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Our Services

Independent CPA Services That Build Confidence

At H&E Advisors, we specialize in assurance and attestation—nothing else. This narrow focus ensures that our work remains objective, thorough, and trusted by the stakeholders who matter most to your business. Whether you're meeting audit requirements, preparing for investor review, or simply aiming to improve transparency, we offer the right level of service for your needs.

Audits

Highest Level of Assurance

An audit provides the most comprehensive review of your financial statements. Our team conducts detailed procedures including document testing, third-party confirmations, and internal control evaluation, all performed in accordance with Generally Accepted Auditing Standards (GAAS). The outcome: a formal auditor’s opinion stating whether your financial statements are presented fairly and free of material misstatement.

    Best For:

  • Grant-funded organizations

  • Construction firms seeking bonding or lending

  • Businesses reporting to investors or regulators

Review

Moderate Assurance with Less Disruption

A review engagement involves analytical procedures and management inquiries but does not include the deep testing required in an audit. While it provides limited assurance, a review is often sufficient to meet internal reporting needs or satisfy external stakeholders who do not require a full audit.

    Best For:

  • Privately held businesses

  • Annual reporting to boards

  • Internal decision-making and trend analysis

Compilation

Financial Statements Without Assurance

A compilation engagement involves organizing and presenting financial information provided by management. It’s a cost-effective option for small businesses or internal stakeholders who simply need their financial data presented in accordance with a professional accounting framework.

    Best For:

  • Early-stage businesses

  • Internal planning and tracking

  • Situations where assurance is not required

Additional Engagements:
Agreed-Upon Procedures (AUPs)

Targeted Assurance, Custom Scope

In some cases, a full audit or review isn’t necessary. We offer Agreed-Upon Procedures engagements that allow us to focus on specific financial areas or internal controls you want evaluated. These engagements are flexible and designed around your unique requirements.

    Best For:

  • Verifying a specific transaction or process

  • Pre-grant or pre-loan evaluations

  • Due diligence support

What Makes Our Services Different

  • We’re Independent

    We do not offer tax prep, bookkeeping, or financial advising. That means no conflicts of interest.

  • We’re Experienced

    With decades of combined assurance experience, our partners lead every engagement.

  • We’re Efficient

    We respect your time and aim to minimize disruption while still delivering accurate, compliant work.

  • We’re Honest

    Our findings are clear, candid, and defensible—just as they should be.
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Assurance Services Backed by Industry Understanding

Industries We Serve

We work with clients across a range of sectors who rely on accurate and verified financial statements. When accuracy matters, our team delivers objective, standards-based results.

  • People packing food donations for a non profit event

    Non-Profit Organizations

    Meet audit requirements for funding.

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  • Two engineers working on blueprints

    Construction & Engineering

    Managing bonding, insurance, or lender expectations.

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  • Small Business CPA Assurance and Audits

    Privately Held Businesses

    For reporting to outside investors or boards.

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Not Sure What Level of Assurance You Need?

 We’re happy to help assess your situation and recommend the right engagement for your goals and obligations.