Assurance
& Attest

Compliance and Implementation Assistance

Regulatory compliance and proper reporting is one of the duties of top management and corporate boards where we can assist as an outsourced specialist. We can provide financial reporting expertise were there is a shortage of time or experience within your organization. We can identify reporting shortcomings and assist with implementing new regulatory requirements or accounting principles and procedures.

If your company files with the SEC, we can assist with preparation of financial statements and notes, as well as preparation of appropriate documentation and supporting workpapers.

We can provide many accounting services when such services, if performed by your current audit firm, would impede their independence and thus their ability to provide audit services.

What Clients Say

"We've worked with Carlson Advisors for almost 20 years and in that time they have always provided us timely and valuable guidance." – Tim Coughlin
Transport Labor Contract/Leasing, Inc.