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Audit & Agreed Upon Services

Assurance That Improves More Than Compliance

Are your financials giving stakeholders confidence and giving you insight?

Audit and Assurance Services from WS CPAs PC go beyond checking boxes; they empower your business with clarity and confidence. We help organizations not only meet requirements, but truly understand their financial position and what it means for future growth.

We partner with companies, investors, and leadership teams who expect more than a routine audit. Our approach delivers sharp, independent insight that satisfies stakeholders, strengthens decision-making, and drives better business performance.

With WS CPAs PC, audit services aren’t just about compliance—they’re about unlocking smarter, stronger operations.

What do Audit and Assurance services help manage?

Audits are often required by lenders, investors, and regulators, but they should also provide insight into your financial reporting, internal controls, and overall readiness.

We approach assurance work with that broader purpose in mind, helping you understand what auditors look for, how to prepare, and how to use the process to strengthen your operations.

Independent financial statement services aligned with your stakeholder and regulatory requirements.

Audits designed to meet government compliance and reporting obligations.

Identifying control gaps and improving audit readiness.

Targeted procedures that provide factual findings without issuing an audit opinion.

Assurance procedures that support due diligence, acquisitions, and negotiations.

Strengthening reporting processes to improve accuracy and efficiency.

Agreed-Upon Procedures

How do we support your audit process and stakeholder requirements?

We provide independent audit and assurance services while helping you prepare, streamline the process, and reduce disruption across your team.

You work directly with experienced professionals who guide the process, explain what matters, and remain accessible throughout the engagement.

As someone with an accounting background, I appreciate the level of expertise Walter Shuffain brings to the table. They explain complex issues in a practical, easy-to-understand way. Over the years, they've helped us through audits, tax planning, business changes, and most recently, the R&D tax credit process. Their team is responsive, collaborative, and takes the time to understand our business. We've never felt like just another client, and that's why we've continued to work with Walter Shuffain for nearly two decades.
Kimberlee Ellis Sweetser
Chief Financial Officer
Scalable Display Technologies, Inc.
Walter Shuffain has been a steady hand for our organization for more than 15 years. What sets them apart is the continuity of the relationship and the confidence that comes from working with professionals who truly know our organization. Their team stays engaged throughout the year, understands our operations, and provides thoughtful guidance whenever questions or challenges arise.

Whether it's audit planning, tax matters, or navigating unexpected issues, we know we have direct access to experienced advisors who are responsive, dependable, and invested in our success. Our audits are consistently smooth and well-managed, but more importantly, Walter Shuffain brings the kind of institutional knowledge and long-term perspective that helps us make informed decisions with confidence. They have become far more than an accounting firm—they are a trusted partner we rely on year after year.
Pamela Messenger
President
Friends of Post Office Square

Why do clients choose WS CPAs PC?

Clarity Into the Audit Process

We explain what to expect, what matters, and how to prepare so there are no surprises.

Insight Beyond Compliance

We identify opportunities to improve reporting, controls, and operations.

Efficient and Less Disruptive Process

We structure audits to minimize disruption and improve coordination.

Direct Access to Experienced Professionals

You work with senior team members who stay involved throughout.

Long Term Value from Each Engagement

We help reduce future audit effort through better systems and preparation.

What This Looks Like in Practice

Common challenges our clients face
First audit with unclear expectations
Our Solution
  • We guide preparation, outline requirements, and make the process manageable.
Audit causing disruption to internal team
Our Solution
  • We streamline requests and improve coordination to reduce impact.
Recurring audit findings or control issues
Our Solution
  • We identify root causes and strengthen processes to prevent repeat issues.
Speak with a partner about how Audit and Assurance services can support your requirements.
Let’s Start A Conversation

Meet Our Team

Jon Hitter

Partner, A&A Practice Leader
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Mark O’Reilly

Partner
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Danielle MacKenzie

Senior Manager
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Common Questions

The right level depends on your stakeholders, lenders, and regulatory requirements. We help determine what is appropriate.

A structured process with document requests, testing, and communication. We guide you through each step.

Preparation, organized documentation, and clear communication reduce disruption significantly.

Accuracy, consistency, and strong internal controls that support your financial reporting.

They provide credibility and confidence in your financial statements.

Reach out to discuss your requirements and we will guide you through the next steps.

Insights

What’s worth knowing

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Ready to experience the difference?

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Walter Shuffain is the brand name under which Walter Shuffain Advisors Inc. and WS CPAs P.C. provide professional services. Walter Shuffain Advisors Inc. and WS CPAs PC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. WS CPAs PC is a licensed independent CPA firm that provides attest services to its clients. Walter Shuffain Advisors Inc. and its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to its clients. The entities are independently owned and governed and are not liable for the services provided by any other entity providing the services under the Walter Shuffain brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by WS CPAs PC and Walter Shuffain Advisors Inc.

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