Private Company Audits


  • Compilation & Review
  • Internal Controls Review
  • Agreed-Upon Procedures
  • Internal Controls Review
  • Audit Planning
  • Pre-IPO Readiness
  • Lease Accounting Preparation
  • Revenue Recognition Transition

Triggers/ Current Issues

  • New lease accounting regulations
  • Changes in revenue recognition regulations
  • Company outgrowing its current CPA firm
  • Fees and service in imbalance with current CPA firm
  • Current CPA firm only compliance-minded

Clients Served

  • Closely held private companies
  • Industry agnostic
  • Those contemplating a public filing in near future
  • Companies who want/need improved financial reporting processes and discipline

John Flatowicz

Audit Shareholder, CPA

Meresa Morgan

ERISA Practice & Audit Department Chair, CPA
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Audit Overview

Fast Facts

  • Services include audit reviews to full audits of financial statements
  • 100% clean opinion in past PCAOB reviews (public companies), which speaks to the quality level of our audit services
  • Provide audits for non-profit organizations
  • Team consists of former Big 4 CPAs, CFOs and attorneys
  • Integrated tax services when needed
  • Industry insights assure shorter learning curve on new engagements
  • Work closely with banks and other lenders to assure ease of reporting
Find All Audit Professionals
    Adam Dimmick
    Audit Shareholder, CPA, CGMA
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    Dan St.ClairAudit Director, CPA
    713-353-1974 EDUCATION ...
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    Debra Seefeld Audit Shareholder, CPA, CFE 281-362-9732 EDUCATION ...
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    Dennis BaonguisAudit Director, CPA
    713-353-1966 EDUCATION
    Hernie Antonio Audit Director, CPA 713-366-8530 ...
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    Jamie SylvesterAudit Shareholder, CPA
    Jason Liu Audit Shareholder, CPA 713-366-8563 EDUCATION ...
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    Joe Alcorta Audit Principal, CPA
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    John FlatowiczAudit Shareholder, CPA
    Kerry KilgoreAudit Shareholder, CPA
    713-366-8523 EDUCATION
    Kevin Hengst Audit Principal, CPA 713-366-8514 ...
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    Laura Freudenberger Audit Shareholder, CPA 713-353-1916 EDUCATION ...
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    Lesley Sciortino Audit Shareholder, CPA 713-353-1994 ...
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    Lincoln McKinnonAudit Principal, CPA
    Meresa Morgan ERISA Practice & Audit Department Chair, CPA ...
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    Sheila EnriquezManaging Shareholder
    Tom P. Donovan Audit Shareholder, CPA 512-346-0908 ...
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