Porte Brown Wealth Management
Audit & Review Services
Why the team makes a difference.
Porte Brown’s Audit & Review Services Practice Group takes a "big picture" approach to working with clients. We take the time to understand your business and apply our breadth of knowledge and depth of experience to offer you the best possible solutions and counsel.
How we do it.
Our audit and review services span several industries with a particular focus on manufacturing, construction, not-for-profit organizations, professional services and employee benefit and welfare plans. Porte Brown CPAs are trained in audit, review, tax and general business consulting which sets us apart as being able to add value beyond the basic attest engagement.
Porte Brown’s "no extension" policy applies to each and every practice group, ensuring that all audit and review work for closely held businesses, not-for-profit organizations including, OMB A-133 audits, employee benefit plan audits or agreed upon procedures engagements are completed on time.
Areas of specialization include:
As a result of the current economic downturn, some of our clients are close to violating their debt covenants. Porte Brown can work with our clients and their lending institution to develop strategies to help ensure these companies remain in compliance, or develop action steps to return to compliance in the short term. We follow up with these clients throughout the audit process to ensure they are implementing our proposed recommendations.
Please contact Porte Brown’s Audit and Review Practice Group leader, Russell Wilson, CPA, CCIFP, at 847-956-1040.
Questions? Let us know how we can help.
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PORTE BROWN SITE
Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of AZ, CA, FL, GA, IL, IN, KY, MO, NC, RI, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.