Two professionals discussing a document in an office, related to the SEC custody rule audit requirement.

3 Top Facts About the SEC Custody Rule Audit Requirement

by Assurance Dimensions

A male accountant explaining the custody rule exemption to a male and woman coworker seated at desk

What is the Custody Rule Audit Exemption?

The Securities and Exchange Commission (SEC) requires regular surprise audits…

by Assurance Dimensions

Three professionals reviewing a document on a tablet, discussing a 401k plan audit.

3 Frequent 401k Plan Audit Deficiencies Noted by the DOL

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Two professionals discussing realtor association financial audits with building models on the table.

How to Prepare for Realtor Association Financial Audits

by Assurance Dimensions

Man in an apron reviewing documents and working on a laptop, researching paperwork from his franchise auditor.

Franchise Auditor Engagement: What to Expect?

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A team of broker dealers sitting at a table discussing an RIA audit with laptops and smartphones

What Should You Expect During an RIA Audit?

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401k Audit Requirements: What If Your Company Had A Merger?

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Two young registered investment advisors discussing new information related to an upcoming custody rule audit

Custody Rule Audit: Insights in Compliance

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A young business man who is confused while reading financial statements for private audits

Simplifying Private Audits of Financial Statements

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Decoding Pricing: What to Expect from 401K Audit Firms

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A woman on the phone with her auditor at one of the top accounting firms asking questions about her audit

How Clear Communication Sets Top Accounting Firms Apart

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The hands of a team reviewing financial documents that are part of 403b plan audits

Tackling the Top 3 Challenges in 403b Audits

by Assurance Dimensions

Construction silhouette of a company that hires construction CPAs for accounting

Construction CPAs: Understanding Financial Statements

The construction industry is more than construction workers and project…

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A team at an office space having a meeting about 5500 audit requirements and how they will affect their benefit plans

Meeting Form 5500 Audit Requirements with the Right Auditor

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A group of four businses managers discussing if new DOL 401k audit requirements will affect their upcoming audit

Will Updated DOL 401k Audit Requirements Affect Your Audit?

by Assurance Dimensions

A female virtual auditor who is on a call on her laptop with her clients while reviewing financial statements

3 Benefits of Working With A Virtual Auditor

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Man at calculator calculating how to do GAAP accounting for REITs to measure earnings

Accounting for REITs: Simplifying How REITs Measure Earnings

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Two smiling businessmen reviewing a document in an office, discussing GAAP audited financial statements.

The 3 Key GAAP Audited Financial Statements

by Assurance Dimensions

An image of a business man touching a flowchart to highlight multiple stages of a independent financial statment audit

5 Major Stages of An Independent Financial Statement Audit

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A group of employees at a company discussing preparing for the 401 k audit of their benefit plan

Common Pitfalls to Avoid in Your 401 K Audit

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A female investment professional standing in front of a group explaining what a reit is and how to invest in one

Investment Basics: What is a REIT?

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Man at a laptop reviewing top small public accounting firms in his area

4 Key Factors in Evaluating Small Public Accounting Firms

In the dynamic landscape of finance and business, choosing the right CPA firm…

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A female CPA at a desk looking at audited financials of a company

Audited Financials vs Reviewed Financials

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SEC Auditor Independence: Why It Matters

An SEC auditor is responsible for conducting audits on entities subject to…

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A video call between and auditor and their clients during a virtual audit

Virtual Audit: Streamlined Compliance in the Digital Age

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OMB Compliance Supplement: A Brief Introduction

The OMB Compliance Supplement highlights the compliance requirements for CPA…

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A group of employees sitting down in a meeting to discuss future financial statement audits for their company

CPA Strategies for Financial Statement Audits vs Reviews

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A man in a business suit looking out the window at a city wondering

Public Accounting Firms Near Me: Choose the Right CPA

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A man sitting in an office reviewing fina audit documents on his desk and laptop

Staying One Step Ahead: Preparing for a FINRA Audit

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A woman holding donation money to track in preparation of the nonprofit's uniform guidance audit

Do You Need A Uniform Guidance Audit?

As a nonprofit organization receiving Federal financial assistance, you may…

by Assurance Dimensions