Audit and Assurance Services*
Financial Reporting You Can Count On
Navigating a business loan? Strengthening internal reporting processes? Fulfilling a nonprofit reporting requirement? No matter your goal, Capstone Accounting & Tax offers the comprehensive audit and assurance services* you need. Our team of experts analyzes and interprets your data, making it easier to see the path forward.
What’s Audit & Assurance?*
Audit and assurance services for businesses are professional evaluations of your financial statements conducted by an independent provider. They offer varying levels of assurance depending on your needs, ranging from full-scale reviews to simple financial preparations.
They’re meant to give both internal and external stakeholders confidence in your numbers–which means confidence in your business.
When Would You Need Audit & Assurance Services?
You might need the help of an independent audit firm if you:
- Applied for a loan and need to show verified financials to a bank or lender
- Have board members or investors who want more visibility into your company’s financial position
- Are a nonprofit and need to submit financials for donor or grant reporting
- Need to improve internal financial clarity
- Are preparing for an expansion or transition and need accurate data
Even if you're not required to have an audit, the services we offer here at Capstone can improve transparency, build trust, and help you make more confident business decisions.
Our Core Services
Audit
The highest level of assurance, our financial statement audit services provide a thorough, objective examination of your information in accordance with Generally Accepted Auditing Standards (GAAS). Often required by investors, regulators, and banks, audits involve detailed verifications and interviews.
- Required for formal compliance needs
- Trusted by outside parties
- Details your financial standing
Review
A Capstone Accounting & Tax review involves conducting inquiries and applying analytical procedures to determine whether your financial statements make sense. A review offers a moderate level of assurance without the deep dive of a formal audit.
- Basic validation that’s often sufficient for stakeholders or lenders
- Less time-intensive than an audit
- Flags anything that appears to be a misstatement
Compilation
During a compilation, our experts take your financial data, organize it, and present it in easily digestible financial statements. No assurance is provided at this level–compilation is more about creating a professional presentation of your numbers that could be used for internal or external use.
- Organizes current financial data
- No assurance or opinions given
- Useful for internal decision-making or informal reporting
Preparation
Our most flexible and informal level of service, preparation provides the foundation for basic financial structuring. It’s ideal for those needing financial clarity without formal reporting requirements.
- Good for circumstances that don’t require assurance
- Often used for internal planning purposes
- Streamlined and highly customizable
Why Us for Audit & Assurance?*
- Tailored, not templated: Our audits, preparation, review, and compilation services are customized to align with your goals.
- 250+ years of collective experience: We have decades of experience delivering accurate, objective financial reports that meet the needs of boards and banks alike.
- Responsive: From kickoff to delivery, we communicate clearly and consistently so there are no surprises, disconnects, or delays.
- Committed to quality: We abide by strict professional standards and conduct thorough internal reviews to ensure every engagement is accurate.
Business Accounting Services
Get Started
Learn how our proactive support safeguards your bottom line and your future.
A Clear Process, From Day One
Discovery
Once you submit an initial inquiry, we’ll have a discovery meeting to learn more about your business and reporting needs.
Engagement & Scope
We’ll define the appropriate level of audit and assurance service* and get on the same page about what to expect, when.
Information Gathering
You provide the documents so we can provide the analysis.
We Get to Work
Our audit experts review your financials and conduct clarifying interviews with your staff, if needed.
Prepare Report
We'll compile all the information learned into a straightforward report and conduct a detailed technical internal review.
Delivery
Your final report is sent to you, along with next steps or recommendations, if applicable.
Audit & Assurance* FAQs
Why would my business need an audit if it’s not legally required?
If compilations and preparations don’t offer assurance, why would I choose them?
How much do audit and assurance services cost?
Additional Services to Explore
Accounting
From bookkeeping and payroll to a virtual CFO, our accounting services provide accuracy and clarity.
Valuations
The hard data you need to make smart moves, whether selling, planning a succession, or simply gaining a better understanding.
Taxes
Whether you need proactive planning, precise preparation, or both, our tax services help you minimize liabilities and maximize savings.
Consulting
Strategic, real-world insights crafted with deep financial knowledge that helps you move forward with confidence.
Connect With Your Local Capstone Office
Our small business tax and accounting firm combines deep market expertise with a hometown feel, wherever you are. Visit us at one of our twelve conveniently located Capstone locations or ask about the virtual services we offer.
Oregon
Washington
Idaho
Colorado
Helpful Resources
Careers at Capstone
Looking for meaningful work opportunities in collaborative environments? Join a firm where people come first and where potential is valued. Browse our available positions today.
Partner With Us
We’re actively growing and always looking for like-minded firms to welcome into the Capstone Accounting & Tax family. If you’re looking for a succession solution that protects your team and legacy, let’s connect.
A Secure Process Built Around You
Working with our credentialed experts begins with a simple inquiry. After completing a short online form, we typically send a secure request to upload your prior two years of tax returns and relevant documentation. This information gives our professionals the context needed for productive planning sessions or accurate return preparation. From there, we provide a detailed scope of work and clearly outline next steps.
From your first upload to your final deliverable, we make every step of the process efficient, structured, and tailored to your needs.
The Capstone Ledger
We write the way we work: helpful, clear and grounded in real-life expertise. Check out our blog for financial insights, business advice, and tax tips that are jargon-free.
Day-to-day support.
Big-picture thinking.
Whether running a business, looking for integrated tax and wealth planning, or considering what’s next, Capstone Accounting & Tax is here to help you move forward with confidence. Let’s start a conversation that leads to real results.
