Services

Independent Financial Oversight

Many smaller governments, nonprofits, and public-service organizations do not need a full-time internal audit function, but they still benefit from periodic independent oversight. Crestfield provides targeted financial monitoring and control-focused services designed to help boards, management, and finance committees identify issues before they become larger problems.

• Bank reconciliation verification
• Expense transaction testing
• Credit card and purchasing card reviews
• Payroll spot checks
• Journal entry review
• Internal control walkthroughs
• Follow-up on prior audit findings
• Board and finance committee reporting support

These services may be structured as consulting engagements or agreed-upon procedures, depending on the needs of the organization and the intended use of the report.

Agreed-Upon Procedures

Agreed-upon procedures provide targeted, objective testing of specific financial activities without requiring a full financial statement audit. These engagements are useful when management, a board, grantor, or oversight body needs factual findings related to a specific area of concern.

• Testing selected disbursements for approval and support
• Verifying bank reconciliations and reconciling items
• Reviewing compliance with purchasing policies
• Testing grant expenditures for allowability and documentation
• Reviewing payroll transactions and employee authorization
• Testing selected revenue or receipt transactions
• Performing customized procedures requested by boards or management

Agreed-upon procedures result in a report of factual findings. They do not provide an audit opinion or assurance conclusion unless separately engaged under applicable professional standards.

Government & Public Sector

Crestfield serves government and public-sector organizations that value accountability, transparency, and responsible stewardship of public resources. Services are designed to support finance staff, elected officials, boards, and management in meeting their financial oversight responsibilities.

• Internal control and audit readiness support
• Financial reporting and documentation support
• Agreed-upon procedures and compliance testing
• Grant compliance support
• Policy and procedure review
• Risk assessment and financial process review
• Support for corrective action and audit finding remediation

Nonprofits & Mission-Driven Organizations

Nonprofit organizations are entrusted with resources from donors, grantors, boards, and the communities they serve. Crestfield helps nonprofit leaders strengthen financial oversight, improve documentation, and build confidence in the systems that support their mission.

• Financial oversight and board reporting support
• Internal control assessment
• Audit readiness and documentation review
• Agreed-upon procedures
• Grant compliance and expenditure testing
• Fraud risk and financial process review
• Finance committee advisory support

Training & Professional Development

Strong organizations require knowledgeable people. Crestfield provides practical training designed to help boards, finance staff, and leadership teams understand financial oversight responsibilities, internal controls, fraud risks, and compliance requirements.

• Internal control training
• Fraud awareness training
• Board and finance committee education
• Grant compliance training
• Government and nonprofit financial management topics
• Case-study-based workshops
• Customized training for finance personnel and leadership teams

Private Individuals

Crestfield selectively works with private individuals who value accuracy, discretion, and clear guidance when navigating tax and financial matters.

• Individual income tax preparation and compliance
• Tax planning and year-round advisory support
• Assistance with notices, correspondence, and issue resolution
• Financial organization and documentation support

Individual services are best suited for clients seeking a thoughtful, professional relationship rather than high-volume tax preparation.

Owner-Operated Businesses

Crestfield selectively supports owner-operated businesses that need accurate records, reliable reporting, and practical financial guidance. These services are best suited for business owners who value disciplined financial management, compliance, and long-term sustainability.

• Monthly or quarterly advisory check-ins
• Financial statement review and cleanup
• Tax planning and compliance support
• Process improvements and cost visibility
• Documentation and internal control recommendations