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, reviews, and compilations differ in the level of assurance provided on your financial statements. An audit offers the highest level of assurance through detailed testing, a review provides limited assurance based on inquiries and analysis, and a compilation presents financial information without providing any assurance. We help you choose what fits your needs and regulatory requirements.
Organizations that sponsor qualified retirement or certain employee benefit plans may be required to undergo an audit under Department of Labor regulations once the plan reaches a specified size—generally more than 120 participants.
Not all businesses require audits, but some lenders, investors, and regulators may insist on them. Single audits are required for nonprofit entities that receive significant federal funding. Regardless of which audit you’re engaging in, we help you understand your obligations and options to ensure compliance and minimize audit stress.
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