Audit & Attest Services
Elevating Peace of Mind for Financial Reports
Our team brings years of experience, industry insight, and a reputation for excellence to specialized assurance and attestation services.
Business Results
Backed with Integrity
HeimLantz Audit & Attest Services
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Enjoy a full suite of audit, attestation, and assurance services
Our services are tailored to help clients meet financial reporting requirements and assist in making informed financial decisions.
Audit & Attest Services Business Unit Leader
Joshua Price
CPA
With over a decade of experience auditing businesses, not-for-profits, and retirement plans, Josh brings a wealth of experience specific to Audit & Attest engagements.
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Financial Statement Audit Services
Enhance the quality and credibility of your financial reporting, offering stakeholders a clear view of fiscal health and the highest level of assurance.
Employee benefit plan audit services
Undergo high-quality ERISA-compliant audits that satisfy federal reporting requirements and enhance your fiduciary oversight.
Financial Statement Review Services
Raise the credibility of your financial reporting through an independent analysis of your financial statements.
Financial Statement Compilation Services
Organize financial information clearly and professionally into presentation-ready reports that meet standard accounting formats.
Financial Statement Preparation Services
Transform your accounting records into formatted financial documents that reflect your business performance with clarity.
Agreed-Upon Procedures (AUP) Engagements
Perform procedures that are customized to your needs, and focused on objective facts.
Audit & Attest Services Business Unit Leader
Joshua Price
CPA
With over a decade of experience auditing businesses, not-for-profits, and retirement plans, Josh brings a wealth of experience specific to Audit & Attest engagements.
Why HeimLantz
Enhance financials with third-party clarity and integrity
Decision Support
Make informed strategic decisions backed by validated financial data.
Trust & Credibility
Enhance stakeholder confidence with independent, objective reporting.
Operational Confidence
Strengthen internal controls and operational transparency.
Transaction Readiness
Be prepared for lenders, investors, or regulatory reviews with confidence.
What Clients Say
Elmfield Institute
"The team at HeimLantz is just amazing. We partnered with the firm after many years with the same firm and have been very pleased with the expertise and guidance they have provided. They have a willingness to explore and be creative in the advice and planning they provide. They are not just a CPA but have been a valued counselor that has helped our company look at what is not just important today but what will be important in the future. From the minute you walk in the door, you’ve entered a center of excellence."
GOVERNMENT CONTRACTOR
Aptive Resources, LLC
"The team at HeimLantz is extremely knowledgeable and always willing to help with any of our tax planning and financial service needs. They have gone above and beyond time and again to help our company achieve our financial goals. They are friendly and approachable and always willing to answer any question we might have. I would absolutely recommend them to any company looking for a strong, top-notch accounting firm."
REAL ESTATE
Celedon Partners, LLC
"HeimLantz is the right partner for us because of their flat fee engagement model. Our team can get clarifications and advice without additional fees, which gives an added level of trust to our relationship. They go above and beyond to provide us with the information and recommendations we need. We would recommend them to anyone looking for a great accounting firm."
CONSTRUCTION
IMER Group
"HeimLantz’s service has undoubtedly played a pivotal role in our overall success. Their expertise and dedication have significantly contributed to our achievement of goals. I must mention that Josh and Drew are outstanding members of their team. Their exceptional skills and unwavering dedication make them the best in the business. We are delighted with HeimLantz’s services and highly recommend them to anyone seeking top-notch audit assistance."
Aviation Systems Engineering Company
"Our business and HeimLantz have grown together over the last 15 years. The team has been an integral part of our company and its continued growth over the years. We have relied on their expertise and financial advice, as well as their business savvy to grow from a three-person company to one with over 250 employees. I would highly recommend them to anyone looking for a strong accounting partner that will be there to help grow and continue to help their company succeed."
Lee & Sylvia Marston
"Amy Smith has been and is an extremely helpful person for us. She has gone out of her way to do what we need."
Eagle Title
"The entire team at HeimLantz is geared towards creating solutions for their clients. They were instrumental in creating alignment for our company and ensuring our entire team is operating efficiently. Zack is an exceptional communicator and is terrific at giving you the tools to facilitate the growth of your organization."
Audit & Attest Services FAQs
What is the difference between an audit, review, and compilation?
An audit provides the highest level of assurance through in-depth testing and analysis. A review offers limited assurance using analytical procedures and inquiries. A compilation involves assembling financial data into standard reports without providing assurance.
Do you provide services for employee benefit plans?
Yes. We conduct independent evaluations of retirement and benefit plans to check against compliance with ERISA and Department of Labor requirements.
What are agreed-upon procedures engagements used for?
These are customized engagements where we perform specific procedures requested by you or a third party, and report only the factual findings-ideal for due diligence, compliance checks, or internal reviews.
How often should a business undergo an audit or review?
This depends on your industry, regulatory requirements, and stakeholder needs. Many businesses undergo annual audits or reviews, especially if required by lenders, investors, or governing bodies.
How long does an audit or review typically take?
The timeline varies based on the size and complexity of your organization, but we’ll provide a clear schedule and keep you informed throughout the process.
What professional standards are your services compliant with?
Absolutely. All of our engagements are conducted in accordance with AICPA professional standards and applicable regulatory requirements.
How does independent assurance help my business?
Independent assurance adds credibility to your financial information, helping build trust with investors, lenders, regulators, and other stakeholders.
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In the Business of Helping Business
We are strategic partners well-versed in achieving success for companies and individuals through forward-thinking strategy, objective analysis, regulatory expertise, professional commitment, and a track record for success.
Locally Invested