Assurance & Audit Services

Independent Assurance. Meaningful Insights. Trusted Results.

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At Shelby CPAs, we believe an audit should deliver more than a report. It should provide confidence to stakeholders, strengthen financial reporting, and help organizations make informed decisions.

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Our assurance professionals bring extensive experience serving privately held companies, nonprofit organizations, foundations, employee benefit plans, and other complex entities. We take a collaborative approach that minimizes disruption to your team while maintaining the highest standards of independence, objectivity, and professional excellence.

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Whether your organization requires an audit for regulatory compliance, lender requirements, board governance, or stakeholder transparency, we provide responsive service and practical recommendations that add value beyond the engagement itself.

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Audit Services

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An audit provides the highest level of assurance on your financial statements. Through detailed testing and evaluation of financial information, we express an independent opinion regarding whether your financial statements are presented fairly in accordance with the applicable accounting framework.

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Our audit services include:

• Financial statement audits

• Nonprofit and charitable organization audits

• Private foundation audits

• Employee benefit plan audits (401(k), 403(b), and ERISA plans)

• Construction and contractor audits

• Grant and funding compliance support

• Internal control observations and recommendations

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Throughout the engagement, we maintain open communication with management and governance leaders, providing timely updates and actionable insights.

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Financial Statement Reviews

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A review engagement provides limited assurance through analytical procedures and inquiry. Reviews are often appropriate for organizations that require a level of assurance beyond compiled financial statements but do not need a full audit. Review engagements can help satisfy lender, investor, and board reporting requirements while remaining cost-effective and efficient.

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Compilation Services

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Compilation engagements assist management in presenting financial information in the form of financial statements without providing assurance. Compilations are commonly utilized by closely held businesses and organizations that require professionally prepared financial statements for internal use, lenders, or other stakeholders.

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Employee Benefit Plan Audits

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Employee benefit plan audits require specialized knowledge and experience. Our team assists plan sponsors in meeting Department of Labor and ERISA requirements while helping reduce administrative burden throughout the audit process.

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We provide audit services for:

• 401(k) plans

• 403(b) plans

• Defined contribution plans

• Employee stock ownership plans (ESOPs)

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Our process emphasizes proactive communication, efficient information requests, and practical guidance to help plan administrators navigate increasingly complex compliance requirements.

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Nonprofit and Foundation Assurance Services

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Nonprofit organizations and foundations face unique financial reporting and governance responsibilities. We have significant experience serving tax-exempt organizations and understand the importance of transparency, stewardship, and accountability to donors, boards, grantors, and the communities they serve.

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Our services include:

• Financial statement audits

• Financial statement reviews

• Uniform Guidance and grant compliance assistance

• Internal control recommendations

• Board and audit committee communications

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The Shelby CPAs Difference

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Organizations choose Shelby CPAs because we combine technical expertise with personalized service.

We are committed to:

• Responsive communication

• Direct access to experienced professionals

• Efficient engagement management

• Industry-specific expertise

• Practical recommendations that support growth and compliance

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Our goal is simple: provide assurance services that build confidence, strengthen reporting, and help your organization succeed.