At Lopata, Flegel, & Company LLP, we offer a full range of assurance services for privately held companies and provide financial solutions designed to address our clients’ specific needs. We view our assurance work as the first step in developing a long-term relationship with our clients built on trust and business insight. No matter the assurance service provided, we provide meaningful findings and advice you need related to your financial performance, accounting systems, and day-to-day business decisions.

Partners and managers are significantly involved on each engagement to ensure that our clients receive experienced, efficient service. Additionally, we know that consistency of staffing is important to our clients, and we work to provide this consistency from year to year. Our accounting professionals are continually trained and educated in the most recent accounting pronouncements, business developments, and technology.

We provide the following levels of financial statement assurance:

  • Audits
  • Reviews
  • Compilations
  • Agreed Upon Procedures