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Services · Certifications
Certifications and Attestation
Certifications issued by a certified public accountant (CPA) for banks, government agencies, competitive bids, and third parties.
Book your consultationAreas of Service
Identify the certification you need
Construction and Contractors
- Financial statements for surety bonding
- Working capital and net worth for licensing
- Work in progress (WIP)
- Prequalification and public bidding
Business and Financing
- CPA verification letter (comfort letter)
- Loan covenant compliance
- Financial projections
- Solvency certification
Individuals
- Income certification
- CPA letter for immigration
- Accredited investor verification
Government and Grants
- Single Audit (Uniform Guidance)
- Nonprofit Organizations
- Use of public funds and grants
- Employee benefit plans (ERISA)
Regulated Industries
- State licensing requiring financial statements
- Sales verification for commercial leases
- Royalties and franchises
- Housing (HUD)
Controls and Technology
- SOC 1, SOC 2, and SOC 3 reports
- Cybersecurity (SOC for Cybersecurity)
Licenses
CPA firm licensed in Florida, Massachusetts, and Maine
Our licenses are public records and can be verified through CPAverify.
Frequently Asked Questions
Frequently Asked Questions
How do I know which certification I need?+
Review the requirements of the bank, organization, or requesting third party. During your initial consultation, we identify the appropriate type of report.
How do I submit my documents?+
Through our secure Client Portal.
How long does it take to issue a certification?+