Provectus Community Advisors is a professional services firm dedicated to elevating your compliance practices. Our team of experts provides rigorous auditing, detailed regulatory reviews, and strict adherence to industry standards, ensuring your operations exceed required benchmarks and minimize risk.
"A NOT-FOR-PROFIT ORGANIZATION'S SUCCESS SHOULD BE MEASURED ON ITS ABILITY TO DELIVER ON ITS MISSION AND ITS IMPACT ON THE LIVES OF THOSE IT SERVES. “
At Provectus Community Advisors , our vision is to become the leading provider of professional services in the industry. We aim to achieve this by delivering exceptional value to our clients and staying ahead of the curve.
Our team is made up of highly qualified professionals with a passion for what they do. We work together to provide innovative solutions to our clients and help them achieve their goals.
At Provectus Community Advisors , we are committed to delivering the highest quality of service to our clients. We have strict quality control procedures in place to ensure that our work is accurate and reliable.
At Provectus Community Advisors , we prioritize our clients and their needs. Let us help you reach your goals with our expertise and experience.
With over 18 years of industry-specific experience, our audit and attest team at Provectus is committed to delivering thorough and precise audits. We stay abreast of the latest regulatory developments, including AICPA peer review requirements, SEC and PCAOB updates, labor law changes, and best practices in governmental compliance.
We tailor our audit approach to meet the unique needs of your business. Whether you're a small startup or a large corporation, our team will develop a strategy that aligns with your specific requirements and objectives.
Identifying and addressing potential risks is a key component of our audit process. We provide actionable insights and recommendations to help you mitigate risks and improve your internal controls.
As an independent third party, we offer an unbiased perspective on your financial operations. Our objective approach helps to enhance the credibility of your financial statements and provides stakeholders with confidence in your financial practices.
Our dedicated team at Provectus excels in managing audits across a range of industries, providing tailored solutions to meet the unique needs of each sector. Our expertise includes, but is not limited to:
Not-for-Profit Organizations
Our team is well-versed in auditing both private and public not-for-profit entities, including schools and religious organizations, ensuring compliance with relevant standards and regulations.
Employee Benefit Plans
We provide comprehensive audits for employee benefit plans, including pension and retirement plans, health and welfare plans, and other related benefits.
Commercial Private Entities
We specialize in auditing commercial private entities across various sectors, including technology, staffing, construction, cannabis, hospitality, restaurant, manufacturing, and professional services.
Our team at Provectus is proficient in a range of advanced software and audit methodologies, ensuring efficient and effective audit processes.
Software Proficiency:
CaseWare Desktop and Cloud
Auditfile.com
Engagement
On Point Audit, PCR, EBP
Audit Methodologies:
PPC (Checkpoint)
RSM (RSM International)
DAS (Dynamic Audit Solution)
ISA (International standard on assurance)
My path to accounting was a bit more circuitous than most. Even though I graduated from Bucknell University with a double major in Physics and Political Science, I quickly pursued a career in finance working as a financial advisor in a boutique wealth management firm. While studying for my CFP® exam I was exposed to the complexities of t
My path to accounting was a bit more circuitous than most. Even though I graduated from Bucknell University with a double major in Physics and Political Science, I quickly pursued a career in finance working as a financial advisor in a boutique wealth management firm. While studying for my CFP® exam I was exposed to the complexities of the accounting and tax world and quickly wanted to learn more.I worked for a small CPA firm to learn the many aspects of this new appealing world and dramatically enjoyed observing small business owners pursue their dreams and calming other folks of their concerns about taxes. It has been very rewarding to help my clients navigate the complexities of the tax system and code and make sure they sleep easier (at least with tax issues).
Sagar Patel is a highly skilled CPA with a decade of rigorous experience in auditing, renowned for his meticulous approach and in-depth knowledge of financial systems. Over the years, he has expertly managed complex audit engagements across various industries, including healthcare, manufacturing, and financial services. His expertise in
Sagar Patel is a highly skilled CPA with a decade of rigorous experience in auditing, renowned for his meticulous approach and in-depth knowledge of financial systems. Over the years, he has expertly managed complex audit engagements across various industries, including healthcare, manufacturing, and financial services. His expertise in navigating intricate regulatory landscapes and his commitment to enhancing financial accuracy and operational efficiency have established him as a trusted advisor. Sagar’s dedication to staying abreast of industry trends and his passion for mentoring aspiring accountants further underscore his professional excellence and commitment to the field.
Please reach us at Robert@Provectusca.com if you cannot find an answer to your question.
We offer a comprehensive suite of Audit & Attest services tailored to meet your unique needs. As your one-stop solution, we specialize in:
· Audit, Review and Compilation
· Industry Dedicated Team
Our team is comprised of dedicated CPAs, Enrolled Agents (EAs), and experienced accountants, all committed to providing exceptional service customized to your industry. Whether you're seeking meticulous financial management, strategic tax planning, or thorough compliance support, we're here to help you achieve your goals with precision and professionalism.
We take confidentiality seriously and implement strict security measures to protect your financial information. Our staff is trained to handle sensitive data with the utmost care, and we adhere to professional standards for data security.
At Provectus, we offer fixed-fee arrangements to provide you with clear and predictable pricing. After our free initial consultation, we will present a detailed estimate tailored to your specific needs.
We love our customers, so feel free to visit during normal business hours.
8470 Enterprise Circle STE 110E, Lakewood Ranch, Florida 34202, United States
Open today | 09:00 am – 05:00 pm |
Assurance services are provided by Sagar Patel CPA PLLC Which is an associate firm to comply with Independence rules.
Provectus Community Advisors LLC
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