Audit, Review & Compilation
Compliance with less pain.
Leveraging professional experience, industry knowledge and sensitivity to business needs, we perform procedures designed to meet professional standards and provide clarity and integrity of reporting to stockholders, management and other users who rely on financial statements. We do our best to help you meet your compliance obligations with as little disruption as possible.
Audit
An audit is the most comprehensive examination of your financial records, systems and statements and provides reasonable assurance that financial statements are fairly presented in accordance with GAAP. An audit verifies the accuracy of the information in the statement, expresses an opinion on the fairness of the financial statements, and provides assurance that the underlying data has been tested. An audit is often required by lenders, investors and governmental agencies.
Review
If an audit is not required, a review of your financial statements, with considerably less scope than an audit, provides limited assurance at a significantly lower cost. Inquiry and analytical procedures are performed. However, the extent of investigation performed is much less than in an audit. Typically, reviews are prepared for entities that have bank loans or outside investors, but who don’t require audited statements.
If you don’t take a hard look at your organization, you’ll never spot the risk… or the opportunity for improvement.
Compilation
A compilation provides no level of assurance that the financial statements are in accordance with GAAP. A compilation presents information that is supplied by management and makes sure the financial statements are free of obvious error. Inquiry and analytical procedures are not performed. Compilations are most often prepared for private businesses that do not need a high level of assurance.
Our Professionals










Eduardo Silva, CPA
Senior Manager, Assurance & Advisory Services
Miami
Eduardo Silva is a senior manager in Kaufman Rossin's Assurance Services department, where he assists clients with complex audit and accounting matters across various industries, including broker-dealers, real estate, construction, and technology.
Michael Salzman, CPA
Senior Manager, Financial Services Assurance and Consulting
Boca Raton
Michael Salzman is a financial services assurance and consulting manager in Kaufman Rossin’s Boca Raton office. He performs audit and attestation engagements for clients in the investment field, including hedge funds, private equity funds and registered investment advisers.
Zachary Siegel, CPA
Senior Manager, Assurance & Advisory Services
Boca Raton
Zachary Siegel provides audit and advisory services for small to large-sized companies.
He assists clients across various industries, including retail, real estate, construction, healthcare, entertainment and hospitality. In addition, he has experience helping public companies with Sarbanes…
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Keith S. Sharkey, CPA
Principal, Financial Services
Miami
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration p…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Patricia Ordiz, CFE
Senior Manager, Assurance & Advisory Services
Miami
Patricia Ordiz is a Senior Manager in Kaufman Rossin’s Assurance Services practice. Patricia has a focused expertise in the financial services industry with regulatory risk solutions.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.










Eduardo Silva, CPA
Senior Manager, Assurance & Advisory Services
Miami
Eduardo Silva is a senior manager in Kaufman Rossin's Assurance Services department, where he assists clients with complex audit and accounting matters across various industries, including broker-dealers, real estate, construction, and technology.
Michael Salzman, CPA
Senior Manager, Financial Services Assurance and Consulting
Boca Raton
Michael Salzman is a financial services assurance and consulting manager in Kaufman Rossin’s Boca Raton office. He performs audit and attestation engagements for clients in the investment field, including hedge funds, private equity funds and registered investment advisers.
Zachary Siegel, CPA
Senior Manager, Assurance & Advisory Services
Boca Raton
Zachary Siegel provides audit and advisory services for small to large-sized companies.
He assists clients across various industries, including retail, real estate, construction, healthcare, entertainment and hospitality. In addition, he has experience helping public companies with Sarbanes…
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Keith S. Sharkey, CPA
Principal, Financial Services
Miami
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration p…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Patricia Ordiz, CFE
Senior Manager, Assurance & Advisory Services
Miami
Patricia Ordiz is a Senior Manager in Kaufman Rossin’s Assurance Services practice. Patricia has a focused expertise in the financial services industry with regulatory risk solutions.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.










