Accounting and Assurance Services

Audits, Reviews, and Compilations

Almost all organizations need to compile reports on their financial performance. Different types of organizations, though, need different tools to do this. We offer audit, review, and compilation services to businesses of all sizes and industries. Whether your business is profit or nonprofit we’ll design a strategy for financial reporting that suits your needs. We offer planning services and step-by-step feedback on performance and compliance.

  • Audits offer the highest level of assurance to third parties and will include examination and confirmation of account balances, internal control, inventories, and other selected accounts and transactions.
  • Reviews provide limited assurance to outside parties and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis.
  • Compilations are usually only requested for internal purposes and are based on information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

  • Estate and Trust Planning

    Effective estate, gift and trust planning can prepare you and your family for the unexpected while ensuring financial security for your loved ones. For a business, it can ensure a smooth succession of ownership. Estate planning allows you to arrange for the distribution of your financial assets to your heirs or intended beneficiaries after your death. Planning ahead gives you greater control over your legacy. Gifts and trusts can be effective in shielding your assets from tax liability. We offer financial advice to make the process as smooth as possible, including finding ways to lower expenses and minimize your tax debt and to pass as much of your estate as possible on to your loved ones.

    Financial and Retirement Planning

    At Rollins & Van Lear, we want to help you maintain financial independence throughout your retirement. In order to get there, you’ll need to make many difficult decisions about asset allocation, college funding, retirement accounts, as well as smart insurance and tax planning. Our sister firm, Rollins Financial, is dedicated to providing you with expert guidance in your investment management. Our two firms work side-by-side to coordinate your investment portfolio and your current and future tax positions. The Rollins group of corporations provides you the advantage of having an accountant and a financial planner working in harmony.

    Defined Contribution Plan Third Party Administration

    The administration of retirement plans is highly regulated and extremely complex. Through consolidation, your firm may find itself in a situation where it is legally required to satisfy many pension obligations. Rollins & Van Lear has an outstanding staff of employee benefit specialists, all of whom understand the importance of integrating their individual skills within the firm’s larger financial strategy for each client. We provide comprehensive services so your organization won't have to be concerned with intricate government regulations or the substantial penalties that can be levied for noncompliance.

    Cash Flow Analysis and Forecasting

    Just as machines need grease to hum along smoothly, businesses need cash to operate efficiently. Cash is necessary for many of the essential transactions your business makes. Proper cash flow analysis and forecasting can tell you where your cash will come from and where it will go for upcoming time periods. It can also identify cash-deficit periods in advance, so you can take corrective actions before there’s a problem. At Rollins & Van Lear, we develop accurate budgets to help businesses maintain optimal cash-flow levels. This leads to proper liquidity, reduced costs, and increased profitability.