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Assurance

Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.

Assurance

  1. Article
    Colorful abstract sky

    GASB 96: SBITA frequently asked questions

  2. Article
    office building windows in the city

    Dozens of firms, groups balk over proposed FASB disclosure rules on income statement expenses

  3. Article
    Glass building with blue sky

    New FASB accounting rules on segment reporting, income taxes, crypto — coming by mid-December

  4. Article
    Real estate, both historic and modern, in a city

    New accounting rule for profits interest awards will be issued early next year

  5. Article
    Professionals meet to discuss business strategy

    Investors suggest FASB develop ‘best practices’ proposal on rules for key performance indicators

  6. Article
    State capitol building

    New rules FASB’s crafting on government grants won’t incorporate popular international standard

  7. Article
    Sun reflecting off of colorful building

    Preparing for GASB No. 96 implementation

  8. Article
    Steps of the U.S. Capitol Building

    Single audit – is your institution ready?

  9. Article
    Business person leads a team meeting

    Updates from the Statutory Accounting Principles Working Group’s Oct. 23 interim meeting

  10. Article
    Closeup of circuitry on computer

    Updates from the National Association of Insurance Commissioners’ 2023 summer national meeting

  11. Webinar
    calculator and list of numbers

    Cracking the code: Answers to top questions surrounding single audit for NFPs

  12. Article
    Team reviews financial results

    Updates from the Statutory Accounting Principles Working Group’s Sept. 21 interim meeting

  13. Article
    Client reviews contract with advisor

    Proposed updates to 2 CFR Part 200 – Uniform Guidance: What auditees need to know now

  14. Article
    Pacific coastline, view from Highway number 1, California

    New California climate law pulls in private companies

  15. Article
    calculator and list of numbers

    Preparing for a single audit for not-for-profit organizations

  16. Article
    Business person leads a team meeting

    Updates from the Statutory Accounting Principles Working Group’s Aug. 13 summer national meeting

  17. Article
    common challenges key considerations SOC report

    Common challenges and key considerations when using or reviewing a SOC report

  18. Article
    Capitol building reflection at sunrise

    Strategies to address the new SEC cyber disclosure rule (and how to do it!)

  19. Article
    Board members in a conference room

    FASB publishes conceptual framework Chapter 5 on recognition and derecognition

  20. Article
    Mandatory deemed repatriation under Sec. 965

    Considering an IPO? Time to factor in FASB public company accounting rules

  21. Article
    ESG data assurance meeting

    Companies are realizing the benefits of third-party ESG data assurance

  22. Article
    U.S. Capitol Building reflecting on water in Washington, D.C.

    New SEC cyber incident disclosure marks first-time cybersecurity disclosure requirement across the capital markets

  23. Article
    Baker Tilly delivers biohealth industry report on behalf of BioForward

    SEC adopts sweeping cybersecurity rules, requiring timely reporting of significant breaches

  24. Article
    Advisor meets with clients

    Takeaways from the 2023 NFP governance and fiscal workshop

  25. Article
    Women meeting at table discussing as a group

    Updates from the Statutory Accounting Principles Working Group’s (SAPWG) May 16 interim meeting

  26. Article
    Facade of the U.S. Capitol Building at night

    SEC steps up enforcement on ESG reporting with climate disclosure rules looming

  27. Webinar
    Preparing accounting documents

    GASB 96: SBITA accounting implementation

  28. Article
    Virtual audits

    Finance teams must step into the world of virtual audits

  29. Whitepaper
    audit staff at an accounting firm

    Transparency report: how we perform quality audit engagements

  30. Article
    Conference attendees listen to subject matter expert

    Top tips for NFPs from the 2022 conference season

  31. Article
    hands working on report

    How the ASC 842 leasing standard applies to your not-for-profit

  32. Article
    Professionals come and go in a busy office building lobby

    What boards need to know about the SEC’s new executive compensation recovery (clawback) rule 

  33. Article
    Colleagues walk down the stairs in discussion

    What's changed with SOC 2?

