Assurance Services
Simon Lever’s assurance services equip business leaders with financial data to make informed decisions, positioning themselves and their organizations for success.
Services Offered
Audits, Reviews & Compilations
Auditing, reviews, and compilations begin where accounting ends. No matter the size of a business, assurance services minimize costly errors by identifying and correcting inconsistencies or inaccuracies.
Employee Benefit Plans
Simon Lever’s Lead Advisors take the complexities out of managing and auditing employee benefit plans, so you can generously compensate your team without compromising the financial goals of your organization.
Single Audits
Organizations subject to a maze of rules and regulations that require independent reviews, such as single program-specific audits, can maintain compliance while focusing on their core mission.
Frequently Asked Questions
Assurance services provide independent, objective evaluations of your financial statements and internal controls. This helps you identify and correct inconsistencies, minimize errors, and ensure accurate reporting—empowering you to make informed business decisions.
Audits offer the highest level of assurance by thoroughly examining your financial statements. Reviews provide limited assurance with analytical procedures and inquiries, while compilations present financial data without assurance, based on information you provide. We help you choose what fits your needs and regulatory requirements.
Businesses with qualified retirement plans, such as 401(k) or pension plans, may require annual audits to comply with ERISA and Department of Labor regulations. Our team provides both full- and limited-scope audits to meet these requirements.
Not all businesses require audits, but some lenders, investors, and regulators may insist on them. Single audits are required for entities that receive significant federal funding, such as some nonprofits. Regardless of which audit you’re engaging in, we help you understand your obligations and options to ensure compliance and minimize audit stress.
Meet Our Assurance Experts
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