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Our audit and assurance services can help companies see further and deeper into their businesses. We believe a responsible auditor is an involved auditor; from the partner to the staff, we strive to fully understand your business.
Audit quality is our highest priority. Quality informs every aspect of our audit practice, from strategy to delivery, and guides every step we take to support and +our professionals. Our pursuit of audit quality is at the center of our culture of continuous improvement and innovation.
We deliver audit and assurance services tailored to private companies, including family-owned businesses, closely held (non-family) businesses, and private equity-backed companies. We build teams that are proficient in private company matters and have a grasp of auditing standards for private companies.
We focus on what matters, so you can too. Our tailored audits are fit to each unique business. You can expect a team that gets to know your business and your communication preferences just as thoroughly as your books.
Testing of the organization’s compliance with federal laws and regulations related to the programs and activities that receive federal funding.
Our Yellow Book Audit services ensure that your organization is compliant with federal laws and regulations and that your financial statements accurately represent your financial position. These audits, performed under Generally Accepted Government Auditing Standards (GAGAS), are required for organizations that receive federal funding and are conducted in accordance with the standards outlined in the Yellow Book. Our team has extensive experience with this audit process and is equipped to provide expert guidance to ensure a successful audit.
The Yellow Book Audit includes a review of the organization’s financial statements, as well as testing of its compliance with federal laws and regulations related to the programs and activities that receive federal funding. It also includes an evaluation of the organization’s internal control systems and an assessment of its risk of noncompliance with federal requirements.
By utilizing our Yellow Book Audit services, you can be confident that your organization is in compliance with federal laws and regulations and that your financial statements accurately reflect your organization’s financial position. Our team has extensive experience with the Yellow Book Audit process and can provide expert guidance to help ensure a successful audit.
By utilizing our UFR services, you can be confident that your organization is in compliance with the requirements set forth by the Commonwealth of Massachusetts and that your financial statements are accurately reflected.
Our team specializes in preparing the Uniform Financial Statements (UFR) and Independent Auditor’s Report for organizations that contract with the Commonwealth of Massachusetts to provide human and social service programs. The UFR is a required annual filing that is submitted to the Massachusetts Operational Services Division (OSD) and includes financial statements, such as the balance sheet and income statement, as well as specific information on the organization’s programs and operations.
To assist with the preparation of the UFR, we have developed a template that interfaces with our audit software. This can ease the burden on your accounting staff and help to ensure that the financial statements are accurate and complete. Our team has extensive experience with the UFR and regularly attends the annual UFR Federal and State Compliance Training course provided by the Massachusetts Society of CPAs (MSCPA) to stay up to date on the latest requirements and best practices.
Lisa Hoskinson is a respected and accomplished certified public accountant with almost 20 years of experience in the industry. Her career began in New Jersey with a medium-sized public accounting firm. She has a strong track record in managing private company and small business audits, reviews, and compilations, and has demonstrated her expertise in preparing and reviewing individual and corporate tax returns. Lisa’s dedication to her clients and her commitment to excellence have earned her a reputation as a trusted and reliable professional.
Jim Gaudreau is an accomplished and highly respected certified public accountant with over 35 years of experience in the industry. He has a diverse background, having worked in both small and large firms before establishing his own practice in 2009. Throughout his career, Jim has earned a reputation for his professionalism and commitment to his clients, and he has consistently demonstrated his ability to deliver exceptional service. As a team member, Jim is known for his ability to work seamlessly with his colleagues and his dedication to helping our clients achieve their goals.
Jim was the Chair for an international not-for-profit organization and a board member for six years. He was also President of the New England chapter for 10 years.
Jeff Murphy has over 40 years of public accounting experience, from working briefly for a large international firm auditing financial services early in his career to being a partner in local and regional firms for over 25 years specializing in a firm’s quality control and auditing practices. Jeff has vast experience in not-for-profit, commercial and employee benefit plan audits.
He has served on the board of directors in the capacity of Treasurer of many Merrimack Valley not-for-profit organizations.
Jeff was an adjunct professor for Merrimack College for over 10 years specializing in auditing and various other accounting courses. He has also been an instructor for various CPA societies’ classes including ethics, staff training, and risk-based auditing.
