Audit & Assurance Services

More than just due diligence and good governance, audit and assurance is essential for improving business performance. To meet your needs and requirements, Sweeney Conrad provides comprehensive audit and assurance services, but we’re not all about the numbers — we put people first. That means we’re more than audit and assurance experts — we’re trusted advisors and dedicated partners who take time to understand every aspect of your business and its risks. This allows us to make meaningful financial, operational, and managerial recommendations that meet your needs and help you achieve your goals.

Financial Statement Assurance

  • Audit
  • Review
  • Compilation

Agreed-upon Procedures

  • Verify cash balance
  • Compliance with specified terms of agreement
  • Validate common area charges for real estate entities
  • Verify employee pay rates, hours worked, and authorized deductions
  • Verify company’s performance measures, goals, and industry norms
  • Perform due diligence related to buying a business

Employee Benefit Plan Audits

We audit over 50 benefit plans each year with a focus on quality and implementing best practices in our clients’ plan committees, and we were among the first firms to join the AICPA Employee Benefit Plan Audit Quality Center, which requires ongoing adherence to strict quality assurance measures. Our capabilities include:

  • 401(k) plans
  • 403(b) plans
  • Profit sharing and money purchase plans
  • Defined benefit plans
  • Health and welfare plans
  • Multiple employer plans