Audit and Assurance

Windham Brannon’'s audit services are tailored to maximize efficiencies with minimal staff disruption. We are committed to consistently meeting or exceeding your expectations.

We take a proactive approach to delivering audit services, one that leverages the strengths of your control environment and internal controls. In addition, our service-driven, well trained professionals focus on day-to-day efficiencies— without spending time recreating the wheel.

Audits are scheduled well in advance, and the engagement team is identified by our audit principals based on the nature of the client and the complexity of the work. This helps ensure the right people are available when you need them.

Requests for schedules to be prepared by clients (PBC) serve as a foundation for our audit engagements. We invest time with your management prior to fieldwork in order to review a working draft of the PBC listing—. We want to make certain that schedules and supporting information requested by us are appropriate and our needs are understood by your team. Our team is always open to suggestions from management that would allow us to obtain adequate documentation in an alternative format.

Our clearly defined audit process helps us preform an effective audit while also allowing us to focus on the information that reveals opportunities to improve your operations.

Please review our most recent peer review here.

  • Practice Leaders
  • News
  • Collateral

John Henriquez

Principal, Audit

Audit & Assurance

Tailored to maximize efficiencies with minimal staff disruption. We a’re committed to exceeding your expectations.

Financial Review

We provide clients limited assurance that the financial statements contain no material misstatements in accordance with SSARS.


Specialized audit, accounting, and tax expertise to meet the ERISA (Employee Retirement Income Security Act) compliance needs.

Financial Planning and Analysis

Comprehensive and collaborative process to financial planning is designed to enhance your long-term comfort and security.

Internal Controls Assessment

Evaluate your existing internal controls and to identify where your organization has a higher risk of loss through errors, theft, or noncompliance.

Agreed Upon Procedures

Our professionals can be engaged to carry out specified attest procedures on predefined processes and report on factual findings.