Assurance

Each business is a world unto itself. Seeing what’s behind and beyond your financial statement is fundamental to our audit and assurance services.
Agreed Upon Procedures
Our independent assurance professionals can customize an AUP engagement to target specific financial data, identify precise problems, and resolve issues efficiently
Audit, Review + Compilations
We balance experience, reliability, and integrity with a healthy dose of common sense. As our seven-decade history attests, you can trust in the skill, quality, and objectivity of our audit and accounting services.
SOC Reporting
Mounting concerns about the security of data are making Systems and Organization Control reporting of increasing importance. Our knowledgeable team takes the stress out of reporting and provides assurance that your processes and controls are thoroughly reviewed and tested.
Peer Review
According to the AICPA, CPA firms are required to have a peer review performed once every three years. At SobelCo, we examine the audit work of your firm under Statements on Auditing Standards (SASs); Statements on Standards for Accounting and Review Services (SSARSs); Statements on Standards for Attestation Engagements (SSAEs); Government Auditing Standards (the Yellow Book); and issued by the U.S. Government Accountability Office.

Our Approach

Staying resilient is critical in an ever-evolving economic landscape, which is why our experienced consultants are always questioning assumptions and exploring what’s on the horizon. Whether you’re looking to mitigate risk, improve efficiencies or seize opportunities, our client-centric approach relies on thoroughly understanding your unique circumstances and providing deep analytical and financial guidance so you can anticipate tomorrow…today.

Why choose SobelCo?

As seasoned business owners and senior leaders charged with growing and sustaining profitable businesses you know that to succeed in today’s competitive world, you must surround yourself with knowledgeable, intentional, experienced experts who can help you create and adhere to a strategic plan. That’s why so often decision makers like you choose SobelCo professionals as their trusted advisors. 

We have worked hard to earn your trust, encouraging you to turn to SobelCo for insights, wisdom, and technical support. But more often than not, what really distinguishes us is our genuine concern, our personal commitment, and the community relationships we are known for that make our CPAs and consultants a compelling choice for any business situation.

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Entrepreneurial + Family-Owned Business
We build legacies, guiding and supporting clients throughout their business lifecycle with strategic insights, cutting-edge technology, and responsive personal attention.
Financial Services
With the advice from our experienced team, decision-makers can leverage change and illuminate opportunities to drive profitably.
Food + Beverage
Our seasoned professionals apply their comprehensive industry knowledge and backgrounds in accounting, attest, tax, and advisory services to stay on top of any issues that arise.
Manufacturing + Distribution
In today’s shifting landscape, count on our industry experts for objective advice and innovative solutions to increase operational efficiency and gain a competitive edge.
Nonprofit + Social Services
Rooted in a culture of caring, SobelCo enables the nonprofits we serve to think strategically by providing current, accurate financial data and sound business advice.
Professional Services
Drawing on our own experience as a professional services firm, we assist other practices in reducing risk and optimizing financial performance.
Real Estate + Construction
We understand the intricacies of the real estate and construction worlds and provide the resources and selected services required for handling the sector’s unique challenges.
Technology
The SobelCo tech team uses our insights to inform you on strategies, trends, and opportunities to help you surge ahead. The technology industry is constantly changing, and we will share custom solutions to help streamline operations.

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INDUSTRIES WE SERVE