Audit Services

We provide comprehensive audit and assurance services tailored specifically to Texas Independent School Districts and Charter Schools. Our approach combines technical expertise with a deep understanding of regulatory requirements to deliver accurate, timely, and insightful results.

Financial Statement Audits

We perform independent audits in accordance with Generally Accepted Auditing Standards (GAAS) and Government Auditing Standards, issuing an opinion on the financial statements. Our team ensures compliance with Generally Accepted Accounting Principles (GAAP) and Governmental Accounting Standards Board requirements, providing stakeholders with confidence in financial reporting.

Single Audit & Grant Compliance

For districts or charters receiving federal funding, we conduct Single Audits in accordance with Uniform Guidance. We test major programs, evaluate internal controls over compliance, and issue required reports to ensure adherence to federal and state grant requirements.

Texas Regulatory Compliance

Our team has extensive experience navigating requirements set by the Texas Education Agency (TEA). We assist with Annual Financial Report (AFR) preparation and ensure alignment with the Financial Integrity Rating System of Texas (FIRST/Charter FIRST), helping maintain strong financial accountability ratings.

Internal Control Evaluation

Strong internal controls are essential to safeguarding assets and ensuring reliable financial reporting.  We assess the design and effectiveness of internal controls over financial reporting and compliance, identifying deficiencies—including material weaknesses and significant deficiencies—and areas for improvement. Our team provides practical, actionable recommendations to strengthen processes, enhance operational efficiency, reduce risk, and improve overall financial oversight. 

Risk-Based Audit Approach

Our audits are tailored to focus on high-risk areas to deliver meaningful insights while maintaining an efficient and cost-effective audit process..

Board & Management Communication

We provide clear, concise communication to leadership and Boards of Trustees, including required audit communications, presentation of results, and practical insights to support informed decision-making and effective governance.

We provide comprehensive audit and assurance services tailored specifically to Texas cities and municipalities. Our approach combines deep technical expertise with a strong understanding of governmental standards and state-specific requirements to deliver accurate, timely, and transparent results. Overall, the auditor’s role is to provide stakeholders—citizens, elected officials, bondholders, and regulators—with confidence in the municipality’s financial reporting and accountability.

Financial Statement Audits
We perform an independent audit of the city’s annual financial statements in accordance with Generally Accepted Auditing Standards (GAAS), Government Auditing Standards (Yellow Book), and Generally Accepted Accounting Principles (GAAP). This includes issuing an opinion on whether the financial statements are fairly presented.

Single Audit & Grant Compliance

For municipalities that receive federal funding, we conduct Single Audits in compliance with Uniform Guidance requirements. We test major programs, evaluate internal controls over compliance, and issue required reports to ensure adherence to federal and state grant requirements.

Internal Control Evaluation
Strong internal controls are essential to safeguarding assets and ensuring reliable financial reporting.  We assess the design and effectiveness of internal controls over financial reporting and compliance, identifying deficiencies—including material weaknesses and significant deficiencies—and areas for improvement. Our team provides practical, actionable recommendations to strengthen processes, enhance operational efficiency, reduce risk, and improve overall financial oversight.

Governance & Management Communication
We provide clear, concise communication to management and governing bodies, including city councils. Our reports highlight audit results, internal control recommendations, and operational insights to support informed decision-making and effective governance.

Budgetary Compliance
We assess adherence to approved budgets and evaluate compliance with state and local budgeting requirements, helping ensure fiscal responsibility and transparency.

Risk-Based Audit Approach
Our audits are tailored to your municipality’s unique risks and operations. We focus on high-risk areas to deliver meaningful insights while maintaining an efficient and cost-effective audit process.

We provide comprehensive audit and assurance services specifically designed for Texas Special Utility Districts. Our approach combines deep technical expertise with a thorough understanding of governmental accounting standards, utility regulations, and state-specific requirements to deliver accurate, timely, and transparent results.

Financial Statement Audits
We perform an independent audit of the district’s annual financial statements in accordance with Generally Accepted Auditing Standards (GAAS), Government Auditing Standards (Yellow Book), and Generally Accepted Accounting Principles (GAAP). This includes issuing an opinion on whether the financial statements are fairly presented.

Internal Control Evaluation
Strong internal controls are essential to safeguarding assets and ensuring reliable financial reporting.  We assess the design and effectiveness of internal controls over financial reporting and compliance, identifying deficiencies—including material weaknesses and significant deficiencies—and areas for improvement. Our team provides practical, actionable recommendations to strengthen processes, enhance operational efficiency, reduce risk, and improve overall financial oversight.

Governance & Management Communication
We provide clear, concise communication to management and governing bodies. Our reports highlight audit results, internal control recommendations, and operational insights to support informed decision-making and effective governance.

Budgetary Compliance
We assess adherence to approved budgets and evaluate compliance with state and local budgeting requirements, helping ensure fiscal responsibility and transparency.

Risk-Based Audit Approach
Our audits are tailored to the unique operations and risk profile of each Special Utility District. We focus on high-risk areas to deliver meaningful insights while maintaining an efficient and cost-effective audit process.

We provide comprehensive audit and assurance services specifically designed for nonprofit organizations. An audit does more than meet requirements—it demonstrates accountability, builds donor confidence, and supports long-term sustainability. 

Financial Statement Audits

We perform an independent audit of the organization’s financial statements to ensure they are accurate, complete, and prepared in accordance with Generally Accepted Accounting Principles (GAAP). This includes issuing an opinion on whether the financial statements are fairly presented, which enhances credibility with donors, grantors, and regulators.

Single Audit & Grant Compliance

Nonprofits must adhere to a variety of regulatory and grant requirements. We test compliance with donor restrictions, grant agreements, and applicable laws. For organizations receiving federal funding, we conduct Single Audits in accordance with Uniform Guidance.

Internal Control Evaluation 

Strong internal controls are essential to safeguarding assets and ensuring reliable financial reporting. We assess the design and effectiveness of internal controls over financial reporting and compliance, identifying deficiencies—including material weaknesses and significant deficiencies—and areas for improvement. Our team provides practical, actionable recommendations to strengthen processes, enhance operational efficiency, reduce risk, and improve overall financial oversight.

Revenue & Contribution Testing

We test contributions, grants, and fundraising activities to ensure revenue is accurately recorded and compliant with accounting standards. This includes verifying supporting documentation, confirming proper timing of recognition, and ensuring funds are correctly classified as with or without donor restrictions. We also review grant terms, pledges, and fundraising events to ensure complete and transparent reporting.

Expense & Program Allocation Review

Our audit procedures include verifying that expenses are properly documented and accurately allocated among programs, management, and fundraising—ensuring alignment with your mission and transparency in reporting.

Management Letter & Recommendations

We provide clear, concise communication to management. Our reports highlight audit results, internal control recommendations, and operational insights to support informed decision-making and effective governance.

Form 990 Alignment Support

We help ensure consistency between your audited financial statements and IRS Form 990, supporting accurate and transparent public reporting.