Case Study 01 - CDHCPA

Agreed Upon Procedures

Specific, targeted procedures tailored to your needs
Audits

Auditing and assurance services that strengthen compliance and support growth
Compilations

Accurate, professional financial statements without assurance
Employee Benefit Plan Audits

Specialized audits for 401(k), 403(b), and retirement plans
Internal Audit Services

Independent internal audits that strengthen controls and efficiency
Not-for-Profit Audits

Nonprofit financial reporting services that ensure transparency and trust
Reviews

Assurance services for when a full audit is not required
Risk Advisory Services

Risk advisory services that strengthen controls and reduce exposure.

Accounting & Bookkeeping Services

Flexible accounting and bookkeeping services tailored to your business.
Business Process Outsourcing

Business process outsourcing services to streamline operations and cut costs.
Controller / CFO Services

Fractional CFO services and controller support tailored for growing businesses.
Outsourced Payroll Services

Accurate payroll services that streamline compliance and save time.

Business Valuation Services

Trusted business valuation services for owners, investors, and families.
Cross-Border Individual Tax

Expert cross border tax accountant services for individuals with global income or assets.
International Tax Services for Confident Global Growth

CDH helps global companies establish a comprehensive tax strategy
Mergers and Acquisitions

Tax due diligence and M&A tax advisory for confident deals.
State and Local Tax

Expert guidance for state and local tax compliance solutions.
Tax Audits and Controversy Representation

Customized procedures to test specific financial data and deliver objective findings.
Transfer Pricing Services

Practical transfer pricing services for multinationals with cross-border operations.
Trust and Estate Planning

Customized procedures to test specific financial data and deliver objective findings.

Application Development

Custom application development that delivers flexible tools for your business.
Business Accounting Software

Sage Intacct implementation and services designed for growing companies.
Cloud Networking Services

Cloud networking services that support growth with Microsoft Azure expertise.
Managed IT Services

Managed IT services for small businesses with tailored solutions.

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