The accounting and auditing standards have become so complex and change so often that many CPA firm leaders don’t have the time to keep up with the changes.  Rather than stay current, many firms have given up and resorted to using generic checklists. 

New hires are given the checklists and told to follow the prior year.   Your time is then spent answering questions and responding to requests that don’t apply to your 401k plan.

My approach is different.  During my preparation for your audit, I take the time to understand your 401k plan and tailor procedures to only those that are applicable.  This eliminates unnecessary work and saves you time and frustration.

When choosing an audit firm, it is important to consider the knowledge and experience of the accountant(s) who will actually be doing the work.  By choosing MaxCPA, I can assure you that you will be working directly with me.

By doing the work myself, I am able to:

  • Save you time by avoiding the inefficiencies of larger firms
  • Save you money by charging more affordable fees
  • Save you the hassle of “training” new auditors each year

Call or e-mail me with your request for proposal on your next 401k plan audit, or to schedule a free consultation. 

During your free consultation, you can discuss any problems you are having in accounting, internal control, or administration of your 401k plan.  There is absolutely no cost or obligation for the consultation.