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Accounting And Auditing Consulting Services |Subscription Plans|

Our Mission


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Our Services

Serving the practice needs of smaller CPA firms is our business. We supply economical products and services that target primarily small and medium-size CPA firms.

Our objective is to help your firm accomplish its objectives. We believe our products and services can strengthen the small firm sector of our profession. Somewhere during the passage of time, it is possible that the practice needs of smaller CPA firms have slipped from the consideration of regulatory and governing bodies. We will provide tools to help you cope with increasing government regulation and changing standards, while keeping you up to date on the best practices for managing your firm. We want to help you increase market share and profitability.

What we are:

  • A forum for discussions of practice issues that directly affect you.
  • A resource for the small and medium CPA firm.
  • A source of accounting and auditing consulting services.
  • A source for staff training, seminars, and conferences.
  • A source for books, practice aids and tool that create practice efficiencies for your firm.
  • A source for on-going accounting and auditing updates.
  • A source for best practice ideas for managing your firm for quality, efficiency, and profitability.

With nearly 70 years of combined experience Patricia Lane Williams, CPA and Larry Perry, CPA, are combining their skills and capabilities in a unique way for the benefit of smaller CPA firms.

Our Services Include:

 

Quality Control Inspections, Efficiency Reviews and Concurring Reviews

 

Satisfying the requirements for CPA firm inspections between peer review years, our quality control engagements can be performed in our offices for $199 per hour, $699 for a half day and $1,500 for a full day. Each engagement includes a written report including engagement deficiencies and time savings opportunities. These engagements include an exit conference with firm management and/or staff personnel by phone or Skype. Single engagement reviews of planning documentation in our office are $299 each. Concurring reviews of single engagements in our office are priced at the rates above based on the time spent.  The time spent will depend on the size of the client entity and the number of engagement hours.

Request more information or schedule a review.

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