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Audit and Attest

Providing audit and attest services that go beyond the numbers and drive informed decision-making.

Audit and Attest Services* Provided by BerganKDV

Depending on what stage your business is in, your needs may vary in terms of reporting requirements. From reviews and compilations to the most comprehensive audits, we have a solution that delivers audit and attest services that meet the industry's highest technical and ethical standards. And beyond satisfying compliance requirements, our services can help you and your stakeholders make more informed business decisions and minimize risk.

We provide a customized approach with tailored services to meet your specific needs.

  • Audit and Attest
  • Accounting
  • Forensic Accounting and Data Services
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A Quality Audit, Every Time

Unlike many other professional services firms, we offer every level of audit support you may need. Just as importantly, we can help you prepare for your next audit - a process that can often be of value in and of itself. In addition to meeting your audit needs, we also have a team of in-house tax and accounting professionals to assist you with other areas of your financial strategy.

In all our engagements, we're committed to helping you stay in compliance with the law and providing the right guidance so that your business remains future-ready.

Your Partner in Preventing Workplace Fraud

Forensic Accounting and Data Services

Creative Planning works with businesses to protect their operations against fraud. We have a team of certified fraud examiners and forensic advisors who can routinely monitor your financials to identify any concerns and guide you through next steps if any fraudulent activity is uncovered. Our data-driven approach, combined with our team's expertise, results in vigilant protection against every element of fraud your business might face.

Schedule a meeting with our team today to learn more about our forensic accounting and data services.

Our services designed to stop fraud in its tracks include:

  • Forensic Analysis and Investigations
  • Forensic Accounting
  • Data Analysis
  • Embezzlement and Fraud Investigations
  • Litigation Support
  • Divorce Litigation Support
  • Enterprise and Fraud Risk Analysis

*Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services to its clients.

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