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Houlihan Capital

Best Practices for Year-End Audit Preparation for your Investment Fund

Authored by Monica Blocker, Director, Houlihan Capital & Herbert M. Chain, CPA, Director, CBIZ Advisors  As the year-end audit season approaches, proactive planning for the annual financial statement audit is essential. The audit process can be complex and demanding, but with careful preparation, your investment firm can not only meet reporting deadlines, but also make the process less “painless”. Below are practical insights and strategies to help you lay the groundwork for an effective and efficient audit.  Build […]