Downloadable Resources

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Capability Statement

Download our comprehensive capability statement outlining our federal contracting services, past performance, and NAICS codes.

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OMB A-123 Compliance Checklist

Comprehensive internal controls assessment framework covering all 17 GAO Green Book principles, ERM requirements, and annual assurance statement preparation.

Key Components:
  • Control Environment Assessment
  • Risk Assessment Methodology
  • Control Activities Documentation
  • Information & Communication Systems
  • Monitoring Activities
  • COSO Framework Integration
  • Material Weakness Reporting
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2026 Tax Planning Guide

Strategic tax planning for 2026 covering OBBBA provisions, year-end strategies, and maximizing new tax benefits before year-end.

2026 Highlights:
  • Higher Standard Deductions ($15,750/$31,500)
  • Senior Bonus Deduction ($6,000)
  • SALT Cap Expansion ($40,000)
  • 100% Bonus Depreciation Restored
  • Permanent 20% QBI Deduction
  • Tips & Overtime Deductions
  • Estate Tax Exemption ($15M+)
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Federal Auditing Standards Expertise

17+ Years of Federal Audit Experience Across Multiple Agencies

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GAO Green Book

Standards for Internal Control

Applied at the Small Business Administration (SBA) for enterprise risk management, internal controls assessment, and COSO framework implementation.

Key Experience:
  • OMB A-123 compliance assessments
  • 17 GAO Green Book principles evaluation
  • Control environment design & testing
  • Material weakness identification
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GAO Yellow Book

Government Auditing Standards (GAGAS)

Applied at U.S. Customs and Border Protection (CBP) for compliance audits, financial statement audits, and attestation engagements.

Key Experience:
  • GAGAS compliance auditing
  • Independence & quality control
  • Performance audit methodology
  • Financial audit procedures
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FAR Blue Book

Federal Acquisition Regulation

Applied at the Department of Veterans Affairs (VA) for contract reviews, procurement compliance, and acquisition oversight.

Key Experience:
  • FAR compliance reviews
  • Contract adequacy assessments
  • Procurement policy evaluation
  • Acquisition internal controls

Multi-Agency Federal Audit Experience

Proven expertise across:

✓ Small Business Administration (SBA)
✓ Department of Veterans Affairs (VA)
✓ U.S. Customs and Border Protection (CBP)
✓ U.S. Department of State

Insights & Articles

Understanding OMB A-123: A Practical Guide for Federal Agencies

OMB Circular A-123 establishes the management responsibilities for enterprise risk management and internal control in federal agencies. This comprehensive guide breaks down the key requirements, assessment process, and best practices for successful implementation.

Key Topics: COSO Framework integration, risk assessment methodologies, control testing procedures, and common pitfalls to avoid in A-123 assessments.

Maximizing Your 2025 Tax Benefits: What Small Business Owners Need to Know

The 2025 tax landscape offers significant opportunities for small business owners. Learn how to take advantage of the permanent 20% QBI deduction, navigate the new SALT cap of $40,000, and optimize your deductions under current tax law.

Key Topics: Business expense optimization, retirement plan contributions, estimated tax strategies, and year-end tax planning moves.

Internal Controls Best Practices: Lessons from 17 Years of Federal Auditing

Effective internal controls are the foundation of financial integrity. Drawing on extensive experience across SBA, VA, State Department, and CBP, this article shares practical insights on designing, implementing, and maintaining robust control environments.

Key Topics: Control environment principles, segregation of duties, documentation requirements, and continuous monitoring strategies.

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