Partners · CPAs & Accounting Firms
CPA referral partner program with a forensic accountant
Keep your client. Bring in a forensic accountant for the hard question.
You know your clients' books better than anyone. When you find something that does not tie out, or a client needs an expert you cannot be independent enough to provide, we work alongside you. You stay the trusted advisor. We handle the investigation, the valuation or the testimony.
When to call us
- You found entries in a client's books that do not make sense
- A client is in a divorce, partner dispute or estate matter and needs an expert
- A client is buying or selling a business and a lender wants a QoE
- A client wants a second set of eyes on their internal controls
Forensic accounting services for your clients
Fraud investigation, expert testimony, valuation and QoE support
- Fraud investigationWe trace what was taken and document the loss while you protect the client relationship.
- Expert witness and testimonyAn independent, credentialed expert when your client's matter heads to court.
- Business valuationDefensible valuations for clients in disputes, estates, sales and succession.
- Quality of earningsQoE reports for clients on either side of an acquisition or SBA loan.
- Internal controls consultingControl reviews and recommendations you can take back to the client.
- Fraud prevention trainingPractical sessions for client staff, managers and boards.
What you gain
Say yes to more work
Offer clients fraud, litigation and valuation support without building a forensic practice.
Protect your independence
Refer the matters that need an independent expert, so your attest and advisory work stays clean.
Add credibility
Bring a Certified Fraud Examiner and former FBI forensic accountant to the table.
How we work together
- Your client stays your client. We work on the specific question and hand results back through you.
- We can be engaged by your firm or by your client's attorney, whichever protects the work.
- Scope and fee are set before we start.
- Findings come in plain English, with schedules you can use in your own file.
- Everything stays confidential.
Add a forensic accountant to your team.
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