Assurance
Assurance
Rose Ann Abraham
CPA
Principal
Heather Acker
CPA
Managing Principal
Yunis Altahami
CPA
Principal
Daniel I. Altschul
CPA
Principal
Shawn Anderson
CPA
Principal
Cecilia Angat
CPA
Principal
Nirav Badani
CPA
Principal
Rene Balli
CPA
Principal
John Basile
CPA
Principal
Thomas Bennett
CPA
Managing Principal
Todd C. Bernhardt
CPA
Principal
Jeff T. Blattner
CPA
Principal
Amanda R. Blomberg
CPA
Managing Director
Brenda Bock
CPA, M.B.A.
Principal
Debra K. Bowes
CPA
Principal
Adam Bullock
CPA
Principal
Damon T. Busse
CPA/CFF
Principal
Alicia Caldwell
CPA, MBA
Principal
Sommer Cannon
MBA, CPA
Managing Director
Zachary Carr
CPA
Managing Director
Brian P. Collins
CPA
Principal
Christine Dahlhauser
CPA
Managing Principal
Brad DeNoyer
Managing Principal
Joe Donnelly
CPA
Principal
Charles R. Droege
Chief Operating Officer
Zak Everson
CPA
Principal
Brian P. Francese
CPA
Principal
Arthur Full
CPA
Principal
Jennifer Giannini
CPA
Director
Kirk T. Gilson
CPA, MSA
Principal
Nicolas D. Glorieux
CPA
Principal
Amanda Goar
CPA
Principal
Scott Goldfarb
CPA
Principal
Nick Goodman
CPA
Principal
Adam L. Grinde
CPA
Managing Principal
Matt Groves
CPA
Principal
Rick Guillen
CPA
Principal
Ahmed Hamdy
CPA, CMA
Principal
Danielle Hawley
CPA
Principal
David A. Johnson
CPA
Principal
Mike Kamienski
CPA
Principal
Phillip Kim
CPA
Principal
Joe Kiuchi
CPA, MBA
Principal
Christopher Krogh
CPA
Principal
Jacob L. Kutz
CPA
Principal
Karen Larsen
CPA
Principal
Anthony Leung
CPA
Principal
Fred Massanova
CPA
Chief Growth Officer
Mike D. McKee
CPA
Managing Principal
Deanna R. Merryfield
CPA
Managing Principal
Bradley P. Nicklin
CPA
Principal
Chad M. O'Brien
CPA
Principal
Kevin O'Connell
CPA, CGMA
Principal
KC Onwuneme
CPA
Principal
Ryan Pickering
Director
Rachel Polson
CPA
Principal
Todd Preece
CPA
Director
Royce Prude
CPA
Principal
Larisa Rapoport
CPA, CGMA, MBA
Principal
Gregory Reda
Principal
Jeremy Reiter
CPA
Principal
Stella Relampagos
CPA
Managing Principal
Andy Richardson
CPA, MBA
Principal
Matt Rodgers
CPA
Principal
James A. Rotherham
CPA
Principal
Jere G. Shawver
CPA
Chief Executive Officer
Larry Smetana
CPA
Principal Emeritus
James Smolinski
CPA
Principal
Karen Soefje
CPA
Principal
Jennifer Soltis
CPA
Principal
Lisa Steele
CPA
Director
Jeremy Stewart
CPA
Managing Director
Franci Suter
CPA
Principal
Corey C. Tremaine
CPA
Principal
Brent Wagner
CPA
Principal
Lauri Webster
CPA
Managing Director
Gregg Weiss
CPA
Principal
Ben Wilhelm
CPA
Principal
Melissa M. Wolf
CPA
Managing Director
James Zapata
CPA
Principal
Jonathan Zeigler
CPA, CITP
Managing Principal
Gregory J. Zelenay
Managing Principal
At a glance
Through true dedication and specialization in specific industries, our professionals understand the business nuances and bring that knowledge and insight to our clients’ assurance engagements.
Our firm invests in technology to keep your audit at the forefront through data analytics, robotic process automation (RPA) and constantly evolving software. Learn about our involvement with the AICPA’s Dynamic Audit Solution development.
Your organization’s needs are unique to your industry, organization lifecycle stage and specific challenges. Baker Tilly understands that each organization is in a distinct place and needs different services to help them reach their goals.
Evolving the audit through technology: innovative audit
Baker Tilly is leveraging technology to bring our clients insight from their own data. See what is possible.
Whether your organization needs complex audit services, financial statement preparation, compilation or review, or something more outside the box like agreed-upon procedures, our specialized assurance services professionals have the skills and experience to provide the solutions you need.
Our services
- Accounting advisory and agreed-upon procedures
- ASC 606 – revenue Recognition
- ASC 842 – leases
- Employee benefit plan audit
- Financial statement preparation, compilation or review
- International audit
Transparency: how we perform quality audit engagements
Auditors play an important role for an organization and its stakeholders. This drives our desire to collaborate and clearly communicate while delivering a high standard of service. While similarities exist, accounting firms are not all the same. Baker Tilly professionals bring skill, integrity, and energy to each audit engagement. They adhere to policies in performing their work including quality control standards, ethical and independence requirements, client acceptance procedures and leadership responsibilities. We pride ourselves on these key differences that bring value to your organization:
Professionals who operate on a risk-based model that aligns to a specific understanding of the client’s business, industry and internal controls
Proactive, personal and responsive client service through a collaborative team that brings service expertise together into an integrated approach, and ensures continuity and access to partners and managers
Active communication of findings and knowledge-based insights throughout the engagement
Informed observations and recommendations from experienced professionals who know your industry
In-depth technical experience allows us to keep clients apprised of significant developments related to new accounting or auditing standards and how they may affect their organizations
Active participation in standard setting-bodies, committees and task forces including the American Institute of Certified Public Accountants (AICPA) and Center for Audit Quality.
