Audit & Assurance

The relationships that we have with our clients extend far beyond the numbers. Our communication will be ongoing throughout the year and not just focused on the year-end deadlines. As your trusted advisor, we will be available, responsive, and ready to help.

We take pride in performing audits that meet the highest industry standards and will help you find areas to improve your financial capabilities. Our audits are value driven 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 18 internal service and process audits of information technology and data security
  • Agreed-upon procedures
  • Financial advisory services

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 continually 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).

Meet the Team

Matthew Reiter

Partner-in-Charge of Audit

Our Latest Thinking

In today's rapidly evolving business landscape, staying ahead of the competition is crucial for companies to thrive. By engaging with Whitley Penn's thought leadership content, you can stay updated on the latest trends, best practices, and emerging technologies. This not only helps you make informed strategic decisions but also positions you as an industry leader in the eyes of your customers and stakeholders. Explore Whitley Penn's extensive collection of valuable resources and discover the ones that are specifically relevant to you.

We look forward to
working together

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