Assurance Services

You deserve more.

WBL believes that assurance services ought to do more than meet your creditor/lender or regulatory obligations.  The detailed information an audit provides should be leveraged to make your business more efficient.  WBL’s Assurance Services go beyond the audit to quickly translate your financial statements into actionable, strategic data. We move nimbly, provide better service and faster results because we’re tuned into your business goals.  Demand more from your auditors.  Your business deserves it.

Audit, Review and Agreed-upon Procedures

Audit Services

A custom-tailored audit provides your business with the personalized attention you expect and the accurate, objective opinion you need to give your stakeholders confidence in your financial statements.  We work with you to identify and address business risks, and we’ll help you improve the efficiency and effectiveness of your accounting processes.

Reviews

A financial review may be just what your business needs to move forward.  Many financial institutions and other stakeholders accept reviews in lieu of a full audit.

Agreed-upon Procedures

One size does not fit all.  When you need a level of assurance that doesn’t require a traditional audit, WBL’s Assurance Services team works with you to identify the appropriate procedures that will deliver the information you need.

Compilations

Sometimes, you just need a little help sorting out your financial information.  WBL’s Assurance Services team will organize and present your financial data in the form of a financial statement without rendering an opinion.

Employee Benefit Plan, Pension Plan and 401(k) Audits

Protect the promise you made your employees with a quality audit of the assets of your employee benefit plan. Your auditors should have extensive experience with employee benefits, pensions, 401(k)s and other plans to ensure they understand the special auditing standards and rules that apply.  More than that, they should provide you with practical advice on plan administration, offering insight and solutions. WBL has more than 30 years experience auditing employee benefit, pension and 401(k) plans.  We understand the challenges, concerns and opportunities for businesses like yours.  Our team will provide the peace of mind you and your employees need.

We audit

  • 401(k) Plans
  • 403(b) Plans
  • Defined Contribution Plans
  • Employee Stock Ownership Plans (ESOP)
  • Pension Plans