Assurance & Advisory

At Clearview Group, we understand that an audit should do more than just ensure compliance. Companies of all sizes are being held to much higher standards of accountability than they were even just a few years ago. The ability to effectively plan, implement and monitor changes required by the new accounting and reporting standards — or the initial application of existing standards — can be a challenging task for even the most experienced finance teams. An effective audit can help a company reduce risk, streamline accounting systems, and fine-tune policies and procedures. It can also improve a company’s overall financial performance and provide valuable information for internal stakeholders and outside business partners.

Our audit approach is designed to allow our teams to work seamlessly with your organization and minimize any interruption to your daily business operations.

In working with Clearview Group, you not only receive highly qualified, time-honored attest services from professionals who understand the unique needs of your business, but also the confidence that your company has the policies and procedures in place to meet your current and future objectives.

Our Services

Financial Statement Audits, Reviews & Compilations

No matter what level of assurance you require for your financial statements, we have the experience and insight to tailor our approach to your situation. Our attest services meet the highest standards of professional quality, yet are flexible and scalable to meet your specific needs.

Our professionals have served Clients across the spectrum of size, industry, and complexity. We have worked closely with public registrants, privately held companies, and not-for-profit entities throughout our careers. These experiences provide us with a unique perspective, allowing us to offer practical insights to help improve our Clients’ operations, processes and procedures.

In addition to being seasoned CPAs, we are registered with the Public Company Accounting Oversight Board, which further demonstrates our commitment to serving Clients in all stages of growth.

Employee Benefit Plans

Your employees are your most valuable asset and are the drivers of your growth. We not only understand how important your employees are to you, but we also share one of your most important goals: the protection of your employees’ retirement accounts.

We recognize the complexities of coordinating multiple internal and external stakeholders when it comes to your benefit plans. That is why we focus on seamless coordination and communication to ensure that all parties are served with distinction.

Our commitment to quality is evident in all that we do, starting with the deep experience of our seasoned professionals. We further demonstrate our adherence to the highest standards of quality as evidenced by:

  • Our membership of the AICPA Employee Benefit Plan Audit Quality Center
  • Our membership of the AICPA Center for Audit Quality
  • Our registration with the Public Company Accounting Oversight Board
  • Our enrollment as a peer reviewer in the AICPA Peer Review Program

Our professionals are knowledgeable and have years of experience performing ERISA audits (Employee Retirement Income Security Act) for a wide range of plans, including:

  • Defined Contribution Plans
  • Defined Benefit Plans
  • Employee Stock Ownership Plans
  • Health and Welfare Plans
  • Multiemployer Plans

At Clearview, we continually keep our Clients abreast of new audit standards and pronouncements, regulatory changes and legislative proposals that might impact their employee benefit plan audits. We also provide recommendations and insight on ways to improve and enhance the internal administration, operation and design of their plans. We have a thorough understanding of the financial reporting, plan administration and compliance requirements to which benefit plans are subject, and we can assist in addressing and resolving plan document or operational issues that may arise during the year.

We are registered with the Public Company Accounting Oversight Board, which is further demonstration of our commitment to serving the benefit plan audit needs of public registrants.

Revenue Recognition Services

The new revenue recognition standard (ASC 606) impacts every aspect of your operations, and you need a comprehensive solution for implementation.  Your desire is to not only prepare for adoption of the standard, but also to establish policies and procedures to address the accounting for new arrangements as they arise.  Specifically, your needs are summarized in the following areas:

  • Understand the new standard and its impact on your accounting and financial reporting
  • Assess your current controls and processes and systems in light of the new standard
  • Identify changes needed
  • Implement the new standard and record the impact in your financial statements
  • Monitor your compliance, systems, controls, and processes going forward
  • Educate key stakeholders and personnel in the requirements of the new standard

Our five-phased revenue recognition methodology is proven, yet is tailored to meet the specific needs of each unique client.  We partner with key stakeholders to understand how the adoption and implementation of the new accounting standard will impact not only the accounting and financial reporting functions, but also the overall control environment and operations. Often the adoption phase is only the beginning, which is why we incorporate on-going education and monitoring into our methodology.

We will also ensure all accounting process, financial reporting, and control updates and recommendations are in line with PCAOB and external audit requirements. Specific to external auditor expectations, we have a great relationship with audit teams from each of the major firms, and understand how they operate and what they expect.  Based on many external audit firm’s ability to rely on our work, we are often referred into their clients as professional services firm of choice for working with organizations to make processes like these as painless and valuable as possible. Ensuring proper coordination between stakeholders (management, internal audit, external audit) is critical throughout the adoption and implementation process and we are prepared to drive this coordination as deemed necessary.

Our commitment to quality is evident in all that we do, starting with the deep experience of our seasoned professionals.  We further demonstrate our adherence to the highest standards of quality as evidenced by our registration with the PCAOB, and our membership in the AICPA Center for Audit Quality.

Valuation Services

Your business is unique, and the market is competitive.  That’s why you are focused on value, and you need a seasoned advisor to help navigate the complexities of the landscape.  Our Clearview team offers a variety of valuation and business analytic services that are tailored to your specific situation, including:

  • Financial and tax reporting
  • Transaction support
  • Purchase price allocation
  • Stock-based compensation matters
  • Business analytics

Our approach to these complicated areas starts simply – understanding your business.  We then take that understanding, analyze the relevant factors, sort through the competing issues, and provide you with a thoughtful analysis.  You need an experienced advisor who can provide you with simple answers to complex questions, and that is our approach in all we do.

Our team is not only recognized for its experience in the marketplace as CPAs, but we also have achieved the Certified Valuation Analyst (CVA) certification from the National Association of Certified Valuators and Analysts.

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