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INDEPENDENT AUDIT & ASSURANCE SERVICES

Big Firm Expertise.Small Firm Attention. Smarter Solutions.

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Smart Solutions CPA delivers independent audit and assurance services with big-firm technical depth, partner-led attention, and practical execution. We help non-profits, privately held companies, employee benefit plans, and regulated organizations complete audits efficiently, communicate clearly, and stay compliant - without the big-firm bloat.

U.S. licensed CPA firm serving clients nationwide

Licensed in Wisconsin, Illinois, and Texas

Experience across nonprofits, financial services, healthcare, education, and government-funded organizations

Secure, technology-enabled audit process with responsive partner-level communication

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NAICE.AI Partnership

CLA Global Independent Alliance Member

AICPA

Member

ACCA Approved

Employer

Development Gold

Dave Ramsey

Trusted Partner

Global Exchange Programs

Supporting professional development and international knowledge exchange.

Dane County

Official Auditor

Big-firm rigor.

Boutique attention.

Industry-focused

specialization.

Big-Firm Audit Quality.Smart Solutions Attention.

Risk-based,

technology-enabled

workflows.

Clear communication

and fast response

We deliver independent audits and assurance services with clarity, integrity, and practical insight. Our clients rely on us for responsive communication, technical excellence, and strategic guidance that strengthens accountability and supports their mission.

Practical recommendations

beyond compliance.

Strong regulatory

expertise and

compliance focus.

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Audit & Assurance Services

Our audit engagements are tailored to help you achieve transparency, meet compliance requirements, and strengthen stakeholder confidence.

2. Employee Benefit Plan Audits

3. Single Audit &

Uniform Guidance

4. Privately Held

Company Audits

1. Nonprofit Audits

Audit support for donor-funded and grant-funded organizations.

DOL-ERISA audits for 401(k)

and ERISA plans.

SEFA & OMB compliance

for federal awards.

Financial statement audits for

privately held businesses.

5. Government, Municipal & School Audits

6. Higher Education

Audits

7. Healthcare

Organization Audits

8. Financial Institution & Credit Union Audits

GAAP/GASB audits for states, municipalities, and school districts.

Financial audits for colleges

and universities.

Audits for hospitals, clinics, and healthcare organizations.

Custom audits for credit unions

and financial institutions.

10. Agreed-Upon

Procedures (AUP)

11. Preparation, Compilation & Attestation Services

9. Internal Control &

Compliance Reviews

12. Custom Compliance Audits

Specialized audits tailored to

industry and jurisdiction

Audits for transactions and

compliance reporting.

Reviews, compilations, and financial statement preparation services.

Reviews to evaluate controls,

policies, and compliance.

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CALL NOW: (262) 300-5881

Representative Engagements Across Industries

Our recent engagements include a diverse mix of industries, organizations, and mission-driven clients.

Frederiksted Health Care, Inc.

Vertol Systems Company Inc.

St. Thomas East End Medical Center Corporation

Caresoft Global Technologies Inc.

Air Communities

Emergency Feeding Program of Seattle and King County

Southern California Tennis Association & Foundation

Kidney Cancer Association

Alex W. Thompson Housing Corporation

Frankford Lofts LP

What Clients Say

“Extremely thorough and professional. They not only completed the audit but helped improve our overall accounting processes. Easy to work with and highly collaborative.”

— HeadCo (Audit Client)

“Outstanding experience from start to finish. The team was professional, detail-oriented, and communicated clearly at every stage. We highly recommend Smart Solutions CPA.”

— Rebecca (GAAP Audit Client)

“Delivered an excellent product with a quick turnaround. Communication was clear, and the process was smooth from beginning to end.”

— Bridget (Business Client)

“Very quick, accurate, and efficient. They were easy to work with and always available to answer questions.”

— Oklahoma City Client (Audit Engagement)

“Responsive, competent, and timely. This is our second engagement, and we would definitely hire them again.”

— Returning Client (Accounting Process Review)

“Very conscientious and reliable. They met all commitments and delivered exactly what was promised.”

— Bellevue C-Corp Client

“Completed the work successfully and faster than expected. Highly recommend their services.”

— Chris (SEC Filing Engagement)

“They explained the entire audit process clearly, stayed on schedule, and delivered exactly when promised. Very happy with the service.”

— Dan Segovia

“I’ve worked with them for several years on our annual audit. Always quick, timely, and great to work with.”

— Mike Maxwell

“Professional, detailed, and extremely diligent. Their approach is thoughtful and precise — I would absolutely work with them again.”

— Early-Stage Startup Client (Kings County, NY)

RESPONSIVE & LOCAL

PARTNER-LED ENGAGEMENTS

NATIONWIDE CLIENT BASE

Direct access to experienced leaders.

1000+ clients across the U.S.

Personal service when you need it.

Need an Audit Partner You Can Count On?

Let’s talk about your goals. We’ll help you move forward with confidence.

REQUEST A FREE CONSULTATION

CALL NOW: (262) 300-5881

Chicago Office

1 East Erie Street, Suite 525 | Chicago, IL 60611 | (262) 300-5881

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