Financial Statement Audits

A financial statement audit does more than satisfy a requirement. It gives lenders, boards, investors, donors, and regulators a clearer basis for trust — and gives management a more reliable view of the numbers behind the business.
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Springline Advisory, LLC and its affiliates are not licensed CPA firms and do not provide attest services. Attest services are provided by independent licensed CPA firms operating in an alternative practice structure with Springline Advisory, LLC or one of its affiliates.

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Reliable Statements. Credible Decisions.

For most organizations, the annual audit arrives as a deadline. But the people relying on it are making bigger decisions than that. Credit facilities get renewed. Investors assess risk. Boards look for confidence in the numbers. Regulators, donors, and other stakeholders expect reporting they can trust. The quality of the audit affects everything.

Financial statement audits should be thorough without being disruptive, rigorous without losing sight of the business, and grounded in the realities of the industry you operate in. Springline’s audit professionals bring independent judgment, senior-level engagement, and deep sector experience to deliver audits that are technically sound, operationally informed, and useful to the people relying on them.

Start With Clarity
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Today’s Audit Has to Stand Up to More

A financial statement audit is expected to do two things at once: satisfy formal requirements and stand up to real-world scrutiny. That’s getting harder as reporting demands, stakeholder expectations, and operating complexity continue to rise. The organizations best positioned to meet that standard treat the audit as an ongoing discipline — one that supports financing, governance, risk oversight, and confidence in the numbers year-round.

In Their Own Words

Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.

The team at Springline is outstanding, which is why I have worked with them over the last five years. They are extremely knowledgeable and always reply quickly to any questions. In addition, they always provide a very quick turnaround on the reports we need to keep moving forward. The team has truly been five-star teammates!

Jim Kelly | Community National Bank

We know when working with the Springline team that we don’t have to worry. They know all the questions to ask and create a seamless process for everyone. I love working with such an experienced, competent and creative team. Their team members are focused, they’re experts, and they’re willing to think outside the box.

Kristen McSparren | Heritage Consulting Group

Without the credits we earned thanks to the team at Springline, this project would not have happened — hands down, bar none. Because of these tax credits, there are a lot of beautiful buildings across the state that are being saved.

Andrew Brain | Brain Group/ Park 39 Campus

The Springline team has been fantastic. They are responsive, knowledgeable, and help us through taxes making it simple for us. They have been very valuable and are very easy to work with!

Kevin Cavanaugh | JAGR Management LLC

The Springline team knows our operations and our business very well. The service they provide is very closely aligned with our expectations and values. It’s a really good partnership that has been built over decades.

Pete Jaeger | Endress+Hauser USA Holding, Inc.

The team at Springline is always available to take calls and discuss complicated tax and accounting questions. I have been pleased with the overall competence and professionalism of the team I work with.

David Erisman | ERISYS LLC

The Springline team is always amazing in terms of responses, turnaround time, and professionalism while being friendly and personable — something I’ve found to be rare in an accounting firm. Tax season is a breeze with Springline in my corner!

Sandra Martini | Martini Way, LLC

Our Springline team is just that, a TEAM!! We are extremely happy with the communication throughout every project we have with Springline, the thoroughness and completeness of the team’s work is unmatched, resulting in an amazing final product to us the customer!

Tyler Miller | Legacy View Investments

Our Springline team has been very responsive to our expanding needs. They can do simple just fine, but then they kicked into higher gear to take care of our changing more complex financial needs and tax concerns. They brought in a special expert to take care of our new financial demands and create a plan on how to handle them from a tax perspective.

Nancy Branyas |

The Springline team is exemplary. Communication is prompt and thorough. They are extremely knowledgeable and efficient. I’m confident that they can provide a good solution for anything I present. I know they are busy and at the same time they make me feel like I’m their only client.

Scot Sparks | 1900 Baltimore LLC

We chose to work with Springline based on our work together on our personal taxes for which they have always gone the extra mile to make sure we’re taken care of. The team is made of true professionals, while still being approachable. They really get to know you. This isn’t always the case with accounting firms in my experience. It has been a pleasure to work with them.

Katherine Lawson | Inspired by Alchemy

The Springline team has been fabulous to work with. They are extremely knowledgeable, proactive, and unbelievably attentive to all questions and concerns.

Brian Bischoff | Linkmeyer Development II, LLC

What I like best about working with Springline is their family-friendly approach. They instantly make you feel important as a client and not like a number.

Lindsey Miller | Legacy Contracting Group, LLC

It’s been a game-changer. Having three sets of eyes on financial matters keeps us aligned with our growth goals and gives me the peace of mind we’re controlling the business, versus the business controlling us.

Crux KC Marketing Firm | Founder & CEO

They’ve been an excellent business partner for over 12 years, helping us navigate difficult times and enabling us to minimize taxes. They helped us acquire a company and partnered with us as revenues increased significantly in a short time. They also assisted as we exited certain product lines for more profitable ventures. We have been impressed by the strategic deployment of their tax knowledge as well as successful navigation of an exhaustive IRS audit.

Healthcare Company | CFO

Your firm is amazing! Partnering with you is definitely one of the top business decisions of my career. To be able to now pay off outstanding IRS lien and to be current is a wonderful feeling. Thank you for all you do. I appreciate you more than you will ever know

Senior Care Services Company | Business Owner

They’re consistently there for a quick question or an intense review of our monthly and yearly close out. We can always count on them for fast, friendly, and reliable people to help move us forward to be the best in our industry.

Electrical Associates | Finance Manager
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    What We Deliver

    Our Specialized Audit Capabilities

    We bring independent verification and reporting that stakeholders trust. Springline's national practice covers the full range of audit types and reporting frameworks that middle-market organizations require across every major industry sector we serve.

    CLIENT SUCCESS STORIES

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      Why Clients Choose Springline

      • Industry depth that shows up in the work
        Financial statement audits require more than technical standards. Springline’s experts offer decades of industry knowledge and understand the accounting issues, operating realities, and reporting expectations of the sectors they serve.
      • The right specialists, not just the nearest team
        Our big, small firm model means clients get access to our national practice with the right experience for the situation, with specialists brought in wherever the engagement calls for it.
      • Senior involvement from planning through reporting
        The work stays close to experienced practice leaders who know what stakeholders care about, where risk tends to sit, and how to keep the process moving without losing rigor.
      • A process designed to be useful, not just compliant
        The goal is a high-quality audit opinion. And also a clearer understanding of reporting risks, controls, and issues that deserve management’s attention.

      Meet the People Behind the Work

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      Michelle Boozer

      Partner

      Dallas

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      Jerad Daley

      Partner

      Redmond

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      Brandi DiGiorgio

      Partner

      Kansas City

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      Adam Collyer

      Partner

      Kansas City

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      Chris Johnston

      Partner

      Rochester

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      David Motes

      Partner

      Redmond

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      Shelley Mattaliano

      Managing Partner

      Indianapolis

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      Doug Zimmerman

      Partner

      Rochester

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      Audits That Earn Their Findings

      The organizations that get the most from their audit engagements tend to make the same choice: they work with auditors who come prepared with industry knowledge, a risk-based approach, and the judgment to deliver findings that hold up. With Springline, that means national-scale capability, partner-level accountability, and an audit experience that stays close to your business.
      Let’s Take A Closer Look