Audit + Assurance
Reliable financial information for decision-makers
Organizations of all types have a greater need for audit and assurance services. From a construction company seeking credit to a nonprofit asking donors for support – quality financial statements are required for more informed decision making.
Details Create the Big Picture
Users of financial statements are demanding more information to make their decisions.
Our assurance and advisory services can help you deal effectively with those demands and other financial issues you face. Our service philosophy is guided by a deep knowledge of our clients, their business and their industry. We pride ourselves on being responsive and accessible.
What We Do
Lease Accounting + ASC 842
Having a deep understanding of lease accounting standards is crucial to ensure your business properly identifies its leases.
Employee Benefit Plan Audits
Employee benefit plan audits require up-to-date technical knowledge of the latest ERISA, IRS and DOL regulations and requirements.
Due Diligence + Quality of Earnings
When there is a complex transaction, you need a team who understands the transaction risks and the urgency of financial due diligence work.
Our audit and assurance services:
- Audit, review and compilation of financial statements
- Benefit plan audits
- Single Audits subject to the Uniform Guidance
- Fraud assessment and forensic accounting
- Agreed-upon procedures
- Contract compliance
- Financial due diligence
- Internal controls
We work hard to maintain high standards of professional practice.
We are members of both the Employee Benefit Plan Audit Quality Center and the Governmental Audit Quality Center. Our strong system of quality control, which includes active involvement by our partners and managers, emphasizes independence and objectivity. We invest in our people so that we can bring you the very best talent and skills to meet your needs. We assign individuals at the appropriate levels of experience and build long-term engagement teams with staff consistency and continuity at their foundation.
Our assurance and advisory teams use top-of-the-line technology to better meet your assurance needs. Computer-assisted auditing techniques allow us to both import electronic data from our clients and perform sophisticated analysis. Our conversion to a paperless environment also facilitates a secure and streamlined approach to sharing data and preparing work schedules.
Meet Our Professionals
Partner
Erik Gillam, CPA
Aldrich CPAs + Advisors
Erik joined Aldrich in 2004 and has spent his entire career focused on providing assurance audits, reviews and compilations to agricultural and farming. Erik co-leads the agribusiness niche at Aldrich. As a leading agribusiness consultant, Erik has spent his entire career focused on providing assurance audits, reviews, and compilations to agricultural clients. Teacher for Financial… Read more Erik Gillam, CPA
Erik's Specialization
- Agriculture and farming
- Cooperatives
- Closely-held businesses
- Audit and assurance
- Certified Public Accountant
Partner
Tracy Allen, CPA, CCIFP®
Aldrich CPAs + Advisors LLP
Tracy Allen brings 20 years of experience focusing on construction accounting and leads Oregon’s construction industry practice. She provides attest work and consulting services such as cash-flow management, operational reviews, systems and process reviews, and succession planning to her clients. Tracy holds her CCIFP® designation in the construction industry. She is honored to be an American Institute of… Read more Tracy Allen, CPA, CCIFP®
Tracy's Specialization
- Audits, reviews and compilations
- Construction industry, surety and bonding requirements
- Closely-held businesses and owners
- Certified Public Accountant
- Certified Construction Industry Financial Professional (CCIFP®)
Director
Terry Griffin, CPA
Aldrich CPAs + Advisors LLP
Terry Griffin has more than 25 years of public accounting experience providing attest service to mid-sized and large companies. He has served clients in a large variety of industries, both public and private sector. As the firm’s director of quality control, he is responsible for staff training and ensuring the firm is up to date… Read more Terry Griffin, CPA
Terry's Specialization
- Quality control
- Certified Public Accountant
Senior Manager
Geoff Horton, CPA, CFE, CCIFP®
Aldrich CPAs + Advisors LLP
Geoff Horton joined Aldrich in 2004 and has many years of experience in public accounting. Prior to joining the firm, he worked for a high-tech company in their finance department. Geoff specializes in providing financial services to construction firms and other private entities. He also provides financial services for employee benefit plans. Geoff is a… Read more Geoff Horton, CPA, CFE, CCIFP®
Geoff's Specialization
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- Certified Construction Industry Financial Professional (CCIFP®)
- Construction
- Closely-held businesses
Partner
Scott Daniels, CPA
Aldrich CPAs + Advisors LLP
Scott Daniels oversees the assurance services to our clients and consults with them on a variety of regulatory matters. He also acts as a business advisor to these organizations providing guidance on strategic planning, financial analysis, and system assessments. Scott graduated with his Bachelor of Science in accounting from Oregon State University.
Scott's Specialization
- Telecommunications
- Utilities
- Accounting and assurance services
- Certified Public Accountant
- Strategic planning, financial analysis and systems assessments
Partner
Amy Fenerty, CPA
Aldrich CPAs + Advisors
Amy joined Aldrich in 2000 and is dedicated to serving utility organizations. She has experience with clients of all sizes and performs all aspects of the audit for her communications and utilities clients. Amy provides financial and accounting services, cash flow and internal control reviews, as well as regulatory assistance and consulting. She graduated from… Read more Amy Fenerty, CPA
Amy's Specialization
- Communications
- Utilities
- Internal control reviews
- Certified Public Accountant
- Regulatory assistance and consulting
