Why Us?

Collaborate directly with your Providers

Your workload is reduced because we understand the industry, providers, and information available, reducing the time you need to spend collecting documentation.

We build relationships with your plan custodian, investment advisors, third-party administrators, and payroll companies to directly request information from them.

Consistent engagement team

You will never have to wonder who will be staffed on your audit, what their experience level is, or if you’ll need to explain the details of your company to them all over again each year.

You’ll be exclusively working with the owner, Michael, during all phases of your audit.

Completely remote and flexible

We complete the audit on your schedule, remotely, and aren’t limited to specific days at your office.

This saves your staff time, allows you to work at your own pace, and doesn’t require you to clear your schedule to get the audit done.