Case Studies

financial statement audits article

Large Financial Advisory Firm Searches for Audit and Tax Partner to Go Beyond Basic Compliance

Kreischer Miller's role has gone far beyond merely fulfilling compliance needs to include IRS exam assistance, control recommendations, and GIPS guidance....View
operational due diligence article

Wealth Manager Needs Firmwide Investment Reporting Model and Package to Grow AUM

Working with Kreischer Miller also helped the firm identify a new way to review past performance and a flexible model that would grow with them....View
gips compliance article

Investment Advisor Seeks Assistance with Becoming GIPS Compliant

Working with Kreischer Miller helped put the client in a position to compete for institutional and high-net-worth clients on sponsor platforms....View