Limited Time Offer
Want a 51% profit boost this busy season?
AREAS OF EXPERTISE
Employee Benefit Plan
(EBP) Audits
Experienced professionals for high quality EBP audit work
Take on your Employee Benefit Plan (EBP) audits with a scalable, flexible solution to meet your firm's unique needs. Makosi provides over five years of specialized EBP audit experience. Whether you need additional team members to address demand or a strategic end-to-end managed services solution, you will get a compliant and cost-effective audit.
Scalable EBP audit solutions you can trust. Start Building Your Team
Review & Supervision
Oversee and guide the audit process to ensure accuracy, compliance, and alignment with regulatory standards.
Trial Balance
Perform detailed analysis and verification of trial balance figures to ensure the integrity of financial records.
Sampling
Using statistical sampling methods for efficient and representative audit testing enhances audit reliability.
Participant Data Testing
Examine and verify participant data to ensure accuracy and compliance with plan requirements.
Discrimination Testing
Conduct tests to ensure compliance with nondiscrimination rules, safeguarding plan fairness and legality.
Allocation Testing
Verify the accuracy and fairness of benefit allocations, ensuring adherence to plan provisions.
Investments
Review investment portfolios to assess valuation, performance, and compliance with plan guidelines.
Notes Receivable from Participants (Loans)
Evaluate participant loans for compliance with plan terms and regulatory requirements.
Contributions
Audit contributions to confirm timely and accurate recording in accordance with plan specifications.
Distributions
Assess distribution transactions for accuracy, eligibility, and compliance with plan rules.
Planning & Risk Assessment
Identify and assess audit risks to develop targeted audit strategies, optimizing audit effectiveness.
SOC1 Reviews
Review SOC1 reports to evaluate control effectiveness of third-party service providers impacting the plan.
Permanent File
Maintain a comprehensive and organized permanent file to support ongoing audit engagements.
Financial Statements
Prepare and review financial statements to ensure they accurately reflect the plan's financial position and comply with reporting standards.
Proven Makosi Process
Firm DNA
We'll learn about your firm, requirements, and success criteria.
Meet Your Team
Review consultant profiles on our tech platform and initiate scheduling and deployment.
Deployment
We'll coordinate with your IT, Legal, and Engagement teams for seamless deployment.
Continuous Feedback Loop
Benefit from our automated and continuous feedback mechanism, ensuring we're delivering value.
Refine and Grow
We'll download lessons learned and align on an approach for longer-term growth and success.
HOW WE HELP YOU HELP YOUR CLIENTS
Our Solutions
Variable Workforce Solutions
Short and long-term Makosi resources, available on demand. You can have dedicated resources on your team annually, seasonally, weekly, or daily - all the way down to 4-hour increments.
Speak To Us
Global Resource Centers (GRC)
Strategic asset comprising a dedicated, complete team of audit resources badged under your brand, supported by Makosi's robust infrastructure services.
Speak To Us
Centers of Excellence (COE)
Drive efficiency and profitability gains by leveraging Makosi's dedicated centers of excellence for specialized audit types or even a complete business process.
Speak To Us
Strategic Assurance Transformation
Expert advisory services to help your firm implement best practices, accelerate transformation, and unlock value across your assurance functions.
Speak To Us
Explore Our Areas of Expertise
External Audit
Let's work together
Ready to build your dream team? Reach out to Makosi today and let's start creating a tailored solution to meet your business needs.
Talk to UsCopyright © 2025, Makosi Audit and Tax. All rights reserved.