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Services & Industries

Heveron & Company CPAs provides a wide range of services to individuals and businesses in a variety of industries. At Heveron & Company CPAs we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Nonprofit Organizations

You need nonprofit experts to understand your funding requirements, regulations, oversight, and demands for increased transparency. Our staff of 17 have over 100 years of combined experience serving nonprofits. We are leaders in the profession who develop and present regular training programs and help in the nonprofit community with training, newsletters and other resources.

We provide traditional services including audits, reviews, compilations, annual filings, governmental and other compliance audits. Our audit services include many aspects that other firms do not offer or consider "extras".

We can also assist with internal audits, indirect cost applications, reviews of your information technology security & efficiency, and design of financial reports.

Our nonprofit services also include financial report design, assistance with development of budgets and analysis of costs as well as preparation of applications for exemption.

Affordable Housing & Real Estate

We provide a variety of services for more than 70 clients that provide affordable housing, including those financed with HUD, US Rural Development, New York State funding, and tax credits, just to name a few. We provide traditional services such as audits of financial statements and annual filings for federal and state. Cost Certifications - we regularly perform owner and contractor cost certifications required by state and federal agencies including DHCR, HUD and US Rural Development. Agreed upon procedures engagement for 10% carryover certifications.

Audits, Reviews, and Compilation

Heveron & Company CPAs services include financial statement audits, compliance audits, Consolidated Fiscal Report audits, agreed-upon procedure audits, compilation and reviews to meet your organization's needs.

Financial Statement Audits

Audits offer the highest level of assurance to third parties, and include in-depth examination and confirmation of account balances, inventories, and selected transactions. We perform audits for you to remove errors, ascertaining the validity and reliability of your information.

Compliance Audits

Compliance audits are required when you spend more than $750,000 in federal awards during your calendar or fiscal year, and also when certain funders or regulators require Governmental Auditing Standards. We are members of the AICPA's Governmental Audit Quality Assurance Center and regularly perform compliance audits.

Consolidated Fiscal Report Audits

We have prepared audits of Consolidated Fiscal Reports (CFRs) for many years and have a team dedicated to these unique audit engagements.

Agreed-upon Procedure Audits

These special audits are generally required by funders or regulators. Procedures are based on requirements that are imposed on funding your organization receives. We provide a wide variety of agreed-upon procedures audits


Reviews provide limited assurance to outside interests and involve obtaining information about your organization and its environment, as well as information about how your financial reports are prepared.


Compilations are usually requested for internal purposes and are based upon information provided by a company's management. They do not offer assurance but may involve some adjustment to accounting records.

Charter and Private School Audits

We serve several Charter and private schools as independent auditors. We also prepare annual filings and consult with and provide training for school staff and board members.

We have been involved with Charter schools since their inception, and participated in training at SUNY Buffalo and the Center for Governmental Research prior to approval of any New York State Charters. We have assisted several prospective schools with their budgets. We are also a contributing reviewer of the New York State Education Department on changes to the Charter School Audit Guide. In December 2015, we were one of four presenters for the New York State Education Department Charter School Fiscal Oversite webinar that was broadcast live across the state.

Charter schools require compliance audits in accordance with Governmental Auditing Standards. We are longtime members of the Governmental Audit Quality Assurance Center, and our training and peer reviews include our compliance audit procedures.

Compliance & Internal Audits

In addition to our traditional audit services, we provide compliance audits for special requirements of Governmental Auditing Standards, Consolidated Fiscal Reports, HUD, and other federal and state agencies. We also perform a variety of internal audit services ranging from assistance to your staff in developing internal audit programs to comprehensive internal audit services including assessment and testing of your controls, policies, and documentation.

Retirement Plan Audits

We have been performing audits of qualified plans for decades. We go beyond just delivering an audit. We focus on issues that could potentially disqualify the plan and notify you immediately if anything comes to our attention.

We know that the laws and compliance issues surrounding the management and administration of employee benefit plans are complex and constantly changing. We also know that benefit plans are essential to attracting and retaining key employees. We have developed resources to assure high quality, compliant benefit plan audits.

Our audit is intended to help you safeguard your assets, produce accurate financial statements, and comply with Department of Labor and US generally accepted accounting principles including all necessary disclosures and assure that you are complying with requirements of ERISA.

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of current tax laws and legislation.

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:

  • General ledger & financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Accounting system setup for new businesses
  • Business tax return preparation

Business Planning

Effective coordination of the transition of your business to your successors is critical to ensure its continued success once you decide to remove yourself from the company's day to day operations. With a solid background in tax and other financial matters, we are fully qualified to address the complex issues of business continuation and can assist you in developing a strategically sound plan.

QuickBooks Services

Our certified QuickBooks Pro Advisor can help you select the right QuickBooks software or online service, assist you with setting up a proper chart of accounts and designing meaningful reports reports. We can also answer your individual questions or provide comprehensive training, and fill in when your bookkeeper is away.

Churches and Clergy

We serve many churches and clergy. Our signature service includes a review of financial reporting, internal controls and compliance with all of the requirements that churches are subject to. We also perform audits, reviews and compilations, advise on contribution requirements, clergy compensation and other issues that are important to churches and clergy.

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