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Assurance, Advisory & Review Services

At Sensiba San Filippo, we focus on helping forward-thinking, entrepreneurial organizations with assurance and advisory services designed to help companies with compliance, reporting and strategic planning. We help you assess and ensure the quality of information you use to make critical decisions, formulate solutions to your business problems, and evaluate your company’s financial performance.

Our firm is a member of the American Institute of Certified Public Accountants (AICPA), the AICPA Governmental Audit Quality Center (GAQC), and the California Society of CPAs.

Corporate Accounting and Advisory

We pride ourselves on our ability to understand the strategic vision of our clients, working toward common goals while maintaining the proper level of independence. Our corporate accounting services include:

  • Agreed Upon Procedures
  • Strategic Planning
  • Collateral Audits
  • Cash Flow Analysis
  • Financial Projections and Forecasts
  • Succession Planning
Internal Audit and Controls

We help businesses assess areas of potential risk through the following services:

  • Internal Audit Co-Sourcing or Outsourcing
  • Internal Audit External Quality Assessment
  • SOX Compliance Assistance
  • SOC1, SOC2, or SOC3 Compliance Assistance
  • Fraud Prevention, Detection and Investigation
  • Operational and Financial Risk Assessment
Employee Benefit Plan Audits

Our firm has been a member of the AICPA Employee Benefit Plan Audit Quality Center since its inception. Our team has in-depth knowledge of AICPA, ERISA, DOL and IRS requirements related to employee benefit plan audits.

Transactional Services

In addition to providing due diligence and consulting during a transaction, merger or acquisition, we can help make the smooth transition into the first year’s financial statement audit or review. Services include:

  • Deal Structuring
  • Financial Due Diligence
  • Portfolio Audit Compliance
  • Proforma Financials/Projections
  • Quality of Earnings Reports
  • Review and Analysis of EBITDA
  • Review of Internal Controls and Reporting
  • Review Sale and Purchase Agreements
  • Transaction Cost Analysis
  • Working Capital Review
Our Service Philosophy

At Sensiba San Filippo, we are all about superior client service. We strive to develop long-term relationships with our clients, approaching each engagement with a focus on bringing value. Our senior professionals are actively involved in each engagement from inception to conclusion, and are sensitive to issues of discretion and confidentiality. In addition to providing strategic advice, we communicate regularly with our clients about the scope of each engagement and openly discuss fees to avoid surprises.

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