Demonstrate Financial Stability & Stewardship
From the beginning, Fulton & Kozak has had a dedicated attestation team, focused on providing the reviews and audits organizations require to demonstrate their financial stability.
Tailored to Your Requirements
When assurance services are needed, our team will hold a discovery meeting to understand the requirements and will develop an engagement that delivers the level of detail you need.
Audits
- Conducted on-site
- Detailed engagement identifies requirements
- Fully scheduled
Reviews
- Provides confidence in financial statements
Compilations
- Useful for reflecting the financial performance of the organization
- Provided to lenders
- Monthly, quarterly or annually
Employee Benefit Plan Audits
- In accordance with ERISA requirements
- 401(k), 403(b), ESOPs, defined benefit plans and health and welfare plans
What's on your Attestation CPA Wish List?
- Experience in my sector
- Reliability in meeting deadlines
- Welcomes questions and explains well
- Someone we can trust for years
It's Different Here. We'll Prove it.
Share your accounting challenges - we'll know if we're a good fit for your goals.