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Professional reviewing financial documents and charts related to custody rule audit exemption at a desk with a laptop.

What is the Custody Rule Audit Exemption?

June 6, 2024surprise auditsBlog

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

3 Frequent 401k Plan Audit Deficiencies Noted by the DOL

May 30, 2024benefit plan auditsBlog

by Assurance Dimensions

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

How to Prepare for Realtor Association Financial Audits

May 23, 2024nonprofit auditsBlog

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?

May 16, 2024franchise accountingBlog

by Assurance Dimensions

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?

May 9, 2024surprise auditsBlog

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

May 2, 2024benefit plan auditsBlog

by Assurance Dimensions

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

Custody Rule Audit: Insights in Compliance

April 25, 2024surprise auditsBlog

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

Simplifying Private Audits of Financial Statements

April 18, 2024private company auditsBlog

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Decoding Pricing: What to Expect from 401K Audit Firms

April 11, 2024benefit plan auditsBlog

by Assurance Dimensions

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

April 4, 2024private company auditsBlog

by Assurance Dimensions

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

Tackling the Top 3 Challenges in 403b Audits

March 28, 2024benefit plan auditsBlog

by Assurance Dimensions

A team of construction CPAs collaborating on a financial strategy to manage construction costs and project budgets.

Construction CPAs: Understanding Financial Statements

March 21, 2024construction accountingBlog

by Assurance Dimensions

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

March 14, 2024benefit plan auditsBlog

by Assurance Dimensions

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?

March 7, 2024benefit plan auditsBlog

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

February 29, 2024remote auditorBlog

by Assurance Dimensions

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

Accounting for REITs: Simplifying How REITs Measure Earnings

February 22, 2024Blog

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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

February 15, 2024private company auditsBlog

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

February 8, 2024private company auditsBlog

by Assurance Dimensions

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

February 1, 2024benefit plan auditsBlog

by Assurance Dimensions

Stacks of coins and market charts representing how a REIT generates income through real estate investment.

Investment Basics: What is a REIT?

January 25, 2024Blog

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Two professionals having a business discussion with a laptop, evaluating small public accounting firms over coffee.

4 Key Factors in Evaluating Small Public Accounting Firms

January 18, 2024SOX 404 ComplianceBlog

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

Audited Financials vs Reviewed Financials

January 11, 2024private company auditsBlog

by Assurance Dimensions

Team reviewing financial data on a laptop, discussing compliance and independence standards for an SEC auditor.

SEC Auditor Independence: Why It Matters

January 4, 2024SOX 404 ComplianceBlog

by Assurance Dimensions

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

Virtual Audit: Streamlined Compliance in the Digital Age

December 28, 2023remote auditorBlog

by Assurance Dimensions

The White House website featuring the OMB Compliance Supplement guidance for federal program audits.

OMB Compliance Supplement: A Brief Introduction

December 21, 2023single auditsBlog

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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

December 14, 2023private company auditsBlog

by Assurance Dimensions

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

Public Accounting Firms Near Me: Choose the Right CPA

December 7, 2023SOX 404 ComplianceBlog

by Assurance Dimensions

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

Staying One Step Ahead: Preparing for a FINRA Audit

November 30, 2023broker dealer auditsBlog

by Assurance Dimensions

Nonprofit volunteers sorting donated food items, illustrating federal funding use and the need for a uniform guidance audit.

Do You Need A Uniform Guidance Audit?

November 23, 2023single auditsBlog

by Assurance Dimensions

Two accountants reading FINRA compliance rules on laptops at a table

The Basics of FINRA Compliance for Broker Dealers

November 16, 2023broker dealer auditsBlog

Navigating the complexities of financial regulations can be challenging for…

by Assurance Dimensions

“Assurance Dimensions” an independent member of the Crete Professionals Alliance, is the brand name under which Assurance Dimensions, LLC including its subsidiary McNamara and Associates, LLC (referred together as “AD LLC”) and AD Advisors, LLC (“AD Advisors”), provide professional services. AD LLC and AD Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. AD LLC is a licensed independent CPA firm that provides attest services to its clients, and AD Advisors provide tax and business consulting services to their clients. AD Advisors, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Assurance Dimensions brand are independently owned and are not liable for the services provided by any other entity providing the services under the Assurance Dimensions brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by AD LLC and AD Advisors.

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