Remote assurance, agreed upon procedures, and specialized compliance support across the U.S.

Fortis is a national CPA firm remote teams can rely on for assurance and attest work delivered virtually. We support organizations that need agreed upon procedures, compilations and reviews, Reg A crowdfunding audit support, contractor board audit compliance, and broader assurance engagements, all coordinated through secure remote workflows.

  • Remote assurance & attest services nationwide
  • Agreed upon procedures tailored to specific reporting needs
  • Reg A crowdfunding audit support and related reporting guidance
  • Contractor board audit and licensing compliance assistance
Remote assurance and attest services

Agreed-Upon Procedures (AUP)

For organizations that need focused testing around selected accounts, transactions, controls, or reporting criteria, Fortis performs agreed upon procedures tailored to the specific needs of management, boards, lenders, or other stakeholders.

Compilations & Reviews

We support clients who need the structure of compilation or review services to improve stakeholder confidence, satisfy external requirements, or strengthen internal reporting discipline.

Reg A Crowdfunding Audits

Fortis helps Reg A companies prepare for audit requirements tied to crowdfunding activity, investor expectations, and growing reporting obligations in a remote-first operating environment.

Contractor Board Audits & Licensing Compliance

We assist organizations that need contractor board audit support, documentation readiness, and compliance-minded reporting aligned with licensing and regulatory expectations.

Benefits, Process, and Tools

Confidence

Independent work that helps build trust with boards, lenders, regulators, and investors.

Remote Process

Secure portals, structured requests, and scheduled collaboration keep the engagement efficient nationwide.

Secure Tools

Bank-level encryption, secure client portals, and remote-friendly workflows designed for sensitive financial data.

Why Remote Clients Trust Fortis

Bank-level encryption

Built for remote CPA services, secure document exchange, and consistent nationwide collaboration.

Secure client portals

Built for remote CPA services, secure document exchange, and consistent nationwide collaboration.

SOC 2 aligned workflows

Built for remote CPA services, secure document exchange, and consistent nationwide collaboration.

Free Resources

Remote Accounting Checklist for US Businesses

Download this resource to evaluate your remote accounting process, compliance readiness, and financial oversight needs.

Download Resource

Reg A & Contractor Board Compliance Guide

Download this resource to evaluate your remote accounting process, compliance readiness, and financial oversight needs.

Download Resource

Ready to work with a nationwide remote CPA firm that delivers clear reporting and strategic guidance?