Audited Financial Statements
Are you required to have audited financial statements? Often lenders, granting agencies or even your board of directors can require an audit. An audit provides
Assurance & Advisory Services
Trusted Oversight. Actionable Insight.
At Atherton & Associates, we help businesses, nonprofits, and governments protect their integrity and propel their growth. Whether you need a formal audit or strategic financial guidance, our team delivers assurance and advisory services grounded in technical excellence, industry expertise, and real-world practicality.
Assurance & Compliance
Financial Accuracy that Inspires Confidence
We deliver three levels of financial statement services tailored to your regulatory needs, stakeholder expectations, and internal governance:
Audited Financial Statements
Reviewed Financial Statements
Compiled Financial Statements
Reviewed Financial Statements
A reviewed financial statement provides more assurance than a compilation but less than an audit. A reviewed financial statement engagement consists primarily of analytical procedures
Compiled Financial Statements
A compiled financial statement is prepared using our knowledge of accounting principles and understanding of your business. We create financial statements that are the representation
Employee Benefit Plan Audits
One of our firm’s largest audit niches is in the area of employee benefit plan audits. Our clients range from plans with only a few
Audits in Accordance with Uniform Grant Guidance
Audits are an intimidating but very natural part of owning any business or entity that expends more than $1,000,000. These audits involve an assessment of
Industry-Specific Assurance Expertise
Healthcare: Medicare audits, cost report support, HUD & nonprofit filings
Construction & Real Estate:Bonding readiness, job costing validation, percentage-of-completion
Agribusiness: Seasonality risk modeling, grower payments, USDA & co-op audit prep
Nonprofits: Single Audits, SEFA guidance, grant and donor accountability
Private Business: Audit readiness, clean-up, GAAP transitions
Advisory Services
Strategic Financial Support Without Formal Audit
If you don’t need an opinion—but still want clarity, structure, or guidance—our advisory team works with you hands-on to solve challenges and seize opportunity.
Internal Control Design
A company’s processes can be one of the most crucial parts of a business’ plan. In accounting, there’s a process called “internal control” that analyzes
Internal Audit and Risk Management Solutions
At Atherton, we have a team of individuals that can help you minimize risk while helping you enhance your operational performance. We provide a detailed
Industry-Driven Advisory Solutions
Construction: WIP tracking systems, subcontractor controls
Healthcare: Revenue cycle process improvement
Agribusiness: Inventory control & cost accounting
Nonprofits: Board education, grant budgeting
Private Companies: Controller coaching, tech stack evaluation
Download our helpful resources
FAQ
Do I need an audit or a review?
Audits are typically required by lenders, investors, or regulators. Reviews are lighter touch and often used when moderate assurance suffices.
How do advisory services differ from assurance?
Advisory helps you improve financial processes and solve problems internally. Assurance evaluates your reporting independently for third parties.
How do I get ready for an audit?
Download our Audit Preparation Checklist, and we’ll guide you through documentation, scheduling, and fieldwork coordination.
Do nonprofits need Single Audits?
Yes, if you expend $750,000+ in federal funding. We specialize in these and can help with SEFA and OMB compliance.
Can you help clean up our books before an audit?
Absolutely. Our advisory team can do a financial statement clean-up before assurance begins.
Let’s Talk Strategy and Compliance
Whether you’re audit-bound or aiming to strengthen your financial function, our team is ready to help.