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Top CPAs Serving PA, NY, NJ, DE, & More

Attestation Services in Bucks County, Montgomery County, & Philadelphia 

SD Associates, P.C. is a full-service accounting firm that has been providing quality attestation services in Bucks County, Montgomery County, and Philadelphia for over 35 years. We are dedicated to helping our clients grow and succeed by providing them with the information they need to make sound business decisions. Our firm is large enough to provide the variety of attestation services your business needs to succeed, while staying small enough to still offer personalized attention to service. Get in touch with our team of financial experts today to learn more about our attestation services or to schedule your consultation.

Our Philadelphia Attestation Services

As a full-service accounting firm, SD Associates, P.C. is proud to offer a variety of attestation services to our clients in Bucks County, Montgomery County, Philadelphia and surrounding area. Attestation services are an important part of any business, as they provide assurance that your financial statements are accurate and reliable. Our team of certified public accountants (CPAs) has the experience and knowledge necessary to provide you with the attestation services you need to maintain compliance and grow your business.

Agreed Upon Procedures

An Agreed Upon Procedures (AUP) engagement is an agreement between a CPA firm and a client in which the CPA agrees to perform certain procedures and report on the results. This type of engagement is typically used when a client needs assurance that their financial statements are free of material misstatement, but does not need a full audit.

Some examples of procedures that may be performed during an AUP engagement include:

• Reviewing internal control procedures
• Testing of specific accounts
• Testing compliance with laws and regulations
• Analyzing financial data
• Inspecting physical assets
• Evaluating management processes

If you are interested in learning more about our AUP services or scheduling an engagement, please contact our office today.

Single Audit

A nonprofit or governmental organization with federal expenditures in excess of dollar limitations are required by law to have a single audit performed, which includes an audit of both the financial statements and the federal awards. A professional with experience in single audits can help guide your organization through this task, advising you on various compliance issues and the reporting package for submission. Our professionals have many years of experience performing single audits. We stay up-to-date with all regulation changes, including attendance of continuing education.

Review and Compilation

Many businesses are required to have a financial service audit performed of their financial statements. Under the right circumstances, the Company may only need a review of their financial statements. While a review engagement does not offer the same level of assurance as a financial service audit, it is often a more sufficient and efficient solution.

Our professionals know the ins and outs of the various levels of financial statement audit services – whether it be an audit, review, compilation, or preparation engagement. Our experienced accountants dedicate the time to fully understand your business, not only ensuring that your financial statements are properly presented in accordance with generally accepted accounting principles (GAAP), or other comprehensive basis of accounting (OCBOA), but also resulting in an efficient process and meaningful feedback related to your financial statements and your business.

Employee Benefit Plans

Employee benefit plans are an important part of any business, and it is important to ensure that they are in compliance with all applicable laws and regulations of the Department of Labor (DOL). SD Associates, P.C. offers employee benefit plan audits to our clients in the tristate area. Our team has the experience and knowledge necessary to perform an audit of your employee benefit plan.

An employee benefit plan audit is an examination of the financial statements of a business’s employee benefit plan. The purpose of this type of audit is to provide assurance that the plan is in compliance with applicable laws and the DOL and that the financial statements are accurate.

Why SD Associates, P.C.

Unparalleled service: At SD Associates, P.C., we take pride in providing our clients with the highest level of service. We are dedicated to helping our clients grow and succeed, and we offer a variety of services that can be customized to meet your unique needs. Whether you’re looking for assistance with agreed upon procedures or employee benefit plans, you can rely on our exceptional attestation services in Philadelphia, Bucks County, and Montgomery County and surrounding areas.

High professional standards: We adhere to all of the American Institute of Certified Public Accountants (AICPA) auditing standards, guidelines, rules and regulations. Our quality control system has been reviewed by the Pennsylvania Institute of Certified Public Accountants and has received the best possible rankings. 

Wide client base: Our clients come from a variety of industries, including manufacturing, wholesale, distribution, healthcare, technology, and more. We have worked with businesses of all sizes, from small businesses to large corporations. Our clients have included medical offices, law practices, charter schools, and non-profit organizations. No matter what type of business you run, we have the experience and knowledge necessary to provide you with the attestation services you need.

Accessibility: Our team strives to be as accessible to our clients as possible. We offer a variety of communication channels, including email, phone, and video conferencing. We want to make sure that you always have access to the information and resources you need. 

Attestation Services FAQs

What are attestation services?

Attestation services are professional services provided by certified public accountants (CPAs) to help organizations verify their financial statements and disclosures. Attestation services can help ensure that an organization’s financial statements are free of material misstatement and accurately reflect its financial position.

What is a review in accounting?

A review is an attestation service performed by a CPA firm to provide limited assurance that there are no material modifications that should be made to an organization’s financial statements in order for them to conform with generally accepted accounting principles.

What is the difference between attestation and auditing?

Auditing is a type of attestation service that provides the highest level of assurance on an organization’s financial statements. An audit is conducted in accordance with generally accepted auditing standards and involves assessing an organization’s internal controls, testing transactions, and examining financial records.

What are the types of attestation?

There are three main types of attestation services: audits, reviews, and compilations. Audits provide the highest level of assurance on an organization’s financial statements, while reviews provide limited assurance. Compilations do not provide any assurance but simply involve compiling an organization’s financial information in accordance with generally accepted accounting principles.

Our Service Areas

SD Associates, P.C. is proud to offer the best attestation services in the tristate area. Our service areas include, but are not limited to: 

• Philadelphia, PA
• Bucks County, PA
• Montgomery County, PA
• Chester County, PA
• Lehigh County, PA
• South Jersey
• North Jersey
• Delaware
• Maryland

Call Today for Attestation Services in Bucks County, Montgomery County, & Philadelphia 

If you’re looking for attestation services in Bucks County, Montgomery County, Philadelphia or surrounding areas, SD Associates, P.C. is your first choice. Our team of accountants and shareholders is dedicated to providing you with the highest quality attestation services possible. We have over 35 years of experience and are proud to be one of the most trusted CPA firms in the tri-state area. Contact us today to schedule a consultation.