Management Consulting
Tax Services

Services We Offer

Auditing We primarily provide audit services to small businesses, nonprofits, and other miscellaneous entities. Our approach to this work is a seamless one in that we attempt to perform this work, in a way that is not disruptive to client operations and personnel, by proper planning, and by informing the clients of what to expect, and how to provide what we need in an organized, satisfactory, and timely manner.

Our reports, when appropriate, include a letter to management summarizing our findings and recommendations to improve operations. Our audits are performed in accordance with the American Institute of CPAs’ generally accepted auditing standards and other guides when appropriate. "We stress confidentiality" of client information and the understanding that we discuss our client affairs only with the affected clients.

Accounting The accounting system generates the financial information necessary to prepare reports and manage an operation. It also serves as a system of checks and balances to insure that assets owned by the entity remain with the entity, and that management policies are being carried out. We provide technical assistance in the development and installation of accounting systems, and the preparation of periodic financial statements. We utilize computers in this work to the maximum extent possible.

We perform this work in many ways. We go to client offices on agreed-upon days, or the client will deliver their data to us monthly or quarterly. We can usually complete and deliver the financial statements within ten (10) to fifteen (15) working days from our receipt of the data. "We understand that the financial information" that we supply to management permits them to determine whether they are on track to make or lose money and/or operate within their budgets.

"We also understand" that in order to make money a business must really know its true costs, both hard and soft, in order to know how to price its time or products and not lose money. Accordingly our reports, considering the industry, will be tailored in such a way that direct and indirect costs are isolated and highlighted in a manner that will assist management in identifying out-of-balance costs and making the appropriate adjustments immediately.

We believe that if you know your true costs, you will know how to price your products and/or time. If you then capture your market share, you should not ever lose money.

About Our Services

Auditing We provide audit services to commercial, governmental, and individual clients. All audits are performed in accordance with generally accepted auditing standards. When appropriate, audits of governmental units are also performed in accordance with the Single Audit Act of 1984, OMB Circular A-128 and standards issued by the American Institute of Certified Public Accountants, the General Accounting Office, and the particular requirements of the funding agencies. Our reports, when appropriate, include a letter to management summarizing our findings and recommendations.

Reference Guides We Use for Governmental Auditing:

  • AICPA Audit and Accounting Guide, Audits of State and Local Governmental Units (Chapters 17, 21, 22 and 23) (ASLGU).
  • The Single Audit Act of 1984 (P.L. 98-502).
  • OMB Circular A-128, “Audits of State and Local Governments.”
  • OMB “Questions and Answers on the Single Audit Provisions of OMB Circular A-128, ‘Audits of State and Local Governments’ “ (Issued November 13, 1987).
  • OMB Circular A-87, “Cost Principles for State and Local Governments.”
  • OMB Circular A-102, “Grants and Cooperative Agreements with State and Local Governments” (revised March 11, 1988).
  • OMB Circular A-110, “Uniform Requirements for Grants and Other Agreements with Institutions of Higher Education, Hospitals, and Other Nonprofit Organizations” (if applicable) (Note: currently being revised).
  • GAO Government Auditing Standards (Revised and renamed in 1988) (Yellow Book).
  • OMB Compliance Supplement for Single Audits of State and Local Governments (Revised April 1985) (Blue Book).
  • Federal Cognizant Agency Audit Organization Guidelines (Orange Book).
  • OMB Catalog of Federal Domestic Assistance (Reissued each year) (CFDA).

About Our Fees

We develop our fees in the same way that we advise our clients to develop theirs. We determine our overhead costs, personnel costs, and anticipated profit, and then divide these amounts by hours worked to arrive at hourly rates. Our rates are very reasonable in that we compare more than favorably with the general marketplace. We have been in business over twenty-six years, so our overhead costs are stable, reasonable, and do not fluctuate inordinately.

We arrive at our fees based on past experience of the number of hours it takes to perform tasks times the hourly rate of staff to be assigned to the project. We have differing rates based on staff levels:

  • Partners
  • Principals
  • Managers
  • Supervisors
  • Staff accountants
  • Junior accountants
  • Para-professionals

Phone: (415) 657-1500 Fax:(415) 657-3207

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