At Whitley Penn we understand that our clients want more than just numbers from an audit. We view ourselves as business advisors who will answer questions and be a responsive resource throughout the year, not just during the audit period. As clients grow, we grow with them.
Comprehensive Financial Audit Capabilities
We approach an audit as a mutually beneficial process that achieves client business goals by setting the tone for ethical business conduct and providing objective guidance on the effectiveness of business activities.
Our audits are value-driven rather than requirement-driven. Whitley Penn’s business services for public and private company clients of all sizes are comprehensive, and include:
- Audit, review and compilation of financial statements
- Internal control evaluations and risk assessments
- Internal audit assistance
- Due diligence support for mergers, acquisitions and other transactions
- SSAE 16 internal service and process audits of information technology and data security
- Agreed-upon procedures
- Financial advisory services
Compliance that Meets the Industry’s Highest Standards
Whitley Penn is registered with and regularly inspected by the Public Company Accounting Oversight Board (PCAOB), Department of Labor (DOL), and the American Institute of Certified Public Accountants (AICPA). At the same time, we are constantly looking for areas where our processes and quality controls can be improved.
Our team has significant Securities & Exchange Commission (SEC) audit experience, and provides informed, experienced guidance on regulatory disclosure for initial public stock and debt offerings, follow-on stock offerings, acquisitions, dispositions and recurring SEC compliance filings. With our broad international experience, we fully understand the application of International Financial Reporting Standards (IFRS).
Areas of Experience
Employee Benefit Plans