Independent assurance and focused attest support

Fortis supports organizations that need audits, reviews, compilations, agreed-upon procedures, and other assurance services. The work is structured to give management, boards, lenders, regulators, and other stakeholders clearer confidence in the reporting.

  • Audits, reviews, and compilations
  • Agreed-upon procedures tailored to specific reporting needs
  • Support for compliance-driven reporting requirements
  • Clear coordination and documentation throughout the engagement
Audit and assurance 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.

Audit Engagements

Fortis helps organizations prepare for audit requirements with organized support, responsive communication, and disciplined documentation.

Compliance-Focused Support

We assist organizations that need documentation readiness and reporting support aligned with lender, regulatory, or stakeholder expectations.

Benefits, Process, and Tools

Confidence

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

Structured Process

Organized requests, timelines, and review cycles keep the engagement efficient.

Secure Tools

Protected portals and disciplined workflows designed for sensitive financial data.

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Why Clients Trust Fortis

Bank-level encryption

Built around secure document exchange, organized workflows, and consistent communication.

Secure client portals

Built around secure document exchange, organized workflows, and consistent communication.

SOC 2 aligned workflows

Built around secure document exchange, organized workflows, and consistent communication.

Operations Leader, Multi-State Services Company
Operations Leader, Multi-State Services Company

“Fortis made the engagement easy. Communication was fast, reporting was cleaner, and the process felt seamless.”

Finance Director, Remote-First Organization
Finance Director, Remote-First Organization

“Their nationwide accounting services gave us confidence in our reporting process and helped leadership make decisions faster.”

Controller, Compliance-Focused Client
Controller, Compliance-Focused Client

“We needed agreed upon procedures support. Fortis delivered clear communication, secure workflows, and a very smooth engagement.”

Founder, Growth-Stage Business
Founder, Growth-Stage Business

“Their fractional CFO support gave us better forecasting discipline and much stronger visibility into cash flow and KPIs.”

Free Resources

Accounting Checklist for US Businesses

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

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Reg A & Contractor Board Compliance Guide

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

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Need clearer reporting, dependable accounting support, or stronger financial leadership?

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Bookkeeping, financial reporting, audit and assurance, and fractional CFO support for clients across the United States.

Fortis serves clients across the United States through secure, efficient collaboration.

Services

Contact

  • Las Vegas, Nevada

  • +1 702 292-7248

  • info@fortiscpa.com

  • Monday to Friday, 8:00 AM - 5:00 PM

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