Financial statement audit

Financial Statement Audit

Smarter audits, faster insights, strategies that move you forward

An audit is never “just an audit.” It’s an undertaking that should create meaningful value for your organization — beyond compliance. By giving our clients an experience that’s customized to their risk profile, industry, and preferences, that’s exactly what we do.

Powered by technology, empowered by expertise

Our audit methodology incorporates AI, analytics, and secure collaboration portals. They allow us to analyze large datasets with precision, accurately identify risk areas, and exchange information safely. Below are some of the technology tools we use to power better audits.

We’re built differently

Technology alone doesn’t make the difference — our people do. You’ll always work directly with experienced auditors who understand your organization and build lasting relationships. We specialize by industry, but that’s not all: You’ll have easy access to technical specialists — spanning internal controls, IT, valuation, professional standards, and more — whenever and wherever you need them.

On time with no surprises

There’s no such thing as a “standard audit.” Your audit will be fully customized to your organization’s unique risk profile and operational environment. From initial planning through fieldwork to final reporting, you can expect clear communication, efficient coordination, and strict adherence to deadlines. Our transparent, high-quality audits uncover financial trends, instill confidence in stakeholders, and drive strategic decisions.

Excellence recognized: We’ve been named a Representative Vendor in the 2024 Gartner Market Guide for External Audit Services.
We offer comprehensive assurance services to strengthen trust in your organization and support informed decisions.

Financial statement audit

Customized audits powered by technology and expertise for accurate, efficient results you can trust.

Review

Independent reviews that combine inquiry with analytical procedures to provide limited assurance.

Compilation

Clear, organized financial statements assembled to meet your reporting needs.

Agreed-upon procedures

Targeted procedures designed to address specific risks and stakeholder requirements.

Preparation of financial statements

Seamless statement and disclosure preparation (if desired) via our integrated audit and reporting platform.

Audits of internal controls over financial reporting

Integrated evaluation with insights into automated, transactional, and management review controls.
Our system of quality management aims to provide reasonable assurance that professional responsibilities are performed ethically and in accordance with required standards.

Expert-led audits built on trust and personalized service

Our audit specialists are committed to making the process smooth and efficient, minimizing disruption to your team. We follow a structured methodology and use advanced tools to keep the audit on track, so you spend less time answering questions and more time focusing on your organization. Our low staff turnover means you’ll see familiar faces year after year, building continuity and trust.

Beyond the audit itself, we can be your go-to consultant for a range of technical matters and accounting challenges, whenever they arise. Our professionals understand key financial statement indicators, allowing us to benchmark your performance against industry peers and identify opportunities for efficiency and savings. We also suggest ways to strengthen controls and help you interpret financial information to inform your strategic decisions. The result: clarity, confidence, and quality.

The benefits you’ll receive from our approach to client service

Alix James
President & CEO, Nielsen-Kellerman

Our relationship with Plante Moran commenced when our company was acquired by investors in 2010. Our concerns about working with a new accounting and audit firm were quickly allayed when we met our team from Plante Moran. Every staff member has been knowledgeable about our industry and helpful in communicating best practices while remaining practical in applying GAAP. Our auditors have been polite, pleasant, and helpful while getting their job done, and they have quickly developed the familiarity with our business that has allowed our audits to proceed smoothly. Fee agreements for engagements have been fair and accurate. We have already recommended Plante Moran to business associates, and will continue to do so.

Father Jim Chambers
Treasurer, U.S. Province of Missionary Oblates of Mary Immacula

Before we hired Plante Moran, we were working with three different firms for audit services. Our organization is complex, and we were missing expert guidance from a firm that could help our organization move forward toward our goals… On paper, it might seem like an audit is an audit — no matter who does it. We have been working with Plante Moran for about three years, and we definitely see the difference in service. Plante Moran helped us identify gaps in our financial reporting. Now, we’re able to use our financial statements to guide our decisions as a leadership team instead of wasting time wondering what we don’t know.

Sara Dolan
Chief Financial Officer, Michigan State University Federal Credit Union (MSUFCU)

We've developed relationships with the Plante Moran team over the years, and it’s always a pleasure working with them. The team consistently performs their work with a great deal of efficiency and has been highly effective at tailoring their audit approach to our risks ... While I appreciate their audit and GAAP expertise, the true value the Plante Moran team brings is their ability to act as a trusted partner. They’ve been with us through a great deal of growth over the years, offering advice, bringing various experts when appropriate, and acting as a sounding board. They are responsive year-round, and I believe they’ve contributed in a positive way to our organization.

MEET OUR TEAM
Professional photo of Bryan Welsh. Bryan Welsh

Group Managing Partner

Professional photo of Donna Hanson. Donna Hanson

Group Managing Partner

Professional photo of Brian Wiedenhoeft. Brian Wiedenhoeft

Group Managing Partner