Audit, Advisory & Review Services

At Sensiba San Filippo, we focus on providing businesses with personalized audit and advisory 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 custom to your business structure.

Why choose SSF for your audit?

If you’re like most people, the word “audit” doesn’t generally render warm and fuzzy feelings, and while an audit may not be your leisure activity of choice, we promise to make your experience as quick and enjoyable as possible. 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. We also encourage our audit staff to participate in various trainings throughout the year to become more knowledgeable 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 assume the data provided by management is accurate — 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, a financial audit may cover a lot of unnecessary ground and fail to address 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 simple and efficient.  We utilize a streamlined data collection, third-party communication and audit process in order to allow you to focus on current operations, not on managing auditors.  We tailor the process to contemplate 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

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