Audit & Assurance
The relationships that we have with our clients extend far beyond the numbers. As your audit & assurance team, our communication is ongoing throughout the year, not just focused on the year-end deadlines. We aim to always be available, responsive, and ready to help.
Your Trusted Advisors
We are registered with and regularly inspected by the Public Company Accounting Oversight Board (PCAOB), Department of Labor (DOL), and the American Institute of Certified Public Accountants (AICPA).
Whitley Penn takes pride in performing audits that meet the highest industry standards. Whether you’re in need of an audit transition or a first-time audit, we will help you find areas to improve your financial capabilities. Our new client onboarding plan and significant partner and manager involvement set our audit practice apart. We strive to lessen the time, cost, and energy on your part during throughout the process, and invest in building a long-term relationship. Our audits are value driven and include:
- Audit, review, & compilation of financial statements
- Agreed-upon procedures
- Financial advisory services
- Internal audit services
- Sarbanes Oxley (SOX) advisory services
- Penetration testing services
- System and Organization Control (SOC) reporting services
- Financial institution compliance services
- Cybersecurity risk assessment and information technology (“IT”) audit services
- Chief Information Officer (“CIO”)/Chief Information Security Officer (“CISO”) advisory services
How We Can Help
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Audit Services for Your Specialized Industry
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Discover Our Leading Audit Innovation & Technology
Leading Audit Innovation & Technology
Trusted Technology Partners
By utilizing these sophisticated, secure audit tools, we significantly enhance operational efficiencies, reduce the burden of an audit placed on you and your team, and dedicate more of our talent's time to analyzing the critical aspects of your financial data.
Our Trusted Technology Partners
These secure audit tools allow us to enhance operational efficiencies, reduce the burden on you and your team during the audit, and focus on analyzing the critical aspects of your financial data.
Meet the Partner-in-Charge
Hover over Matthew's headshot to view contact information, read his full bio, or connect on LinkedIn.
Partner-in-Charge of Audit
Matthew is the Partner in Charge of Whitley Penn’s Plano Office, the Director of Audit and the Audit Quality Control Partner. He has extensive public accounting experience, auditing both public and private clients and focuses primarily in the following industries: technology, healthcare, manufacturing and distribution, logistics, and professional services.
Meet the Partner-in-Charge
Valuable Audit Insights & Resources
Prepare Your Startup for Its First Audit
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How an ERP Can Simplify Audits
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IIA Global Internal Audit Standards Update
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