Business Audit Services and Attest Solutions
Providing audit and attest services that go beyond the numbers and drive informed decision-making.
Audit and Attest Services* Provided by CP Assurance
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
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.
*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients, but is not a public accounting firm. Creative Planning works closely with CP Assurance, an independent and separately governed licensed CPA firm, to provide audit and attest services.
CP Assurance (formerly BerganKDV) traces its roots to Donald E. Cote, who began practicing public accounting in St. Cloud, Minnesota, in 1945. Together with Leroy Poganski, they formed Cote & Poganski, CPAs in 1963, establishing a tradition of exceptional client service that ultimately became BerganKDV in 2015. Today, as CP Assurance, we continue to honor the legacy of Cote and Poganski and the client-first values they established.