Proudly partner with the AICPA in the development of its Dynamic Audit Solution, a transformational audit methodology we believe will modernize and enhance the quality, efficiency and value of audits.
Talent to assist our engagement teams in the most complex areas of an audit, including valuation, information technology and internal controls, and complex accounting and auditing matters.
Strong global network through Baker Tilly International
System of quality control
Baker Tilly has adopted a system of quality control and other safeguards applicable to every audit engagement completed by the firm. These controls and safeguards provide a comprehensive system that serves to promote audit quality and prevent or detect, in a timely manner, potential engagement deficiencies. As a result, we believe that the firm’s system of quality control meets the requirements of quality control standards adopted by the Public Company Accounting Oversight Board (PCAOB) and the American Institute of Certified Public Accountants (AICPA).
Specialized industry knowledge and professionals
Construction
Baker Tilly’s experienced construction accountants help owners and executives of construction companies grow their business from audit and tax to construction advisory services, all tailored to your needs.
Dealerships
Drive your dealership forward with our industry-specialized solutions.
Energy
With expertise in oil and gas, power and utilities and renewable energy, we provide a collective view with measurable results.
Family Business
The stages of life and business can be unpredictable and disruptive. Baker Tilly’s family business team offers a range of innovative services to make the journey approachable and successful.
Financial Services
The financial services industry continues to diversify, but competition and more complex vendor relationships make determining business strategy more complicated.
Government Contractors
Baker Tilly helps government contractors nationwide address complex regulatory compliance, audit and other government oversight burdens.
Healthcare & Life Sciences
Baker Tilly helps organizations win now, and explore the options for tomorrow, through an orchestrated approach and understanding encompassing all facets of the healthcare ecosystem.
Higher Education
Higher education transformation is a journey. Let's embark on it, together.
Law Firm & Professional Services
In the face of intense competition, successful law firms must deliver quality legal services and practice effective business management.
Manufacturing & Distribution
Providing manufacturing consulting solutions to help businesses reduce risk and improve efficiencies across the supply chain.
Not-for-Profit
Drive your mission forward with Baker Tilly's not-for-profit navigators.
Private Equity & Portfolio Companies
From private equity firms and their portfolio companies to family office, Baker Tilly leverages industry knowledge and operational experience to offer clients value from the fund level down through the entire portfolio.
Real Estate
Innovative real estate consulting, tax and assurance solutions for developers, owners, investors and property managers.
Restaurants & Franchises
Helping your restaurant thrive in a dynamic and competitive marketplace is at the core of our business.
Retail
Retailers can’t stand still. Rely on our retail specialists to help you navigate evolving tax law, digital disruption and the challenges of omnichannel fulfillment.
State & Local Government
Baker Tilly serves the advisory, accounting and assurance needs of states, cities, counties, townships, boroughs, villages and other municipalities across the U.S.
Tribes
Baker Tilly’s Tribal team works with you to navigate regulatory requirements, support community initiatives and continue your journey towards energy independence.
Technology
We help technology companies go to market with confidence.
Featured insights
Financial statement audit
An audit of financial statements is an independent examination of a company's financial statements and accompanying disclosures by an independent auditor. The purpose is to provide an objective independent examination of the financial statements, helping to increase the value and credibility of the financial statements produced by the organization. This then helps to increase user confidence in the financial statement, reduce investor risk and reduce the cost of capital for that entity.
Organizations need auditors that understand the requirements and regulations their entity is subject to.Learn more about our industry specialized auditors and how we can help you with a quality audit:
Employee benefit plan audit
An employee benefit plan audit examines the financial statements and operations of a plan that provides benefits to the employees of an organization, such as pensions, health insurance, or stock options. The purpose of an employee benefit plan audit is to ensure the plan complies with the relevant laws and regulations, such as the Employee Retirement Income Security Act (ERISA). And, that the plan's assets are fairly valued and properly safeguarded.
An employee benefit plan audit may be required by law, by the plan's governing documents, or by the plan's sponsors or administrators. An employee benefit plan audit can provide assurance to the plan's stakeholders, such as participants, sponsors, administrators, regulators, and creditors, that the plan is operating in accordance with its objectives and obligations.
Learn more about our employee benefit plan audit team and their experience auditing more than 2,000 plans annually:
Our professionals
What are assurance services?
Assurance services are independent professional services that aim to improve the quality or context of information for decision-makers. They are usually provided by certified or chartered accountants such as certified public accountants (CPAs). Assurance services can include a review of any financial document or transaction, such as a loan, contract, or financial website. The review certifies the correctness and validity of the item being reviewed by the CPA.
In simpler terms, assurance services are an independent examination of a company's processes and controls. The goal is to reduce information risk by improving the quality or context of the information. Accounting professionals are qualified independent practitioners who can perform such services.
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