Audit & Assurance

At Sensiba San Filippo, we focus on providing businesses with personalized audit and assurance services designed to enhance strategic planning and ease the stress of compliance and reporting. We will help you assess and strengthen the quality of information you use to make critical decisions, formulate solutions to your business problems, and evaluate your company’s financial performance. Our team of knowledgeable professionals is here to make your audit process smooth, approachable and suited to your business structure.

Why Choose SSF For Your Audit?

Every business is unique, and that means you’re not just another item on our checklist. We get to know our clients, understand their business and ultimately offer insight and proactive guidance on a personalized level. Each engagement team is handpicked to fit your needs and industry, and our low turnover rate means that you will have a consistent team year after year. Our teams are highly knowledgeable and specialized in particular industries, however, our audit staff also participate in various trainings throughout the year to understand the interconnectedness in all industries. We love our jobs, and that shows in the way we interact with clients, approach issues and stand behind our assurance work product far beyond the date of completion.

Other Types of Assurance Services

While audits are undoubtedly valuable, a financial audit isn’t the only solution. When the level of desired assurance does not require a full audit, a review, compilation or agreed upon procedures engagement may provide a simpler and more effective solution.

Our assurance services include:

  • Review
  • Compilations
  • Agreed Upon Procedures

Reviews are less extensive and provide the next level of assurance below an audit. Businesses in their first year of operation or businesses that are winding down operations can benefit greatly from a review. Reviews typically take less time and cost less than financial audits. While banks often initially request or require an audit, they may be willing to accept a review instead.

Compilations can provide value in the right circumstance. While they do not provide any assurance, they can be very useful when businesses need to organize and standardize financial reports for internal use. Compilations also can be accepted by banks when seeking smaller loans.

Agreed Upon Procedures engagements are designed to provide a report of findings based on specific procedures performed over specified information. When a need for reporting is limited to specific information or transactions, Agreed Upon Procedures can cover critical reporting topics.

Not sure which is right for you?
Contact us today and we can help determine which service is the best fit for your situation.
Call 925.271.8700 or email us at info@ssfllp.com.

>Read More » Audit Time: Understanding your first financial statement audit

Business Process Assurance

As companies face mounting pressure to keep up with the latest innovations and newest technologies, the importance of providing stakeholders with reliable reporting and data assurance is a necessity. Whether reporting to internal or external stakeholders, we assist companies in finding and implementing the right processes and controls necessary for assurance of information.

We assist businesses in assessing areas of potential risk through the following services:

Not sure which SOC report is right for you?
Contact us today and we can help determine which service is the best fit for your compliance needs.
Call 925.271.8700 or email us at info@ssfllp.com.

Read More » A Leaner SOC 2: What the AICPA’s new SOC 2 guidelines mean to your organization

Employee Benefit Plan Audits

Our team of experienced employee benefit plan auditors makes the 401(k) audit process efficient and accurate. We utilize a streamlined data collection, third-party communication and audit process in order to allow you to focus on current operations. We tailor the process to complement your schedule, your priorities and your efficiency.  Our clients range from plans with only a few hundred participants to those with thousands of participant accounts.

SSF has been a member of the AICPA Employee Benefit Plan Audit Quality Center since its inception in 2003. Our team has in-depth knowledge of AICPA, ERISA, DOL and IRS requirements related to employee benefit plan audits.

Not sure if your plan needs an audit?
Contact us today and we can help determine if your plan has hit the threshold for an audit.
Call 925.271.8700 or email us at info@ssfllp.com.

Read More » Minimally Invasive: Eight Keys to a Painless 401(k) Audit

What Our Clients Are Saying…

Very good.

Sensiba San Filippo does our 401K audits every year. I have been working closely with Brandon with no issues, everything runs really smoothly. Our company has been with Sensiba San Filippo for 3-5 years, it has been a good experience. I just give them the stuff, he emails me what he needs and it’s really easy. I have been through this process with other auditing companies and it’s not always as easy as how Sensiba San Filippo makes it.

Raynette D., Morgan Hill, CA

A very good experience.

I have had a very good experience with Sensiba San Filippo. We have been with them for quite some time; I want to say maybe 15 years. They are always very responsive and professional.

They do our year-end financial reviews and assist us with financial accounting questions we have. They also do our annual tax returns and consult with us during any special situations.

Jo M. , Dealey, Renton and Associates

Overall great experience working with Sensiba for many years.

We’ve been working with Sensiba since before they were Sensiba. We’ve built a great relationship with all of the auditors. We trust their expertise in helping us reconcile our books. What really matters is the relationship we’ve built through the years. I am relatively new, I started working with them 5 years ago.

The members of team are great, it’s nice to have the same team yearly. Knowing that, we have confidence in their team to help us with audits.

They are phenomenal. They help us understand more about our books and what we would need to improve on to make things go smoother next year.

Judy B., Palo Alto, CA

Blog Insights from our Audit Team

Direct vs. Indirect Distribution Channels

Direct vs. Indirect Distribution  The importance of picking the right distribution channel(s) for your business  We are living in an age of convenience —a time where just about anything can be ordered online and [...]

The Future of Manufacturing: New Regulations

The Future of Manufacturing New regulations and the organizations working to make it better In July 2017, the National Association of Manufacturers (NAM) released the results of a joint study on the US public [...]

Revenue Recognition Effect on M&A

Revenue Recognition Effect on M&A What’s changed and how will it affect your exit strategy? There has been a lot of chatter regarding changes in revenue recognition criteria lately, but the effects it will [...]

Practice Leadership

Kevin J. Strain
Kevin J. StrainAudit Partner-in-Charge
kstrain@ssfllp.com
(650) 358-9000
Scott Anderson
Scott AndersonAudit Partner
sanderson@ssfllp.com
(408) 286-7780
Frank Balestreri
Frank BalestreriAudit & Consulting Partner
fbalestreri@ssfllp.com
(925) 271-8700
Bob Belshe
Bob BelsheAudit Partner
bbelshe@ssfllp.com
(408) 286-7780
Karen J. Burns
Karen J. BurnsAudit Partner
kburns@ssfllp.com
(925) 271-8700
Ernest C. Rossi, III
Ernest C. Rossi, IIIAudit Partner
erossi@ssfllp.com
(650) 358-9000
Steve San Filippo
Steve San FilippoAudit Partner
ssanfilippo@ssfllp.com
(650) 358-9000
Jeff Stark
Jeff StarkAudit Partner
jstark@ssfllp.com
(408) 286-7780
Stephanie Tsiagkas
Stephanie TsiagkasAudit Partner
stsiagkas@ssfllp.com
(408) 286-7780
Get Started

Ready to get started?

Contact us today and we can help determine which assurance service is the best fit for your situation.
Get Started