Services

Your business is personal;
your accounting services should be too.

We offer auditing, tax and consulting services to non-profit organizations and affordable housing communities throughout the United States, which means we do business wherever you do business. Despite our national footprint, we deliver the same attention to detail and your individual needs as a local firm would.

 

With a deep understanding of the challenges and opportunities facing these sectors, we work collaboratively with our clients to achieve their goals. All of our services and advice are tailored to your unique business situation, which we will study thoroughly to provide the most effective and accurate results, all according to your business’ timeline.

Our audit, review and compilation processes vary in levels of assurance, time to complete and cost of service.

Audits

Our auditing services go beyond just meeting compliance requirements; they provide valuable insights into your business's financial health. We conduct thorough examinations of your financial records, internal controls and processes to provide assurance that your financial statements are free from material misstatements. Our approach is collaborative and focused on delivering actionable recommendations to help you run your business more effectively. We will work closely with you and your key employees to develop and execute a plan to complete this work without disrupting operations or consuming too much of your employees’ time.

Reviews

For customers seeking a less extensive examination of their financial statements, our review services offer a more timely and cost-effective solution without compromising on quality. Our skilled professionals perform analytical procedures and inquiries to provide limited assurance on the accuracy of your financial information. With a focus on understanding your business and industry, we deliver relevant insights to support informed decision-making.

Compilations

Our compilation services are ideal for businesses looking to organize and present their financial information in a clear and concise manner, with no assurance on the accuracy of the information. We gather and organize your financial data, apply appropriate accounting principles, and present your financial statements in accordance with professional standards. Compilation services are ideal for organizations with tight budgets.

Our services are designed for your business.

We provide professional services in a relaxed environment, but you don’t have to take our word for it.

Our clients say it best.

"John's team is simply outstanding! They consistently deliver top-notch work and their level of responsiveness to our needs is exceptional and appreciated. What's even more impressive is how quickly they follow up on everything. With John's team, we can always count on getting the job done right, and on time. "

Brian, Executive Director

Executive Director

"We have engaged Pettit & Company to perform our audit for the last 5 years. I cannot give them a stronger reference. Their auditors have been delightful to work with--- always responsive to questions, helpful and considerate in working with our schedules, efficient yet thorough, super kind and friendly, and seem to genuinely care about the work we do. Importantly, their fees are reasonable and feasible for our smaller foundation and we've never had a surprising add-on cost. They honor their quotes. Our board members from our audit committee (some CPAs) who have interacted with the Pettit & Company auditor during the audit process have shared high praise. Can't say enough good about our experience and happy to talk with anyone who would like additional information. "

Sandi, CEO

CEO

"We have had the pleasure of working with Pettit Company CPAs since 2019. We have found John and his team to be most helpful! They are very thorough and knowledgeable as they guide us on improving our accounting and internal controls. We do not panic at the mention of an annual audit because they are cooperative in working with us to gather the details they need to do a complete audit. Concord looks forward to continuing this effective working relationship."

Niki, Executive Director

Executive Director