We have always been impressed by the team’s expertise, knowledge and understanding of the higher education industry. They have a personal, proactive approach to guide us through the many complexities and challenges we face on a regular basis.
PRIMARY CONTACTS:
Eric M. Wright CPA, CITP, James B. Yard CPA, CIA
Our Risk Management and Compliance services ensure your organization is effectively mitigating risk and successfully meeting regulatory and compliance obligations.
Our team of experienced risk advisory professionals focus on collaborating with your organization to identify and effectively mitigate risks. Our goal is to understand not only the risks related to potential loss to the organization, but to drive solutions that add value to your organization and advise on opportunities to ensure minimal disruption to your business.
Explore our full Risk Advisory Service offerings at Risk Advisory Services or download our Risk Advisory Services Brocure for more information.
Ready to Get Started? Contact the team at [email protected].
We have always been impressed by the team’s expertise, knowledge and understanding of the higher education industry. They have a personal, proactive approach to guide us through the many complexities and challenges we face on a regular basis.
The SOC 1 and SOC 2 teams are great to work with, and they are talented professionals.
They are always willing to help and feel more like an extension of your team rather than a vendor
Deep expertise, consummate professionals and responsive/transparent communications.
Their timeliness is exceptional. I have enjoyed working with the same staff over the years. Keeping the same staff, is important to me.
They are very responsive when I have an issue, and I am looking for some help.
The engagement of the SD team in our business is welcoming. This is both on the audit and tax side. I really like how the Partner-In-Charge of both sides and I work together to make sure we achieve the desired outcomes from our respective teams in the time frames agreed upon.
The People, they make the firm successful… their knowledge is what I look for in an accounting firm.
Competent friendly people who know [the education] industry.
The firm is always responsive and willing to go above and beyond to get us the answers we need.
Big Problem: Company Impacted By Ransomware.
Big Thinking: Restore System On-site And Avoid Six-figure Ransom.
Big Problem: Inefficient Tax Credit Realization.
Big Thinking: Identified A $900,000 Tax Credit, Nearly Twice As Much As Prior Years.