  34. Article
    Group meeting together to discuss paperwork

    2023 benefit facts guide

  35. Article
    Government building with waving flag

    SEC issues new pay versus performance disclosure requirement

  36. Article
    Taking notes while working at a computer

    Retirement plans and missing participants: examining the issues, warning signs and solutions

  37. Article
    Men shake hands in a corporate office building

    Importance of obtaining a SOC 2 for your customers

  38. Webinar
    Virtual gaming conference

    Lease summit 2022: The FASB series

  39. Article
    cybersecurity businessman touching web

    SEC proposes improved uniformity and comparability of cybersecurity disclosures

  40. Article
    Facade of the U.S. Capitol Building at night

    SEC votes to propose much-anticipated rule requiring climate disclosures

  41. Article
    Winding road leads to to the future

    Going public: a path for success

  42. Article
    construction project leader reviews status at job site

    Revenue recognition: what to know about uninstalled materials

  43. Webinar
    Government building pillars with American flag

    Lease summit: The GASB series

  44. Article
    sec document filing

    Newly required XBRL auditor tags effective for annual reports

  45. Webinar
    Man works remotely with phone, reports and computer

    Lease accounting summit 2022

  46. Article
    Consultant uses technology to analyze data

    Groups urge SEC, other FSOC members not to wait for Congress on stablecoin oversight

  47. Webinar
    Team collaborates on client project

    Lease summit 2021: The FASB series

  48. Article
    Empty conference room in New York City

    ASC 842 compliance: What non-public entities can expect

  49. Article
    Busy crowd of professionals on the move

    GASB 87 lease assistance tool

  50. Webinar
    The benefits of CAFRs

    ASC 842 workshop: compliance and implementation best practices

  51. Webinar
    Real estate developer looks up at buildings in a city

    Real conversations: going public via SPAC

  52. Article
    Man analyzes a report at a computer

    As SPACs remain popular, here’s what you need to know

  53. Article
    SEC government building columns and blue sky

    SEC 2021 exam priorities: climate change, ESG and cybersecurity

  54. Article
    Important updates for employee benefit plan administrators

    EBSA releases missing participant guidance for plan fiduciaries

  55. Article
    Professionals come and go in a busy office building lobby

    Consolidated Appropriations Act, 2021 retirement plan impact

  56. Webinar
    SOC lessons learned

    SOC: lessons learned from a year of remote engagements

  57. Article
    Public sector 2020 Compliance Supplement Addendum

    2020 Compliance Supplement Addendum – key single audit considerations

  58. Article
    Supply chain manager reviews confirms distribution in warehouse

    Embracing the virtual audit

  59. Webinar
    GASB 87 compliance

    Get compliant with GASB 87: a guided approach to the new lease accounting standard

  60. Webinar
    Man reconciles expense accounts with calculator and computer

    Auditing in a remote environment: lessons learned and looking forward

  61. Article
    Internal Revenue Service (IRS) issued Notice 2020-82

    Extension of CARES Act deadline for defined benefit contributions (2020-82)

  62. Webinar
    Two businessmen reviewing documents

    COVID-19, legislation and change: the future administration of employee benefit plans

  63. Article
    preparation meeting EBP

    Top tips to prepare for an employee benefit plan audit

  64. Article
    United States Capitol Building

    Impact of COVID-19 funding on single audits

  65. Article
    Man working remotely on the computer

    Impact of COVID-19 on goodwill impairment analysis (ASC 350)

  66. Article
    Taking notes while working at a computer

    Safe harbor reduction or suspension of contributions relief (2020-52)

  67. Article
    man working in front of computer

    Required minimum distribution rollover relief (2020-51)

  68. Article
    woman working at computer

    Going concern assessment tool for not-for-profit organizations

  69. Article

    2020 benefit facts guide: limits on contributions and benefits

  70. Article
    Closeup of column capital on a government building

    Current expected credit loss (CECL) standard

  71. Webinar
    Washington, D.C.

    The CARES Act and its impact on retirement plans

  72. Article
    Professionals sign contract to close the deal

    IRS extension of COVID-19 relief (2020-50)

