Audit, Compilation & Review

The Team

Phillip Dalrymple, CPA, CFE

Shareholder, Assurance

Charlie Charvoz, CPA, CRFA

Shareholder, Tax & Assurance

Karly Meza, CPA

Director of Assurance

R&A CPAs leverages the information gathered during the assurance process to provide recommendations that help clients mitigate risk, achieve compliance, and realize opportunities for growth. Our methods are based on thorough research, deep industry knowledge, and transparency in financial reporting. R&A's professionals work closely with each client to deliver audits, compilations, reviews, and other assurance services with technical excellence. We tailor each engagement according to the specific needs of that client, and building an engagement team to best serve each client. Our results exemplify our high quality standards, and we are proud of our many long-standing client relationships.

Audits

Audits are often requested by banks, investors, and government entities—asking an auditor to provide an independent opinion on the accuracy of the client's annual financial report and the adequacy of their internal controls. By spending the time necessary to understand each business, we can provide recommendations for internal control improvements and business solutions year after year.

Single Audits

Entities that receive federal funding of more than $750,000 may be subject to an audit under Office of Management and Budget (OMB) Uniform Guidance Subpart F. These Single Audits are formerly known as A-133 Audits. Single Audits assure lenders, regulatory entities, and other stakeholders that an organization is appropriately managing and using the federal funds it has received.

Compilations & Reviews

There are times when an audit isn’t necessary, but an organization still needs an independent accountant to report on financial statements. Our professionals can provide two other levels of service for unaudited financial statements-- compilations and reviews. Generally, reviews and compilations include full disclosure of relevant notes to the financial statements. However, when appropriate, R&A can prepare a compilation that omits substantially all disclosures, further streamlining the work involved. All reviews and compilations are conducted in accordance with Statements on Standards for Accounting and Review Services (SSARS).

Other Assurance Solutions

Our practice offers a wide range of services to clients beyond the audit of financial statements, including:

  • Employee benefit plan services
  • Review of internal controls
  • SSAE 16 (SOC) examinations and readiness reviews
  • Merger and acquisition consulting
  • Business planning
  • Forensic accounting

The R&A Advantage

At R&A CPAs, we have the expertise to help you with many other special reporting and documentation services. We provide risk-based and efficient audits that are performed by highly-trained professionals who are experts in your industry.