Audit and Assurance Services

We customize our audit and assurance services to align with the unique operational needs and regulatory landscapes of each industry we serve.

Unwavering Integrity to Your Business

Conducting audit services and assurance with the utmost integrity, we ensure that your financial statement audit, financial reporting, or other financial services are transparent and reliable. We want to foster trust between your business and investors, regulators, and other stakeholders.

Innovative Audit and Assurance Methodology and Insights

Our audit and assurance approach is supported by automation, data analytics, and other digital services. The dedication to innovation at OAK Advisors increases the efficiency of your audit and assurance experience. We aim to minimize disruption to your organization and surface new information you can use to evaluate your business and make better decisions.

Client Involvement

With our audit and assurance methodology, you are involved early and often during the process. This allows us to quickly address issues, avoid surprises, and deliver a high-quality audit and assurance on time.

Personalized Service

High-tech doesn't mean we set our humanity to the side. While we invest in sophisticated technology services and partner with global technology leaders, you'll never find it hard to talk to a human.

Your skilled engagement team will work with you personally, analyzing critical data to ensure high-quality work that helps you achieve your goals.

Our professionals are technically astute and digitally savvy, but there's a purpose behind everything they do. They'll deliver efficient review solutions and insights that drive a broader business value.

Long-Term Relationships

We take a measured approach to our projects and operate from an integrity-first ethos. This is done to enhance your client experience significantly. We work to develop trust and mutual respect with our clients, naturally fostering long-term relationships.

Industries We Work With For Audit and Assurance Services

Technology

Your tech company comes with specific financial challenges. We work to address these challenges, including revenue recognition, intellectual property rights, and venture capital funding.

Healthcare

Our reviews help healthcare providers manage compliance with complex regulations such as HIPAA, Medicare, and Medicaid reimbursement processes.

Manufacturing

We ensure accurate financial reporting in manufacturing, focusing on cost accounting, inventory management, and supply chain financials.

Retail

Retail businesses need to manage inventory accuracy and optimize point-of-sale systems. We can assist with reviews that help your business manage these moving pieces, meeting both investor and regulatory demands.

Non-Profit Organizations

For non-profit organizations, transparency is paramount. We assist non-profits in maintaining transparency and accountability, opening the door for your organization to secure funding and manage donor contributions more effectively.

Schedule Your Financial Audit and Assurance Today

Enhance your financial oversight with effective financial checks tailored to your industry’s needs. Contact OAK Advisors to discover how our specialized audit and assurance services can help you maintain reasonable financial assurance and compliance across any industry.