Independent, objective insight that builds trust and supports compliance - that's who we are.
We provide a full suite of assurance services tailored to the level of scrutiny your organization needs—whether you're seeking investor confidence, lender requirements, or regulatory compliance.
Our assurance services include:
1. Benefit Plan Audits
Protect your plan. Meet DOL and ERISA compliance.
If your company sponsors an employee 401(k) benefit plan, federal law may require an independent audit to ensure plan assets are protected and operations are in compliance with fiduciary standards.
We specialize in ERISA-compliant audits and understand the complexities of benefit plan reporting. Our thorough, efficient process reduces fiduciary risk while helping you stay on track with Form 5500 and Department of Labor (DOL) requirements.
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4. Compilation Services
No assurance. Just clear, organized financial statements.
A compilation involves presenting your financial information in the proper format without performing audit or review procedures. It’s ideal for businesses that need clean, professional financial statements without the cost or formality of assurance-level services.
We take your data and turn it into GAAP-compliant financials—no digging, no disruption, just clarity.
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3. Review Services
Limited assurance. Lower cost. Faster turnaround.
A review offers limited assurance that your financial statements are free from material misstatements. This is a step up from a compilation, using analytical procedures and inquiries to identify inconsistencies—but not the deep testing of an audit.
It’s the right balance for businesses that need some assurance, without the scope of a full audit.
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2. Audit Services
Highest level of assurance. Most comprehensive analysis.
An audit provides the strongest level of confidence in your financial statements. Our auditors conduct a deep evaluation of your books, internal controls, and risk factors to issue a professional opinion on your financial reporting.
With our team, audits are efficient, thorough, and tailored to your industry and needs—so you stay in compliance without disruption.
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Why Choose Trailbreaker Accounting for Assurance Services?
✅ Decades of specialized audit and assurance expertise
✅ Deep understanding of industry-specific compliance
✅ Partner-level involvement with every engagement
✅ Clear timelines and no surprises
