Specialized Assurance Engagements

Meet specialized reporting and compliance requirements and present your financials with confidence

Meet specialized reporting and compliance requirements and present your financials with confidence

 Access Clear
Insights
Put Proven Systems
to Work
Gain Support from
our Team of Experts

Do You Need a Specific or Specialized Assurance Engagement?

Special funding sources often come with specialized reporting and compliance requirements. Those requirements are typically challenging to navigate but crucial to comply with.

You need an auditor who understands the requirements you are under, as well as the reporting formats and timelines you must meet.

Call on Forge for Your Assurance Needs

Our team specializes in highly regulated, specialized reporting and compliance areas.

We guide you through the assurance process so you can meet the requirements needed to secure your grant, loan, or tax credit funds.

Examinations and/or Agreed Upon Procedures Engagements

  • Federal and State Historic Preservation Tax Credits
  • Brownfield/Grayfield Tax Credits
  • Workforce Housing Tax Credits

Single Audits (Uniform Guidance) for Federal Programs

We perform compliance audits under the Uniform Guidance for a variety of federal programs including:

  • USDA – Water and waste disposal systems
  • Department of Education – Student Financial Aid
  • Many other federal awards across different agencies

Prospective Financial Information

  • USDA and/or SBA Feasibility Studies
  • Projections, Forecasts, and Proforma Financial Information

Employee Benefit Plan Audits

  • ERISA Section 103(a)(3)(c) — Formerly Limited Scope
  • Full Scope Audits
  • Defined Contribution 401(k) or 403(b) Plans

Ready to Turn Your Information into Insights?

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book a
Discovery Call

Schedule a free call to meet our team, understand your options, and select the right audit for your organization.

2

Execute
Your Audit

Experience a pain-free process with kind, caring experts who focus on your audit and keep you focused on your organization.

3

Present Your Financials with Confidence

Deliver reliable financial information to stakeholders on time, the right way, every time.

1

Book a
Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your
Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster
Business Growth

Gain insights and support to help you achieve your goals.

1

Book a Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Select Your Path Forward

Get personalized service options designed to address your needs.

3

Unlock Faster Business Growth

Gain insights and support to help you achieve your goals.

1

Book a Discovery Call

Fill out the request form to schedule a call with a Forge leader.

2

Access our Award-Winning Team

Leverage our team of experts and solutions to bring reliability and visibility to your finances so you have predictability and flexibility in your organization

3

Lead and Grow with Confidence

Forge ahead with the insights, systems, and support you need to succeed.

Take the First Step to Verify the Reliability of Your Financials

Take the First Step to Verify the Reliability of Your Financials

Do You Know What Specialized Engagement You Need?

If you know what level and scope of assurance services you need, submit a request for proposal to inquire about specific services such as employee benefit plan audits, tax credit programs, and governmental and program-specific audits for nonprofit organizations.