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.
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
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.
How We Can Help
Select the boxes below to explore our diverse audit & assurance service lines.
How We Can Help
Select the boxes below to explore our diverse audit & assurance service lines.
Discover Our Leading Audit Innovation & Technology
Discover Our Leading Audit Innovation & Technology
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.
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.
Meet the Partner-in-Charge
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