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AUDIT & ASSURANCE
SC what we do audit and assurance

More than due diligence and good governance, audit and assurance is essential for improving business performance. To meet your needs and requirements, we provide comprehensive audit and accounting services.

Going beyond the numbers

In addition to performing audits, reviews, and compilations, we take the time to understand every aspect of your business and its risks. This allows us to make meaningful financial, operational, and managerial recommendations that help you navigate disruption and achieve your goals.

+-Audits, Reviews, and Compilations

  • Detailed audits for the highest levels of assurance
  • High quality reviews and compilations
  • Timely work performed on your schedule
  • Constant and consistent communication with management
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+-Business Consulting

  • Evaluate and choose the most advantageous business entity
  • Advise on economic and tax aspects of buying or selling a business
  • Strategic planning, situation analysis, and goal setting
  • Operations management
  • Performance improvement
  • Benchmarking
  • Human resources management
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+-Succession Planning for Closely Held and Family-Owned Businesses

  • Strategic planning, training, and communication
  • Goals and objectives
  • Business, marketing, and compensation plans
  • Budgeting
  • Education and training of your successors
  • Clear definitions of each successor’s roles and responsibilities
  • Performance reviews and business success metrics
  • Establishing a board of directors
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+-Internal Control and Fraud Investigations

  • Internal controls check-up
  • Internal controls review and design
  • Fraud investigation
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+-Stock-Based Compensation Consulting

  • Consult on the types of executive and employee compensation plans
  • Provide guidance on accounting for stock-based compensation plans
  • Provide guidance on tax implications of compensation plans
  • Determine the type of stock compensation that will best meet your needs and achieve your goals
  • Advise on the best time to exercise options and sell shares
  • Analyze how your stock compensation impacts retirement and estate planning
  • Shift income from ordinary tax rates to lower tax rates (capital gains)
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+-Mergers and Acquisitions

  • Due diligence
  • Tax determination
  • Review of tax documentation
  • Transition strategy and forecasting
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Are you seeking an audit of your employee benefit plan? Please click here to get in touch, we’d love to work with you!

Meet Our Audit Services Team

Meet Michelle G.

Michelle G. is a Principal, Director of Finance and self-proclaimed island girl, in the water or on the beach.

Meet Jill

Jill is a Senior Manager. Playing piano for 8 years prepped her for all of the typing she does in the audit department.

Meet Sara

Sara is a Senior Manager and is an avid hiker.

Let's get in touch

425.629.1990
Puget Sound Business Journal Award Accounting Today 2023 Best Firms to Work For WSPCA Best Firm Award Accounting Today 2023 Best Firms For Women

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"SC has handled our tax returns for over 20 years. We are consistently satisfied. When we have asked about other personal financial concerns, we receive timely, professional advice.”
— Tax Client

"The SC team took the time to listen to my needs, learn about my businesses, and consistently deliver as promised. They even identified, on their own, additional tax savings without my requesting a review of our tax payments.”
— Tax Client

"Every person I’ve worked with at Sweeney Conrad has been very helpful with my questions – and has helped my 5500 audits go smoothly. I would recommend them to any company. Thank you!”
— Audit Client

"Sweeney Conrad has done a great job of managing my very complicated tax work. It has been a real load off of my mind. They work seamlessly with my financial advisors too.”
— Tax Client

"I worked with Sweeney at my former employer for 8 years or so. In my new position – at a new company – I missed their expertise…so I brought them with me!”
— Tax Client