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Professional Audit Services
You Can Trust

Summit Advisory delivers independent, GAAS- and GAAP-compliant audit services for businesses, nonprofits, municipalities, and benefit plans — led by licensed CPAs with full auditor independence.

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CPA auditor reviewing financial statements and audit documentation
Our Audit Practice

Independent Audits That Strengthen Your Organization

An audit is more than a compliance requirement — it is a demonstration of financial integrity to your stakeholders, donors, lenders, and regulators. At Summit Advisory, every audit engagement is performed by licensed CPAs who bring rigorous technical expertise and genuine independence to every finding and conclusion we issue.

We serve for-profit entities, 501(C)3 nonprofits, municipalities, and benefit plans — conducting audits in strict accordance with local, state, federal, and applicable international standards.

  • AICPA-aligned procedures under GAAS & GAAP standards
  • Full auditor independence maintained across all engagements
  • Yellow Book standards for governmental and nonprofit entities
  • Single audit compliance under OMB Uniform Guidance 2 CFR Part 200
  • Clear, jargon-free communication of all findings to leadership
  • Timely delivery — we respect your board and funder deadlines

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Audit Specializations

Types of Audit Services We Provide

Our licensed CPA team covers the full spectrum of audit and attestation engagements, customized to your organization's industry, size, and compliance requirements.

Financial Statement Audit

Independent examination of your financial statements to provide an opinion on whether they present a true and fair view in accordance with GAAP. Required by lenders, investors, and regulators.

Nonprofit & Single Audit

Comprehensive audit services for 501(C)3 organizations. Single audits under OMB Uniform Guidance for federally funded entities receiving $750,000+ in federal awards annually.

Compliance Audit

Evaluation of your organization's adherence to laws, regulations, grant conditions, and internal policies — identifying gaps and recommending corrective actions to mitigate risk.

Internal Audit

Assessment of internal controls, risk management processes, and governance frameworks to help your organization operate more efficiently and safeguard against fraud and financial error.

Operational Audit

Review of your operational processes and procedures to assess efficiency, effectiveness, and alignment with organizational objectives — delivering actionable recommendations for improvement.

Benefit Plan Audit

ERISA-required audits of employee benefit plans including 401(k), 403(b), and pension plans — ensuring your plan meets Department of Labor reporting and disclosure requirements.

Our Process

How Our Audit Engagements Work

A transparent, well-organized audit process that respects your time and keeps your leadership informed at every stage.

01

Initial Consultation & Scoping

We assess your organization's funding sources, program activities, and internal control environment to define a precise audit scope tailored to your needs.

02

Planning & Risk Assessment

Our CPAs identify key risk areas, develop audit procedures, and request the preliminary documentation needed to begin fieldwork efficiently.

03

Fieldwork & Testing

We conduct substantive testing, evaluate internal controls, and perform compliance testing with minimal disruption to your day-to-day operations.

04

Report & Findings

We issue a clear audit report and communicate all findings directly to your leadership — no jargon, no surprises, and complete on schedule.

Nonprofit Expertise

Specialized Nonprofit Audit Services for 501(C)3 Organizations

Nonprofit audits carry unique requirements — from IRS Form 990 preparation and grant compliance to single audit obligations under OMB Uniform Guidance. Our CPA team brings specialized expertise to every nonprofit engagement, helping your organization maintain credibility with donors and grantors while meeting all state and federal compliance requirements.

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Industries We Serve

Audit Experience Across Key Sectors

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Nonprofit Organizations

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Municipalities & Government

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Faith-Based Organizations

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Health & Human Services

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Education & Foundations

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Small & Mid-Size Businesses

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Real Estate & Construction

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Social Service Agencies

Ready to Start Your Audit Engagement?

Contact Summit Advisory for a free consultation. We'll assess your audit requirements, timeline, and scope at no cost or obligation.

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