Month: October 2025

Overview

In serving our clients, we strive to remove burdens and disruptions from their worlds with superior financial services and passion beyond the numbers.

Throughout the years, we have worked with a variety of clients in both financial statement preparations as well as audit services. Over time, we realized that many of our clients were hiring separate CPA firms to assist with these two different services, resulting in inefficiencies — such as sending the same documents twice, answering similar questions for both engagements and dealing with miscommunication between separate firms — that lead to extra time and money spent coordinating the two services.

Determined to find a solution that would relieve stress from our clients and streamline operations, the Perry & Associates CPAs team formed our unique combined preparation and audit services. As they say, the rest is history!

Solution

Bringing preparation and audit together under one engagement meant rethinking and refining each step to create a smoother, more manageable process for our clients. We ensure that only one job leader (and possibly one associate) manages the full process, providing the client with streamlined communication and more efficient scheduling through a single point of contact. Client burdens are minimized by a one-time document upload and a smooth internal handoff from statement preparation to audit phase. Furthermore, we ensure that issues are identified and resolved during the preparation phase — before audit testing begins — helping to minimize potential audit findings. 

Results

Developing a combined preparation and audit service has proven to be a gamechanger for our clients. Not only has the streamlined communication allowed for more efficient scheduling, but it has also led to fewer audit adjustments and findings as well as improved turnaround times for completing audit fieldwork. Client satisfaction has improved significantly due to our intuitive, efficient and reliable approach, and we are thrilled that this new service innovation has supported our clients’ business growth, while saving them time and money.

Are you ready to relieve the burden of financial statement preparation and annual audits? Then contact Perry & Associates CPAs to learn more about our combined prep and audit solution!

For business owners, time is money — and every wasted minute is a missed opportunity. At Perry & Associates CPAs, our passion beyond the numbers, along with our forward-thinking, ever investing, ever growing and ever innovating mindset, has allowed us to help clients streamline their financial processes, increase efficiency and make smarter business decisions with confidence. From combining financial services to working with business owners to develop long-term objectives and strategies, we are on a mission to provide our clients with peace of mind and help them thrive.

Our Passion is Proactive

At Perry & Associates CPAs, we believe that staying proactive with tax, client accounting services, financial reporting and audit services is key to eliminating inefficiencies, staying ahead of regulatory requirements and building a strong future that leads to financial success. From bookkeeping and payroll to audits and tax planning, we create customized solutions that remove bottlenecks and free up time and resources.

Expert Guidance Meets Real-World Tools

Streamlining isn’t just about doing things faster — it’s about doing them better and removing the burden from our clients’ worlds. That’s why our talented team pairs expert CPA insight with practical tools and technology that simplify day-to-day financial operations. Whether it’s implementing cloud-based accounting platforms through our IS services or setting up internal controls that reduce errors and prevent fraud in the auditing process, Perry & Associates CPAs equips clients with efficient systems to support their growth.

Big Accounting Firm Expertise With Small Firm Service 

We serve a variety of clients, including nonprofit organizations and government agencies, and realize that no two organizations are the same. Our personalized approach allows us to better understand your unique goals, challenges and day-to-day operations. We go above and beyond the norm to meet client needs and timelines, and have a deep commitment to being a provider of help. The result? Less stress, fewer surprises and more time for our clients to focus on what they do best.

Go Beyond the Numbers With Perry & Associates CPAs

If you’re ready to streamline your financial operations, we are ready to support your business’s growth and help you save time and money with efficient, timely financial services. Your success is our success, and we can’t wait to watch your business reach new heights!

There’s no better time than the present! Contact Perry & Associates today and discover how a smarter, more efficient accounting approach can help your business thrive.