  73. Article
    Taking notes while working at a computer

    New IRS opinion letters for defined contribution plans

  74. Article
    Team of advisors analyzes data

    AICPA issues accounting guidance for Paycheck Protection Program (PPP) loans

  75. Article
    Employee benefit plan large filers – Meeting your compliance and fiduciary requirements

    The impact of COVID-19 on employee retirement plans

  76. Webinar
    Blue lighting in server room

    SOC considerations through the COVID-19 lens

  77. Article
    Travelers pass through airport

    FASB delays revenue recognition and lease standard effective dates for certain entities

  78. Article
    Woman reviews business plan on computer

    Agile auditing in an IT project environment

  79. Article
    Lease classification: Implementing the new leases accounting standard

    FASB directs staff to draft final ASU delaying revenue recognition and lease standard effective dates

  80. Article
    Woman working remote at table

    Not-for-profit financial reporting: management’s going concern analysis – step by step

  81. Article
    Office building and a star-filled sky

    Understanding lease modifications resulting from the impact of COVID-19

  82. Article
    Blue architecture in a city

    AICPA releases new SOC for Supply Chain reporting framework

  83. Article
    Government building doors

    SEC ruling: summary of amendments to filer definitions and Sarbanes-Oxley (SOX) impacts

  84. Article
    Executive boardroom overlooking the city

    Don’t lose control during COVID-19

  85. Article
    Coronavirus under microscope

    AICPA issues COVID-19 financial reporting guidance

  86. Article
    Busy crowd

    Act on leases now to avoid issues later!

  87. Webinar
    Leveraging SOC 2® reports to meet stakeholder expectations

    Leveraging SOC 2® reports to meet stakeholder expectations

  88. Article
    Team meeting in a conference room

    Scrum, Kanban and agile auditing project management methods applied to internal audit

  89. Article
    Documents published

    New base mortality tables and improvement scale published

  90. Multimedia
    Vascular Solutions testimonial

    System and Organization Controls (SOC) overview

  91. Article
    American Institute of Certified Public Accountants

    New auditing standard for employee benefit plans

  92. Article
    Business person leads a team meeting

    Complying with ERISA law with an employee benefit plan audit

  93. Resource
    Professional on a call while reviewing work documents

    Top technology and business trends for SMBs, and their impact on finance and accounting

  94. Whitepaper
    View of lake and mountains

    Valuation of contingent consideration: AICPA practice aid

  95. Article
    Bridge on a sunny day

    FASB approves extended implementation deadlines for proposed ASUs

  96. Article
    Golden spiral staircase

    Applying the Agile manifesto and principles to internal audit

  97. Article
    Two men walking down the hall, assessing office space for a renovation

    Building or remodeling your office? A one-time tax savings opportunity may be available.

  98. Case Study
    Owners of a healthcare clinic analyze strategies to maximize wealth and diversify investments with the help of dedicated advisors

    Healthcare clinic maximizes wealth and diversifies investments

  99. Webinar
    System and Organization Controls (SOC) and the cloud

    System and Organization Controls (SOC) and the cloud

  100. Article
    hands graph

    FASB issues proposed ASU extending implementation deadline for Leases, Credit Losses and Hedging Standards

  101. Webinar
    building and sun

    Agile Internal Audit: transforming internal audit to add greater value

  102. Article
    Long stretch of empty road

    Is your Sarbanes-Oxley (SOX) program efficient and effective? 

  103. Article
    Professionals walk and talk in transit to the next business meeting

    Agile auditing: transforming internal audit to add greater value

  104. Case Study
    Real estate developers discuss the Tax Cuts and Jobs Act

    Small business saves up to $60,000 annually with tax reform strategies from Baker Tilly Advantage

  105. Resource
    Busy city for construction contractors

    The ASC 606 transition for construction contractors

  106. Article
    Crossing the street

    How a sophisticated supply chain can reduce risk and create competitive advantage

