Audit & Assurance

Your Trusted Advisors

The relationships that we have with our clients extend far beyond the numbers. Our communication will be ongoing throughout the year and not just focused on the year-end deadlines. As your trusted advisors, we are available, responsive, and ready to help.

A Caucasian Businessman And A Black Businesswoman Going Over Annual Reports While At The Corporate Cafeteria

We take pride in performing audits that meet the highest industry standards and will help you find areas to improve your financial capabilities. 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
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
Penetration testing services

Whitley Penn is 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). Whether you’re in need of an audit transition or a first-time audit, we consider our new client onboarding plan to be an investment in building a long-term relationship. Communication and thoughtful planning, along with significant partner and manager involvement, are key elements of what sets our audit onboarding and engagement approach apart, lessening the time, cost, and energy on your part during throughout the process.

Your Trusted Advisors

The relationships that we have with our clients extend far beyond the numbers. Our communication will be ongoing throughout
the year and not just focused on the year-end deadlines. As your trusted advisor, we will be available, responsive, and ready to help.

We take pride in performing audits that meet the highest industry standards and will help you find areas to improve your financial capabilities. 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
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
Penetration testing services

Audit business concept. Examination and evaluation of the financial statement of an organization; income statement, balance sheet, cash flow statement.

Whether you’re in need of an audit transition or a first-time audit, we consider our new client onboarding plan to be an investment in building a long-term relationship. Communication and thoughtful planning, along with significant partner and manager involvement, are key elements of what sets our audit onboarding and engagement approach apart, lessening the time, cost, and energy on your part during throughout the process.

How We Can Help

Select the boxes below to explore our diverse audit & assurance service lines.

Risk Advisory

Public Companies

Employee Benefit Plans

Public Sector

Lease Accounting

How We Can Help

Select the boxes below to explore our diverse audit & assurance service lines.

Risk Advisory

Public Companies

Employee Benefit Plans

Public
Sector

Lease Accounting

Discover Our Leading Audit Innovation & Technology

Our Technology-Driven Audit Approach

We understand that accuracy, efficiency, and security are paramount to your business. Our audit approach is designed with these priorities in mind, leveraging advanced technology for seamless client collaboration, precise sample selections, comprehensive data analysis, meticulous data testing, and secure documentation storage.

Collaboration with Your Engagement Team

Our integrated client portal and request list offer a real-time, web-based solution that enhances transparency and efficiency. This system minimizes the risk of duplicate requests, facilitates secure file transfers regardless of size, and provides you with an immediate snapshot of the audit’s progress at any stage.

Our Commitment to Innovation

We strive to stay at the cutting edge of audit technology and innovation. We incorporate state-of-the-art tools and are supported by a team of skilled data analytics professionals. Their expertise in data gathering, transformation, and visualization streamlines our audit process, allowing us to focus on delivering insightful and impactful analytics.

Robust Data Protection

We prioritize the security of your data through a comprehensive array of systems and processes, including encrypted laptops, secure VPN connections, and a secure data transfer portal. We continuously monitor and update our network security tools, such as firewalls, intrusion systems, and anti-malware and virus software.

Discover Our Leading Audit Innovation & Technology

Our Technology-Driven Audit Approach

Collaboration with Your Engagement Team

Our Commitment to Innovation

Robust Data Protection

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.

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.

Meet the Partner-in-Charge

Hover over Matthew's headshot to view contact information, read his full bio, or connect on LinkedIn.

View bio

Matthew Reiter

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.