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Audit & Assurance
Trust Built on Verification
In today's complex business environment, stakeholders demand more than numbers — they demand confidence. Whether you're seeking investment, satisfying regulators, or simply ensuring operational integrity, TruFunds' Audit & Assurance services deliver independent, objective verification that stands up to scrutiny.
Comprehensive Planning for Every Life Stage
01
Individual Tax Preparation
Accurate, timely filing of federal, state, and local returns. We handle everything from simple W-2s to complex multi-state returns with rental properties, stock sales, and business income.
02
Internal Control Reviews
Evaluation of your control environment, risk assessment, control activities, information systems, and monitoring. Essential for SOX compliance and operational efficiency.
03
Agreed-Upon Procedures
Targeted engagements for specific needs — revenue verification, accounts receivable confirmation, or inventory counts — with detailed findings reports.
04
Due Diligence
Pre-acquisition or pre-investment financial review. We identify risks, validate assumptions, and provide the intelligence you need to negotiate confidently.
What's Included in Your Plan
Risk-Based Approach
Focus on areas of highest risk and materiality, not just routine sampling
Industry Expertise
Specialized knowledge across healthcare, tech, manufacturing, and nonprofits
Technology-Enabled
Data analytics and AI-assisted testing for deeper, faster insights
Clear Communication
Findings presented in plain language with actionable recommendations
Timely Delivery
Commitment to deadlines that respect your reporting obligations
Continuous Support
Year-round availability for questions and emerging issues
Quality Review
Multiple levels of internal review before final report issuance
Regulatory Compliance
Full adherence to AICPA, PCAOB, and international standards
Our all Price
All plans include a 30-day satisfaction guarantee. If you're not completely satisfied, we'll refund 100% of your fee.
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Frequently Asked Questions
How is this different from robo-advisors or DIY planning tools?
Software can calculate, but it can't understand your fears, dreams, and family dynamics. Our planners bring human judgment, accountability, and adaptability that algorithms simply cannot match.
Do I need to have a lot of money to benefit from financial planning?
Absolutely not. The earlier you start, the more powerful planning becomes. We have plans for every stage and budget.
Will you manage my investments too?
Investment management is a separate service, but your financial plan will include investment recommendations. Many clients choose both for seamless execution.
How often will we meet?
Typically quarterly for the first year, then semi-annually or annually depending on your plan tier and life changes.
What if my goals change?
That's expected. Your plan is a living document. We revise it whenever your circumstances shift — new job, new baby, inheritance, or market volatility.