  107. Webinar
    Manufacturing denim in a supply chain

    Supply chain industry trends and upcoming SOC for Supply Chain report

  108. Resource
    Together, team members climb a mountain to reach the summit

    Let’s face Brexit together

  109. In the News

    $220M drop in IBD revenue? Ladenburg’s hybrid RIAs shouldn’t sweat it, firm says

  110. Webinar
    Important updates for employee benefit plan administrators

    Important updates for employee benefit plan administrators

  111. Press Release

    Baker Tilly Partners with Visual Lease to Enhance ASC 842 Lease Accounting Services

  112. Article
    Stack of white papers

    AICPA proposes guidance for new System and Organization Controls (SOC) Supply Chain report

  113. Article
    Audit committee meets to oversee the reporting and disclosure process of an organization

    Evaluating your audit committee

  114. Webinar
    Bundle of fiber optic wiring

    Transitioning between System and Organization Control (SOC) reports

  115. Press Release

    Baker Tilly Partners with AICPA in Development of Dynamic Audit Solution

  116. Article
    People talking in a conference room

    4 ideas for fostering a partnership between internal and external auditors

  117. Article
    Two people looking at audit report

    ASC 606 time-sensitive data: Uninstalled materials at fiscal year-end

  118. Article
    Woman reviews business plan on computer

    4 steps to auditing AP

  119. Webinar
    Winding road leads to to the future

    Clarifying accounting guidance from contributions and grants: A look into ASU 2018-08

  120. Article
    Woman reviews business plan on computer

    LIFO lesson learned

  121. Webinar
    lighthouse at the end of a dock at night with water

    Preparing for SOC 2® changes: lessons learned from applying the new Trust Services Criteria

  122. Case Study
    Tall electrical tower

    System and Organization Controls (SOC) reports provide third-party assurance and significant time savings for large energy company

  123. Article
    Man makes notes while working on a computer

    Auditing related-party transactions

  124. Article
    Revised definition of smaller reporting company expected by fall of 2018

    Revised definition of smaller reporting company expected by fall of 2018

  125. Article
    Man reconciles expense accounts with calculator and computer

    Effectively communicating with the audit committee

  126. Case Study
    Two people looking over documents

    Impact Seven gains efficiencies and improves financial reporting by transitioning to Baker Tilly for audit and tax services

  127. Webinar
    Man works remotely with phone, reports and computer

    System and Organization Controls (SOC): latest SOC 2® guidance updates and impacts for issuers and recipients

  128. Article
    Ethernet cables

    System and Organization Controls (SOC): 20 questions with Baker Tilly

  129. Webinar
    View of a computer server room

    System and Organization Controls (SOC) webinar and insights series

  130. Article
    SEC releases guidance on public company cybersecurity disclosures

    SEC releases guidance on public company cybersecurity disclosures

  131. Article
    Man works on computer

    How materiality is established in an audit or a review

  132. Article
    Woman reviews business plan on computer

    AICPA releases new guidance on System and Organization Controls (SOC) 2® Trust Services Criteria and Description Criteria

  133. Article
    Reflection of building on a city skyscraper

    How to classify shareholder advances

  134. Article
    Assumptions – ‘but for’ sales and growth

    What is job cost reporting?

  135. Article
    AICPA releases System and Organization Controls (SOC) for Cybersecurity guidance with SOC 2® comparison

    AICPA releases System and Organization Controls (SOC) for Cybersecurity guidance with SOC 2® comparison

  136. Webinar
    Man working at a computer from home

    SOC update: Lessons learned from the first year of SSAE18 and SOC for Cybersecurity

  137. Article
    Strategy session resources

    System and Organization Controls (SOC): a guide to transitioning to the new Trust Services Criteria

  138. Press Release

    Matt Rodgers Rejoins Baker Tilly as Partner in Commercial Practice

  139. Article
    Small business owner reviews inventory online

    Got multiple locations? Expect auditors to keep a close eye on inventory

  140. Article
    Business meeting in conference room

    Boardroom and management diversity adds value

  141. Article
    Executives complete the deal by signing transaction contract

    4 questions to guide your prospective financial statements

  142. Webinar
    Architecture details, glass windows

    System and Organization Controls (SOC) essentials II: key tips for issuers and recipients