Eduardo Silva, CPA
Senior Manager, Assurance & Advisory Services
Miami
Eduardo Silva is a senior manager in Kaufman Rossin's Assurance Services department, where he assists clients with complex audit and accounting matters across various industries, including broker-dealers, real estate, construction, and technology.
Michael Salzman, CPA
Senior Manager, Financial Services Assurance and Consulting
Boca Raton
Michael Salzman is a financial services assurance and consulting manager in Kaufman Rossin’s Boca Raton office. He performs audit and attestation engagements for clients in the investment field, including hedge funds, private equity funds and registered investment advisers.
Zachary Siegel, CPA
Senior Manager, Assurance & Advisory Services
Boca Raton
Zachary Siegel provides audit and advisory services for small to large-sized companies.
He assists clients across various industries, including retail, real estate, construction, healthcare, entertainment and hospitality. In addition, he has experience helping public companies with Sarbanes…
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Keith S. Sharkey, CPA
Principal, Financial Services
Miami
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration p…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Patricia Ordiz, CFE
Senior Manager, Assurance & Advisory Services
Miami
Patricia Ordiz is a Senior Manager in Kaufman Rossin’s Assurance Services practice. Patricia has a focused expertise in the financial services industry with regulatory risk solutions.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.










Eduardo Silva, CPA
Senior Manager, Assurance & Advisory Services
Miami
Eduardo Silva is a senior manager in Kaufman Rossin's Assurance Services department, where he assists clients with complex audit and accounting matters across various industries, including broker-dealers, real estate, construction, and technology.
Michael Salzman, CPA
Senior Manager, Financial Services Assurance and Consulting
Boca Raton
Michael Salzman is a financial services assurance and consulting manager in Kaufman Rossin’s Boca Raton office. He performs audit and attestation engagements for clients in the investment field, including hedge funds, private equity funds and registered investment advisers.
Zachary Siegel, CPA
Senior Manager, Assurance & Advisory Services
Boca Raton
Zachary Siegel provides audit and advisory services for small to large-sized companies.
He assists clients across various industries, including retail, real estate, construction, healthcare, entertainment and hospitality. In addition, he has experience helping public companies with Sarbanes…
Meredith Tucker, CPA
Principal, Entrepreneurial Services
Ft. Lauderdale
Meredith Tucker is a principal with Kaufman Rossin and Practice Leader of the firm's Entrepreneurial Services group. Her expertise is in providing accounting, tax, and consulting services to dynamic companies and their owners across a variety of industries. She collaborates with entrepreneurs to…
Robert A. Stone, CPA, ABV, CFF
Principal, Senior Client Services
Miami
For more than four decades, Robert A. Stone has helped wealthy clients and entrepreneurs manage complex problems and capitalize on opportunities. His practice is grounded in audit, accounting, and tax services. He counsels clients on estate and trust planning, and mergers and acquisitions.
Keith S. Sharkey, CPA
Principal, Financial Services
Miami
Keith Sharkey is a member of the firm’s management committee, a principal in the assurance and financial services practice and leader of the firm’s investments industry advisory group. He also leads affiliate Kaufman Rossin Alternative Investment Services, a full-service fund administration p…
Cary Valdes-Perez
Senior Manager, Assurance & Advisory Services
Miami
Cary Valdes-Perez joined Kaufman Rossin in 2007 as an intern and is now a senior manager in the assurance and advisory services practice. She participates in consulting and audit engagements for clients ranging from start-ups to large companies in a variety of industries. Cary is an innovative young…
Nick P. Tootle, CPA
Principal, Financial Services Assurance and Consulting
Miami
Nick P. Tootle spearheads assurance and tax engagements for clients in various industries with a focus in the financial services field. His clients rely on his insights ranging from organizational structuring to compliance with accounting and regulatory rules. Nick advises clients across the in…
Patricia Ordiz, CFE
Senior Manager, Assurance & Advisory Services
Miami
Patricia Ordiz is a Senior Manager in Kaufman Rossin’s Assurance Services practice. Patricia has a focused expertise in the financial services industry with regulatory risk solutions.
Joseph Yoh, CPA
Principal, Financial Services
Miami
Joseph Yoh joined Kaufman Rossin in 2003 and is a principal in the Financial Services department.
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