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Do You Need a Financial Audit? | BPM

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Board of DirectorsJames Lichau Partner, AssuranceFinancial Services Co-leaderRyan Musser Partner, AssuranceConsumer Business Industry Group LeaderAlan Alvarez Partner, AssuranceProfessional Services Co-leaderJeff Dietrich Partner, AssuranceJeff Carrick Partner, AssuranceShannon Winter Partner, AssuranceNonprofit Co-leaderDaniel Figueredo Partner, Advisory and AssuranceNonprofit Co-leaderFinTech LeaderKendall Kuhn Partner, AssuranceShree Kothari Partner, AssuranceAudit vs. Review vs. Compilation: What’s the Difference?  When your business needs financial statements for lenders, investors, or other stakeholders, you’ll likely encounter requests for “audited,” “reviewed,” or “compiled” financial statements. Learn MoreMaking the Switch: How to Choose a New Audit Provider for Your Commercial Real Estate Business   Switching audit firms is a critical decision for commercial real estate businesses. Learn the warning signs, key factors to evaluate, and transition best practices when choosing a new audit provider. Learn MoreSingle Audit Threshold 2025: What Nonprofits Need to Know  The OMB raised the single audit threshold to $1 million starting in 2025, reshaping compliance for nonprofits. Learn what this change means, how it impacts federal and state audit requirements, and what steps your organization should take to stay prepared. 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