Assurance Services That Strengthen Confidence

What We Do

Caroprese provides assurance services that strengthen confidence in financial information through practical, independent support tailored to the needs of business owners, management teams, lenders, investors, and other stakeholders. Our services include financial statement reviews and compilations, agreed-upon procedures engagements, technical accounting analysis, and specialized assurance and testing designed to address specific reporting, compliance, or transaction-related objectives. We combine CPA-firm technical expertise with a responsive, business-minded approach to help clients improve transparency, satisfy stakeholder requirements, and make informed decisions.

Capabilities
Financial Statement Review & Compilations

Financial Statement Review & Compilations

Agreed-Upon Procedures

Agreed-Upon Procedures

Model Risk Assessments

Model Risk Assessments

Financial Statement Review & Compilations

Financial Statement Review & Compilations

Agreed-Upon Procedures

Agreed-Upon Procedures

Model Risk Assessments

Model Risk Assessments

Insights

Advisory

Leveraging Your Audit: A Briefing for Fund Accountants Navigating the Audit Process
Aug 21, 2026

The annual financial statement audit is a major event for finance teams of private fund managers. The audit is a comprehensive test of a fund's financial reporting and operational infrastructure...

Read More

Advisory

Leveraging Your Audit: A Briefing for Fund Accountants Navigating the Audit Process
Aug 21, 2026

The annual financial statement audit is a major event for finance teams of private fund managers. The audit is a comprehensive test of a fund's financial reporting and operational infrastructure...

Read More

Advisory

Leveraging Your Audit: A Briefing for Fund Accountants Navigating the Audit Process
Aug 21, 2026

The annual financial statement audit is a major event for finance teams of private fund managers. The audit is a comprehensive test of a fund's financial reporting and operational infrastructure...

Read More

Advisory

What Collateral Examinations Reveal About Asset-Based Lending Facilities
Jul 22, 2026

We have noticed through our work with private credit firms that, as lenders, they continue to focus on borrowers’ processes to generate reliable information...

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Advisory

What Collateral Examinations Reveal About Asset-Based Lending Facilities
Jul 22, 2026

We have noticed through our work with private credit firms that, as lenders, they continue to focus on borrowers’ processes to generate reliable information...

Read More

Advisory

What Collateral Examinations Reveal About Asset-Based Lending Facilities
Jul 22, 2026

We have noticed through our work with private credit firms that, as lenders, they continue to focus on borrowers’ processes to generate reliable information...

Read More

Tax

IRS Announces Automatic Tax Penalty Relief Beginning This Summer
Jul 9, 2026

Starting this summer, taxpayers who have a history of compliance will not need to opt in to an IRS program to get penalty relief if they fail to file or pay their taxes, the agency announced Wednesday.

Read More

Tax

IRS Announces Automatic Tax Penalty Relief Beginning This Summer
Jul 9, 2026

Starting this summer, taxpayers who have a history of compliance will not need to opt in to an IRS program to get penalty relief if they fail to file or pay their taxes, the agency announced Wednesday.

Read More

Tax

IRS Announces Automatic Tax Penalty Relief Beginning This Summer
Jul 9, 2026

Starting this summer, taxpayers who have a history of compliance will not need to opt in to an IRS program to get penalty relief if they fail to file or pay their taxes, the agency announced Wednesday.

Read More