Assurance

Exactly What Your Business Needs

Imagine it’s the early years of your brand-new company—the business plan is set in motion. You’re generating sales, making monthly lease payments, even throwing epic annual Christmas parties. With all the action taking place, you need a rock star CPA firm to handle all your accounting and bookkeeping services, including monthly prepared financial statements that management can evaluate. ATKG CAN DO THAT.

A couple of years down the road, you ditch that cramped office space and purchase a building that you can call your own. As part of the loan covenant on the note, the bank requires compiled financial statements. ATKG CAN DO THAT TOO.

Business is good, but you’re ready to expand into a new market. You need funding for research, travel, and additional personnel. With this larger line of credit, the bank will request reviewed financial statements to provide a higher level of assurance. ATKG CAN DO THAT ALSO. Do you need $2 million more to start building that new location? That’s great. But expect the bank to want a CPA to quantify and validate specific information about your inventory, accounts receivable, or other relevant financial statement data in the form of agreed-upon procedures. YOU GUESSED IT. ATKG CAN DO THAT.

As your company grows, you’ve been forced to delegate the finance, purchasing, and sales responsibilities. How can you be sure that all these departments are running with minimal operating errors, and more importantly, without occurrences of fraud? To help set your mind at ease, you need an internal control review team to come in and assess the effectiveness of your financial reporting controls. DO WE REALLY NEED TO SAY IT? ATKG CAN DO THAT AS WELL.

No matter which stage your company is in, ATKG has a team of rock stars that provide unparalleled financial statements and assurance services to fit your needs.

Prepared Financial Statements
  • ATKG assists businesses in presenting its financial statements in an acceptable financial reporting framework
  • Intended for businesses who may not have a controller or CFO and need assistance in preparing and evaluating their financial results
  • Typically, appropriate for internal use but can be distributed to third parties.

Compiled Financial Statements
  • ATKG issues a compilation report after gaining an understanding of your business, accounting principles, and financial reporting system to present financial statements
  • Intended for use by lenders and other outside parties who may appreciate the business’ association with a CPA without requiring the level of assurance of a review
  • Typically, appropriate when initial or lower amounts of financing or credit are sought or significant collateral is in place

Reviewed Financial Statements
  • ATKG issues a review report after performing analytics, inquiries, and other procedures to provide clients with a level of comfort in their financial statements
  • Intended to provide lenders and other outside parties with a basic level of assurance on the accuracy of financial statements
  • Typically, appropriate as a business grows and is seeking larger and more complex levels of financing and credit.

Audited Financial Statements
  • An audit report is the highest level of assurance we provide clients seeking high levels of financing and credit when securing outside investors or preparing to sell or merge with another business.

Agreed Upon Procedures
  • ATKG issues a report that includes details and results of specific procedures performed that the business or third-party user have deemed appropriate based on their needs
  • Intended for businesses who do not require a full-blown financial statement audit but still desire a certain level of assurance on specific accounts or elements of a business, such as inventory, accounts receivable or contractual obligations
  • Typically, appropriate when a business or a third party wishes to evaluate results according to their specific use.

Internal Control Risk Assessment
  • ATKG performs this assessment to assist a business in evaluating its current internal controls over its financial reporting
  • Intended for businesses who wish to ensure reliability and integrity of financial information and safeguarding of assets
  • Typically, appropriate if a business’ internal controls have never or have not recently been evaluated by a CPA

testimonials

‘‘My father and I have used ATKG since the days of its founder James Ahern, and they have always provided excellent and accurate advice.’’

A Client

‘‘I can't name just one reason about Eric and Hayley! Their proactivity, creativity, collaborative spirit, and communication are all absolutely incredible.’’

A Client

‘‘Everyone that I have worked with at ATKG is extremely friendly, helpful, and always very responsive!’’

A Client

‘‘We appreciate ATKG's responsiveness, timeliness, and good communications’’

A Client

‘‘Very personable and knowledgeable. Over the years, I have created great relationships with Teryn Grater, Diane White, and the seniors and managers on my account.’’

A Client

‘‘I call them my ATKG team!’’

A Client

‘‘I couldn't be happier with the choice to move from EY to ATKG. A.J. Sturm, Diane White, Alisha Bell, and the support staff have been instrumental in helping me with a complicated Estate and Foundation scenario. Not only have they provided me with phenomenal accounting and tax advice, but they have also gone above and beyond to help me plan for today, tomorrow, and far beyond. Thank you, ATKG!!!’’

A Client

‘‘We continue to consider ATKG a part of our personal and business planning team. They are a professional firm with an impeccable level of service.’’

A Client

‘‘ATKG is very professional, responsive, and client-oriented. They are committed and make a point to communicate with annual meetings and anytime I have a question.’’

A Client

‘‘Angie Stone and her team provided valuable forensic accounting services and excellent litigation support in some complex family law cases handled by our firm.’’

A Client

‘‘Angie Stone and Courtney Mastin are prompt in their response to any inquiry our clients or I may have. Additionally, everyone at ATKG maintains a wonderful level of professionalism.’’

A Client

‘‘Great people, good response time, and helpful’’

A Client

‘‘Excellent customer service. Rapid response to questions!’’

A Client

‘‘Great people and very informative, up-to-date with ever-changing rules and guidelines in this ever-changing government!’’

A Client

‘‘ATKG is invested in my success and is highly responsive to my needs.’’

A Client

‘‘ATKG offers great customer service.’’

A Client

‘‘Prompt service and excellent forecasting. I also feel that I get tremendous support, more than I have received in the past.’’

A Client

‘‘Katie provides great service and is very knowledgeable.’’

A Client

‘‘Been working with ATKG for several years; they are extremely professional, knowledgeable and offer great customer service.’’

A Client

‘‘ATKG provides services up and above any other accounting firm I have ever used. They want to help their clients manage their wealth and offer to help teach their children about wealth and how to manage it.’’

A Client

‘‘She is friendly, responsive, and knowledgeable.’’

A Client

‘‘David and the ATKG team are knowledgeable regarding current tax issues, and they are extremely responsive to all questions.’’

A Client

‘‘A. J. is professional, knowledgeable, and provides friendly assistance.’’

A Client

‘‘Eric and Sarah do an excellent job handling our account and promptly answering questions. They are proactive in planning meetings and looking forward.’’

A Client

‘‘Our ATKG team, which includes Eric, Ruth, Katie, and Shannon is incredibly knowledgeable, professional, and supportive of our business. Client service always feels like it is at the forefront of their mind.’’

A Client

‘‘Loyal, excellent service over 35 years with Melanie and her team.’’

A Client

‘‘Our interactions with Diane and the ATKG team are always a model for how a professional services company should interact with its clients. With ATKG, we know that our finances are in good hands.’’

A Client

‘‘Melanie, Teryn, and Sandy have clearly had my and my family's best interests at the forefront. I have had a 19-year relationship that has proved to be very beneficial to my family and me.’’

A Client

‘‘Melanie, Teryn, and Katie offer us confidence.’’

A Client

‘‘Diane and Shannon are a critical resource and partner to our firm. They are knowledgeable, responsive, and dependable on all levels.’’

A Client

‘‘Diane and Shannon provide great service. They are very knowledgeable and are always willing to assist our group with sage advice.’’

A Client

‘‘Teryn is always quick to respond to questions and on top of the latest accounting rules.’’

A Client

‘‘Amanda and Shannon offer us consistent communication’’

A Client

‘‘Great work, timely, and the best part....nice folks!’’

A Client