Accounting & Auditing

Our Accounting & Auditing services begin with building strong client relationships based on understanding and trust and result in the delivery of accurate, timely and meaningful financial information. We use both this information and our knowledge of your operations and industry to continually recommend solutions for increased operational efficiencies and growth throughout the year.

Sax utilizes state-of-the-art auditing and accounting procedures and tools, including risk-assessment evaluations, auditing software, and tax return integration. As your business advisor, we follow the latest best practices not only to complete an accurate and timely audit, but also to proactively seek out areas of non-compliance and risk that we can help you address.

Our fieldwork is performed as unobtrusively as possible, preceded by a thorough planning process that includes staff scheduling and document requests to prepare the client for the significant amount of work that takes place in their offices.


Accounting Services

At Sax, we believe that no two clients’ accounting needs are alike. We become intimately familiar with our clients’ business operations and financial needs and customize our services to meet the individual requirements of each engagement.

Our full array of value-added accounting services include:

  • Bookkeeping
  • Forecasts, projections, and budgets
  • Strategic financial planning
  • Agreed-upon procedures
  • Due diligence
  • Evaluation of internal controls
  • Attestation reports
  • Management letters
  • Capital financing assistance
  • Performance measurement comparisons
  • Feasibility studies
  • Corporate restructuring

Audit Services

Our audit process is always focused on the big picture. Instead of simply looking at the figures, we analyze your systems and operations, consider new accounting standards, take your business changes into account annually and strategically plan for your audit throughout the year. These added measures allow us to implement our unique methodology for turning a routine audit into an opportunity for business growth.

Since our planning and advisory services are continuous throughout the year, we strive for a “no surprise” audit, making the process more manageable for you and your staff and allowing us to focus on finding areas for operational improvements.

  • Certified Audits
  • Audits of financial statements
  • Single Audits in accordance with federal regulations
  • Audits of retirement and profit sharing plans
  • Contract audits
  • Internal control audits
  • Certification of cost reports
  • Issuance of management advisory letters
  • Communications with audit committees

Reviews & Compilations

  • Financial statement reviews
  • Internal control reviews
  • Issuance of management advisory letters
  • Compilation of financial statements

Other Attestation Services

  • Issuance of agreed upon procedures reports
  • Operational and program audits
  • SAS 70 reports