  143. Webinar
    Top 5 ASC 606 implementation challenges and surprises

    Top 5 ASC 606 implementation challenges and surprises

  144. Article
    Data analytics, ones and zeroes

    Credit loss standard: The new CECL model

  145. Webinar
    Construction site

    Assess and implement ASC 606 for your construction company in six steps

  146. Article
    The ASC 606 transition for construction contractors: Disclosures

    The ASC 606 transition for construction contractors: Disclosures

  147. Article
    The ASC 606 transition for construction contractors: Special considerations

    The ASC 606 transition for construction contractors: Special considerations

  148. Article
    The ASC 606 transition for construction contractors: Recognizing revenue

    The ASC 606 transition for construction contractors: Recognizing revenue

  149. Article
    The ASC 606 transition for construction contractors: Allocating the transaction price – Standalone selling price

    The ASC 606 transition for construction contractors: Allocating the transaction price – Standalone selling price

  150. Article
    The ASC 606 transition for construction contractors: Allocating the transaction price – Allocating variable consideration

    The ASC 606 transition for construction contractors: Allocating the transaction price – Allocating variable consideration

  151. Article
    The ASC 606 transition for construction contractors: Allocating the transaction price – Changes in the transaction price

    The ASC 606 transition for construction contractors: Allocating the transaction price – Changes in the transaction price

  152. Article
    The ASC 606 transition for construction contractors: Determining the transaction price – Noncash consideration

    The ASC 606 transition for construction contractors: Determining the transaction price – Noncash consideration

  153. Article
    The ASC 606 transition for construction contractors: Determining the transaction price – Variable consideration

    The ASC 606 transition for construction contractors: Determining the transaction price – Variable consideration

  154. Article
    The ASC 606 transition for construction contractors: Determining the transaction price – Significant financing component

    The ASC 606 transition for construction contractors: Determining the transaction price – Significant financing component

  155. Press Release

    Baker Tilly Admits 10 New Tax, Assurance and Consulting Partners

  156. Article
    The ASC 606 transition for construction contractors: Identifying the performance obligations

    The ASC 606 transition for construction contractors: Identifying the performance obligations

  157. Article
    The ASC 606 transition for construction contractors: Identifying the performance obligations – Promises in contracts with customers

    The ASC 606 transition for construction contractors: Identifying the performance obligations – Promises in contracts with customers

  158. Article
    The ASC 606 transition for construction contractors: Identifying the performance obligations – Principal versus agent considerations

    The ASC 606 transition for construction contractors: Identifying the performance obligations – Principal versus agent considerations

  159. Article
    The ASC 606 transition for construction contractors: Identifying the contract – Collectability

    The ASC 606 transition for construction contractors: Identifying the contract – Collectability

  160. Article
    The ASC 606 transition for construction contractors: Identifying the contract – Combining contracts

    The ASC 606 transition for construction contractors: Identifying the contract – Combining contracts

  161. Article
    The ASC 606 transition for construction contractors: Identifying the contract – Contract modifications

    The ASC 606 transition for construction contractors: Identifying the contract – Contract modifications

  162. Whitepaper

    ASC 606 Revenue Recognition e-book

  163. Article
    Focal themes from the Super Regional P/C Insurer conference

    AICPA releases final guidance on SOC for cybersecurity

  164. Article
    Plants with blue sky

    When does a 401(k) or other retirement plan require an annual audit?

  165. Article
    Government building

    Uniform Guidance: lessons learned post-implementation and continuing developments

  166. Article
    Capitol building reflection at sunrise

    Understanding the new government reporting requirements for fiduciary activities

  167. Article
    ASC 606 (revenue recognition) transition: The role of internal control over financial reporting (ICFR) and auditor expectations

    ASC 606 (revenue recognition) transition: The role of internal control over financial reporting (ICFR) and auditor expectations

  168. Article
    ASC 606 transition: Disclosures

    ASC 606 transition: Disclosures

  169. Article
    Assess the tax impact of new revenue recognition rules

    Assess the tax impact of new revenue recognition rules

  170. Webinar
    WEBINAR: ASC 606 (revenue recognition) transition: Determining the transaction price (consideration)

    WEBINAR: ASC 606 (revenue recognition) transition: Determining the transaction price (consideration)

