Private Company Audit Services

Clients Served

  • Closely held private companies
  • Industry agnostic
  • Those contemplating a public filing in near future
  • Companies who want/need improved financial reporting processes and discipline

Triggers/ Current Issues

  • New lease accounting regulations
  • Changes in revenue recognition regulations
  • Company outgrowing its current CPA firm
  • Fees and service in imbalance with current CPA firm
  • Current CPA firm only compliance-minded


  • Compilation & Review
  • Internal Controls Review
  • Agreed-Upon Procedures
  • Internal Controls Review
  • Audit Planning
  • Pre-IPO Readiness
  • Lease Accounting Preparation
  • Revenue Recognition Transition

Audit Overview

Latest Audit Insights


Adam Dimmick

Audit Partner and Department Chair, CPA, CGMA


Meresa Morgan

ERISA Practice & Audit Partner, CPA


John Flatowicz

Audit Partner, CPA


Fast Facts

  • Services include audit reviews to full audits of financial statements
  • 100% clean opinion in past PCAOB reviews (public companies), which speaks to the quality level of our audit services
  • Provide audits for non-profit organizations
  • Team consists of former Big 4 CPAs, CFOs and attorneys
  • Integrated tax services when needed
  • Industry insights assure shorter learning curve on new engagements
  • Work closely with banks and other lenders to assure ease of reporting
Find All Audit Professionals

    Adam DimmickAudit Partner and Department Chair, CPA, CGMA
    713-353-1954 ...
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    Debra Seefeld Audit Partner, CPA, CFE
    832-246-7565 ...
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    Dennis Baonguis Audit Director, CPA 713-353-1966 ...
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    Hernie Antonio Audit Director, CPA 713-366-8530 ...
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    Jamie Sylvester Audit Partner, CPA
    713-353-1931 EDUCATION
    Jason Liu Audit Partner, CPA 713-366-8563 ...
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    Joe Alcorta Audit Director, CPA
    713-353-1978 EDUCATION
    John Flatowicz Audit Partner, CPA
    713-353-1910 ...
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    Kerry Kilgore Audit Partner, CPA
    713-366-8523 EDUCATION
    Kevin Hengst Audit Principal, CPA 713-366-8514 ...
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    Larry Dodson Audit Partner, CPA 512-480-8182 ...
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    Lesley Sciortino Audit Partner, CPA 713-353-1994 ...
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    Lily K. Wang Audit Partner, Energy Team Lead, CPA
    832-463-4153 ...
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    Lincoln McKinnon Audit Principal, CPA 713-366-8525 ...
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    Meresa Morgan ERISA Practice & Audit Partner, CPA 713-353-1921 ...
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    Sheila Enriquez Managing Shareholder 713-667-9147 EDUCATION
    Tom P. Donovan Audit Partner, CPA 512-346-0908 ...
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