Audit & Accounting
Today’s leaders need assurance that their controls are working, their processes are efficient, and their risks are clearly understood. The right audit partner provides more than compliance by delivering insights that strengthen your organization.
Lumsden McCormick’s audit and accounting approach provides clarity through disciplined, independent insight. From internal audits and employee benefit plans to targeted procedures and SOC reporting, we help organizations strengthen controls, meet obligations, and move forward with confidence.
Our Services
Agreed-Upon Procedures
Agreed-upon procedures (AUP), or similar consulting engagements, provide targeted testing designed to address specific financial or operational areas. This approach allows specific financial or operational areas to be tested using predefined procedures tailored to your needs. The result is a clear report of findings designed to support informed decisions with confidence.
Audits, Reviews, & Compilations
An independent audit, review, or compilation helps strengthen confidence in your financial information and supports informed decision-making. These services provide the level of assurance your organization needs while helping meet reporting requirements and stakeholder expectations. A thoughtful approach to financial reporting can also provide greater visibility into operations, strengthen financial processes, and support long-term organizational goals.
Employee Benefit Plans
Employees depend on their retirement, and health and welfare benefits, and plan sponsors depend on expertise they can trust. It is important to have specialized employee benefit plan auditors working efficiently with administrators and service providers to deliver accurate, timely results that keep plans compliant and filing deadlines met.
Internal Audits
An effective internal audit delivers objective insight into how well governance, risk management, and internal controls are operating. Using a risk-based approach, it identifies inefficiencies, control gaps, and emerging risks before they impact performance or compliance. The result is practical recommendations and independent assurance that help leadership strengthen controls and make informed decisions with confidence.
SOC Audits
SOC reporting provides independent assurance that your systems and controls are designed to meet evolving client, regulatory, and industry expectations. Whether you need SOC 1, SOC 2, SOC 3, or SOC for Cybersecurity reporting, these engagements help demonstrate the effectiveness of your control environment and strengthen confidence in your systems and processes.
Latest Insight
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
Service Leaders
Amina Brogan
Principal
Timothy Bubar
Partner
Thomas Burns
Principal
Matthew Cronmiller
Manager
Sara Dayton
Managing Partner
Sherry DelleBovi
Partner
John George
Principal
Michael Grimaldi
Partner
Seth Hennard
Partner
Sarah Hopkins
Partner
Kyle Januszkiewicz
Manager
Jill Johnson
Partner
Cathleen Karpik
Principal
Elizabeth Krause
Principal
Liz LaLonde
Audit and Resource Manager
Lindsay Miller
Principal
Colton Monroe
Manager
Douglas Muth
Partner
Jonathan Roller
Partner
Jenna Sheehan
Principal
Brian Stevens
Manager
Ashley Sweeney
Manager
Patrick Swiatek
Manager
Robert Torella
Partner
Mary Young
Principal