  171. Article
    Advisor presents strategic growth plans to client

    Health plan audits

  172. Article
    The ASC 606 transition: Determining the transaction price

    The ASC 606 transition: Determining the transaction price

  173. Article
    The ASC 606 transition: Identifying performance obligations

    The ASC 606 transition: Identifying performance obligations

  174. Article
    The ASC 606 transition: Identifying the contract

    The ASC 606 transition: Identifying the contract

  175. Article
    The ASC 606 transition: A revenue recognition primer

    The ASC 606 transition: A revenue recognition primer

  176. Webinar
    Hikers climb a rocky path

    Uniform Guidance: what has changed and how it will impact your single audit

  177. Article
    Looking up at buildings in a city

    AICPA changes to SOC 2: what service organizations need to know

  178. Article

    Five best practices to manage hedge fund cybersecurity risks

  179. Article
    Stack of reports

    Proposed revisions to the Trust Services Principles and Criteria are available for comment

  180. Article
    Project team meets in lobby

    Revisions to actuarial standards affect implicit OPEB liabilities

  181. Article
    group discussion

    Three things your audit committee should be doing

  182. Case Study
    consultant reviews financial data on mobile devices

    SOC 2 report helps international printing company drive millions in sales

  183. Article
    crowded city street

    Wait, you have a bank account?

  184. Article
    consultant reviews financial data on mobile devices

    Changes to the Trust Services Principles that Impact SOC 2

  185. Article
    Professionals walk and talk in transit to the next business meeting

    SOC reporting: what service organizations need to know

  186. Article

    Where do you sit? Evaluating your financial position

  187. Article
    Teammates meeting in a conference room

    Annual Statement of Accounts (ASOA) certification required for music streaming service providers

  1. RoseAnn Abraham

    Rose Ann Abraham

    CPA

    Partner

  2. Heather Acker

    Heather Acker

    CPA

    Managing Partner

  3. Yunis Altahami

    Yunis Altahami

    CPA

    Partner

  4. Daniel Altschul

    Daniel I. Altschul

    CPA

    Partner

  5. Shawn Anderson

    Shawn Anderson

    CPA

    Partner

  6. Cecilia Angat

    Cecilia Angat

    CPA

    Partner

  7. Nirav Badani

    Nirav Badani

    CPA

    Partner

  8. Rene Balli

    Rene Balli

    CPA

    Partner

  9. John Basile

    John Basile

    CPA

    Partner

  10. Thomas Bennett

    Thomas Bennett

    CPA

    Managing Partner

  11. Todd C. Bernhardt

    Todd C. Bernhardt

    CPA

    Partner

  12. Jeff T. Blattner

    Jeff T. Blattner

    CPA

    Partner

  13. Amanda R. Blomberg

    Amanda R. Blomberg

    CPA

    Firm Director

  14. Brenda Bock

    Brenda Bock

    CPA, MBA

    Partner

  15. Debra K. Bowes

    Debra K. Bowes

    CPA

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    Adam Bullock

    CPA

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    CPA/CFF

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    CPA, MBA

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    Sommer Cannon

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    CPA

    Managing Director

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    CPA

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    CPA

    Managing Partner

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    Brad DeNoyer

    Managing Partner

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    CPA

    Partner

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    Charles R. Droege

    Chief Operating Officer

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    CPA

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    Brian P. Francese

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  29. Michael S. Frey

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  32. Baker Tilly Professional

