NL EBP Audit Practice
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NL Employee Benefit Plan audit practice description and resumes.

NL Employee Benefit Plan audit practice description and resumes.

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NL EBP Audit Practice Document Transcript

  • 1. OUR FIRM Null-Lairson, P.C. is located in Houston, Texas with offices in Houston, Texas City, Galveston & Sugar Land. The company was founded in October of 1975 with just three people. We have grown steadily over the years, and today we are one of the largest locally-owned public accounting firms in the Houston area. We serve individuals, government & non-profit organizations, and clients in businesses spanning virtually every industry. Our clients are both large and small, and we know the needs of each are different. That is why our firm makes a special effort to establish mutually beneficial relationships with every one of our clients— to fully understand their needs and to develop sound financial solutions for each one. When you get to know our people you will find a company founded on honesty, independence and trust. Ours is a firm that truly believes integrity never goes out of style. Our Philosophy The professionals at Null-Lairson, P.C. are committed to the philosophy of providing quality and timely services to our clients. We believe in building a relationship with you so that we understand your goals — and help you attain them. Our Promise to Clients We promise to deliver exceptional value by providing insightful and imaginative solutions to your financial needs. We promise to be available and accessible. We will give you our best. We promise to hold ourselves to the highest business and personal ethics. OUR EMPLOYEE BENEFIT PLAN PRACTICE Our ERISA audits are conducted with the primary objective of helping clients to reduce their fiduciary risks. With over 30 years of experience with 401k, profit sharing, ESOP and defined contribution single-employer and multi-employer plans, Null-Lairson brings a superior level of experience and knowledge to your plan audit. Our Quality Commitment As a member of the American Institute of CPAs Employee Benefit Plan Audit Quality Center (AICPA EBPAQC) we are committed to adhering to the highest quality standards by designating a partner responsible for our employee benefit plan audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report publicly available. Under the Department of Labor’s employee benefit plan audit monitoring program, the DOL reviewed one of our audit engagements in 2009 and were fully satisfied that our audit had been conducted completely under generally accepted auditing standards. 3411 Richmond Avenue | Suite 500 | Houston, TX 77046 | (P) 713.621.1515 | (F) 713.621.1570 www.null-lairson.com
  • 2. Our employee benefit plan audit services include: • Pension & 401(k) plans subject to the (ERISA) under the regulatory authority of the U.S. Department of Labor (DOL) • Governmental pension plans • Consulting services related to employee benefit plans • Preparation of IRS Form 5500 and summary annual reports • Compliance assistance including corrections under DOL voluntary correction programs Staff Expertise Our team of employee benefit plan auditor specialists stays current in this highly technical practice area by attending various educational programs including the annual AICPA National Conference on Employee Benefit Plans and other relevant seminars and by reviewing publications from the AICPA EBPAQC, the Employee Benefits Security Administration, the DOL and the IRS. Our Employee Benefit Plan Audit Practice Leader, Amanda E. Eaves, CPA, has been providing these services to employee benefit plans of all types and sizes for over 15 years and is involved in the planning, fieldwork, and completion stages of all ERISA audits. Strategic Alliances At Null-Lairson, PC we have developed relationships with a number of important associations and organizations to help in the development and delivery of our employee benefit plan audit service. Our alliances include: CPA Associates International, Inc. International Foundation of Employee Benefit Plans American Institute of CPAs Employee Benefit Plan Audit Quality Center Regarding fees, if we do not meet or exceed your expectations, we will adjust those fees based on the perceived value to our client. We hope that our services will always exceed expectations. We appreciate any communication regarding fees or services at any time. For more information about our employee benefit plan audit services contact Amanda Eaves at aeaves@null-lairson.com or 713.386.1138. .  
  • 3. Amanda E. Eaves, CPA  Null­Lairson, PC  Partner­ ERISA Audit Services      Experience  Null­Lairson, PC, Houston, Texas    Partner, 2001‐present        BKD, LLP (formerly White, Petrov, McHone), Houston, Texas    Supervisor, 1996‐2001      Areas of Special   Knowledge   Audit  and  review  services  for  a  broad  range  of  industries  including  defined  contribution and defined benefit plans sponsored by privately held businesses,  publicly  traded  corporations  and  local  governments,  federal  government  contractors, and privately held business.    Amanda  is  responsible  for  the  firm’s  employee  benefit  plan  practice  which  includes  full  scope  and  DOL  limited  scope  audits  of  public  and  privately  sponsored  plans.    Plans  currently  served  include  defined  contribution  and  defined  benefit  plans  with  participant  counts  ranging  from  120  to  3,000  participants.     Serving  as  Texas  State  Board  of  Public  Accountancy  (TSBPA)  approved  pre‐ issuance  reviewer  of  ERISA  practice  and  related  engagements  for  other  Certified Public Accounting firms under TSBPA disciplinary action.      Education  Lamar University, Beaumont, Texas      Bachelor of Business Administration, Accounting, 1994      Certifications  Certified Public Accountant, Texas 1996      Certified Public Accountant, Tennessee 2007      Affiliations  International Foundation of Employee Benefit Plans      National Association of Women Business Owners      Clear Lake Area Chamber of Commerce      Bay Area Houston Economic Partnership      American Institute of Certified Public Accountants      Texas Society of Certified Public Accountants 
  • 4. Cara K. Crager, CPA  Null­Lairson, PC  Manager­ ERISA Audit Services      Experience  Null­Lairson, PC, Houston, Texas    Manager, 2005‐present      Areas of Special   Knowledge   Manage audits and other attest engagements for private companies and employee  benefit plans from planning to report issuance      Preparation and review of Annual Financial Reports      Coordinate all employee benefit plan audits schedules and staffing      Ensure employee benefit plan audits are performed uniformly in accordance with the  Department of Labor’s Rules and Regulations for Reporting and Disclosure under the  Employee Retirement Income Security Act of 1974 and applicable Internal Revenue  Service Rules and Regulations.      Responsible to train firm staff in accordance with Generally Accepted Auditing  Standards (GAAS)       Responsible to keep current with the AICPA’s Employee Benefit Plan Audit Quality  Center guidance regarding developments in the industry       Responsible for guiding the firm’s Professional Development Committee in keeping  abreast with updates to the FASB Codification, GASB Statements issued and Statements  on Auditing Standards issued    Education  Stephen F. Austin State University  Master of Public Accountancy, 2004    Certifications  Certified Public Accountant, Texas 2007    Affiliations  Texas Society of CPAs  Member, American Institute Certified Public Accountants   Member, Houston Chapter of the Texas Society of CPAs  Membership Committee, Bay Area Houston Transportation Partnership