We recognize that every organization has a unique way of doing business. With WRR, you’ll have a partner at your side every step of the way.

By understanding the issues you face and the creativity required to thrive in your world, our professionals bring you reliable solutions that deliver measurable value to your organization and those you serve.

Private Companies

Our audit team is here to help you with your financial reporting needs. We pride ourselves on being responsive, accessible and efficient in gathering deep knowledge of our clients and their industries.

Audits are usually required when you have more than 100 participants in your employee benefit plan, including 403(b), 401(k) and profit-sharing plans. WRR helps you demonstrate compliance with reporting requirements and fiduciary responsibilities.

Employee Benefit

Plans

Not-For-Profit Audit Experience

West Rhode & Roberts has over 40 years’ experience with Southern California not-for-profits.  We understand the complexity of operating a tax exempt organization.

 

If your non-profit expended more than $750,000 in federal funding in a fiscal year, you need an audit in accordance with OMB Uniform Guidance. WRR regularly performs Single Audits and can accommodate the needs of your funders.

Private Companies

Audited, reviewed or compiled financial statements are a compelling advantage whenever you are applying for contracts, keeping investors informed or trying to receive financing.

 

West Rhode & Roberts’ clients enjoy local expertise and perspective. Our private company clients applaud our reputation for creativity, responsiveness and direct contact with partners.

Employee Benefit Plan Audit 

We provide audit services to many types of employee benefit plans including 403(b), 401(k), and profit-sharing plans. Audits are usually required when the number of participants exceeds 100 in your employee benefit plan.  WRR helps you maintain compliance with reporting requirements, fiduciary responsibilities and risk management.

 

With regulatory agencies scrutinizing employee benefit plan audits, it is critical that your audit be performed by a firm that is committed to the highest standards. WRR is a member of the American Institute of Certified Public Accountants (AICPA) Employee Benefit Audit Quality Center.

Audit

2741 4th Avenue

San Diego, CA 92103

Tel: (619) 615-5380

Fax: (619) 615-5389

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