Assurance Services

Financial analysis you can build on.

Our assurance staff brings specialized skills and judgment that allow us to provide depth and insight into our financial analysis.

We’re committed to providing a breadth of accurate information, coupled with expert opinion, that you can trust.

We strive to ensure our clients have the confidence and financial information they need to make the best decision possible.

Your goals are our goals.

Often, and especially with small businesses, the expense and extent of a full audit isn’t necessary. In these cases, Henry & Peters is pleased to provide guidance on what type of assurance service your situation requires.

Henry & Peters provides clients with timely, accurate, and effective financial reporting and consulting. To do so, our assurance team learns each client’s unique needs and goals, even when an audit isn’t needed.

Often, businesses need to improve internal controls, identify deficiencies in reporting processes, prepare for pending mergers and acquisitions, or just receive limited assurance in specific areas of the business.

Henry & Peters offers a full array of customizable services to fit your specific needs, including:

  • Preparation of regulatory reports and filings
  • Agreed-upon procedures
  • Due diligence services
  • Financial forecasts, budgeting, and projections
  • Risk assessment and internal control process design
  • Outsourced internal audit functions

When Henry & Peters is engaged for these services, we commit to providing in-depth on-site services for the duration of the engagement.

We believe success is rooted in communication, and we maximize the use of technology and other tools for optimal accuracy and efficiency in our reporting.

These types of engagements allow you to specify which financial analysis procedures you would like to have done.

We still follow the guidelines of the American Institute of Certified Public Accountants, but the scope of these services is specifically tailored to your needs, and no statement of financial assurance is issued.

The result is a narrative report that details the procedures completed, the results, and applicable recommendations.

Our goal is to meet client needs and provide helpful insights for improvement.

Industry Specializations

  • Financial Institutions

  • Employee Benefit Plans

  • Non-Profit

  • Oil & Gas

  • Healthcare

  • Engineering & Manufacturing

  • Construction

  • Small Businesses

Fraud Reporting

Fraud is a serious offense with far-reaching impact. If you have concerns related to accounting, auditing, internal controls, financial reporting, misappropriations, or any other form of financial misconduct, dishonesty or fraud, we encourage you to speak to one of our Certified Fraud Examiners.

Fraud Hotline