Our firm has earned success in serving organizations of varying sizes, structures, and statutes. Our management level personnel each have in excess of 30 years experience and our entire staff is experienced in governmental, non-profit, and compliance audits, single audits in accordance with OMB Circular A-133, GAAP conversions, assistance and preparation of Comprehensive Annual Financial Reports, and preparation of Form 990.
Our firm specializes in governmental and non-profit accounting and our clients represent nearly all facets of the economic spectrum. Our experience in fund accounting permits us to complete our engagements timely and with minimal disruption to our client's staff. We believe in the concept of personal professional service, striving to maintain reasonable fees for our clients. Our firm has a policy of Affirmative Action and Equal Opportunity Employment.
Our firm is aware of and meets the requirements of the AICPA and GAO regarding Continuing Professional Education. Our firm conducts relevant in-house seminars and utilizes external sources to meet the education guidelines of the Accountancy Board of Ohio. We are registered in the Quality Review Program of the Ohio Society of CPAs, with our last review completed in September 2010, in accordance with GAO guidelines. Our firm received a peer review rating of pass.
Our typical engagement structure works in such a way that James G. Zupka, CPA , serves as the partner-in-charge of the final review and approval of the audit report. He also heads up the tax preparation division of the firm. Sujata M. Sulzer is the partner-in-charge of audit engagements. Becky Gnatowski, CPA, heads up our Quality Review, and works in conjunction with the partners during the final phases of the audit report preparation and workpaper review. Matthew Brown assists in Quality Review, as well as heads up the teams that perform conversion and CAFR preparation and review services.
In this effort, we provide professional services in the following major areas:
Auditing - We perform independent audits for the purpose of expressing our professional opinion on financial statements. As a part of our examination, we also perform a management audit.
Accounting Services - We provide services to maintain our client's financial records on a continual basis. In connection with this service, we also compile and review financial statements.
System Analysis and Design - Our system and design activity revolves largely around the management audit function. However, we do design accounting and internal control systems for clients.
Tax Consultation - Tax work with our firm consists of tax return preparation, tax planning and representation of clients before taxing authorities.