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    CPA

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    CPA, MSA

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    Nicolas D. Glorieux

    CPA

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  35. Amanda Goar

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    CPA

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    CPA

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  38. Michael Green

    Michael K. Green

    CPA

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    CPA

    Managing Partner

  40. Matt Groves

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    CPA

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    Rick Guillen

    CPA

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  42. Ahmed Hamdy

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    CPA, CMA

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  43. Hawley, Danielle

    Danielle Hawley

    CPA

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  44. David A. Johnson

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  45. Mike Kamienski

    Mike Kamienski

    CPA

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  46. Phil Kim

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    CPA

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  47. Joe Kiuchi

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    CPA, MBA

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  48. Chris Krogh

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  49. Jacob L. Kutz

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  50. Karen Larsen

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  51. Anthony Leung

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  52. Michael Lorber

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  53. Donna M. Massanova

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  54. Fred Massanova

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    CPA

    Managing Partner

  55. Jessica Mastropietro

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  56. Mike D. McKee

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    CPA

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  57. Deanna R. Merryfield

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    CPA

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  58. Ernest Miranda

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    CPA

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  59. Bradley Nicklin

    Bradley P. Nicklin

    CPA

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  60. Chad M. O'Brien

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    CPA

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  61. Kevin O'Connell

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    CPA, CGMA

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  62. KC Onwuneme

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    CPA

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  63. Ryan Pickering

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    Experienced Manager

  64. Rachel D. Polson

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    CPA

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  65. Todd Preece

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    CPA

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  66. Royce Prude

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    CPA

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  67. Larisa Rapaport

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    CPA, CGMA, MBA

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  68. Greg Reda

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  71. John J Reynolds

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  72. Andy Richardson

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  73. Matt Rodgers

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    CPA

    Partner

  74. Jim Rotherham

    James A. Rotherham

    CPA

    Partner

  75. Sam Salty

    Sam Salty

    CPA, MBA

    Partner

  76. Philip Santarelli

    Philip Santarelli

    CPA

    Partner Emeritus

  77. Jere G. Shawver

    Jere G. Shawver

    CPA

    Managing Partner

  78. Larry Smetana

    Larry Smetana

    CPA

    Partner Emeritus

  79. James A. Smolinski

    James Smolinski

    CPA

    Partner

  80. Karen Soefje

    Karen Soefje

    CPA

    Partner

  81. Jennifer Soltis

    Jennifer Soltis

    CPA

    Partner

  82. Lisa Steele

    Lisa Steele

    CPA

    Director

  83. Jeremy Stewart

    Jeremy Stewart

    CPA

    Director

  84. Franci Suter

    Franci Suter

    CPA

    Partner

  85. Corey C. Tremaine

    Corey C. Tremaine

    CPA

    Partner

  86. Brent R. Wagner

    Brent Wagner

    CPA

    Partner

  87. Baker Tilly Professional

    Lauri Webster

    CPA

    Director

  88. Gregg Weiss

    Gregg Weiss

    CPA

    Partner

  89. Melissa Wolf

    Melissa M. Wolf

    CPA

    Managing Director

  90. James Zapata

    James Zapata

    CPA

    Partner

  91. Jonathan Zeigler

    Jonathan Zeigler

    CPA, CITP

    Partner

  92. Greg Zelenay

    Gregory J. Zelenay

    Managing Partner

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 professionals have the skills and experience to provide the solutions you need.

Our services

  • Accounting advisory services
  • Agreed-upon procedures
  • ASC 606 – Revenue Recognition
  • ASC 842 – Leases
  • Employee benefit plan audit
  • Financial statement audit
  • Financial statement preparation, compilation or review
  • Public company audit (SEC, PCAOB)
  • Outsourced accounting
  • Single audits and federal award compliance audits
  • System and Organization Controls (SOC) Reporting
  • Valuation services

Featured insights

Case Study
Tall electrical tower

System and Organization Controls (SOC) reports provide third-party assurance and significant time savings for large energy company

Case Study
Two people looking over documents

Impact Seven gains efficiencies and improves financial reporting by transitioning to Baker Tilly for audit and tax services

Case Study
ethernet cables

Baker Tilly works with enterprise software company to successfully implement Phase 1 of ASC 606 transition

Case Study
Global firm finds just the right fit for investment fund audits and custody exams

Global firm finds just the right fit for investment fund audits and custody exams

Case Study
Investment advisor relies on Baker Tilly for complex tax work and the audit of a Cayman-registered investment fund

Investment advisor relies on Baker Tilly for complex tax work and the audit of a Cayman-registered investment fund

Case Study

A software provider meets lender’s requirements for global audit