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Services Lines > Assurance Services
Assurance Services
Audit and other assurance services relating to financial statements have traditionally been considered a core service of large CPA firms; yet, in today’s dynamic business environment, clients and other users of financial statements want more and need more.
At RBZ, we view the audit as more than a compliance activity; it’s also an opportunity to develop a thorough understanding of your business, nuances about the industry your company operates in, and the business risks you face. We provide audit, review and other attest services to companies in each of the niches we serve: Family Wealth, Law Firms, Middle-Market, Nonprofits and Real Estate.
The professionals who serve in each of these niches are immersed in their respective industries and use their expertise and insights to bring value to your organization.
We focus on reaching beyond the balances to recommend improvements to business processes and internal controls, improve the quality of the information your system generates, develop useful management reports and help organize and interpret the financial information to help you make better decisions. As a large local firm, we have the resources, experience and expertise to handle all types of clients, whether small and emerging businesses or large complex organizations. Yet, we have retained the flexibility necessary to deliver the personal service you deserve.
RBZ is a participant in the American Institute of Certified Public Accountants’ Peer Review process since its inception and has received an unqualified opinion for each of its reviews, which have also been accepted by the California Society of CPAs.
Our services include:
- Audited financial statements
- Reviewed financial statements
- Compiled financial statements
- Agreed-upon procedures
- Reporting on internal controls
- Assistance on transactions, including mergers and acquisitions
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