Services at Topel Forman

Audit & Assurance

In today’s complex business landscape, stakeholders need an objective view of a company’s financial health. At Topel Forman, we deliver tailored audit and assurance services that strengthen internal controls, enhance reporting, and uncover the insights businesses need to move forward confidently.

We offer more than compliance. We become strategic partners, committed to helping your business succeed.

Our Services

Agreed Upon Procedures

Topel Forman provides agreed-upon procedures for clients who need clear, factual insight into specific areas of concern. These engagements are tailored to your objectives and deliver results without opinion or assurance. Our team performs the exact procedures you request and presents findings in a focused, efficient format to support informed decision-making.

Employee Benefit Plan Audits

We perform employee benefit plan audits that meet ERISA, DOL, and IRS requirements. These audits help ensure your plans are compliant, accurately reported, and supported by sound internal controls. Our team brings focused experience auditing 401(k), pension, and profit-sharing plans, guiding you through a smooth process from preparation to Form 5500 filing.

Internal Control Review

Internal financial audits help organizations assess internal controls, ensure accurate reporting, and reduce risk. Our CPAs work closely with management to evaluate processes, detect inefficiencies, and strengthen financial oversight. Whether driven by compliance needs or internal goals, we tailor each audit to your operations and industry, delivering clear findings and practical recommendations.

Why Businesses Trust Topel Forman’s Audit and Assurance Services

Topel Forman is known for audit and assurance services that align with your business’s stage, structure, and goals. Whether you’re preparing for growth, responding to regulatory pressure, or seeking greater investor confidence, our work is built to bring transparency, reliability, and perspective.

We don’t just deliver reports—we provide guidance that supports better decisions and long-term value. 

Our Audit and Assurance Process

Every business is different, even within the same industry. That’s why our process begins with understanding your organization inside and out. We assess your unique challenges, whether they relate to financial reporting, internal controls, or operational bottlenecks, and then craft strategic solutions tailored to your needs.

Our professionals also work directly with management, the board of directors, and the audit committee to develop the most efficient and effective approach to your audit or review engagement. Visit our Industries page for an expanded list of businesses we serve.

Industries

Proactive Communication and Long-Term Partnerships

We believe that continuity and strong working relationships are essential. The team you meet during your initial consultation is the same team you’ll work with for years to come. This consistency allows us to build deep institutional knowledge of your business and provide insights that grow more valuable over time.

Frequent and constructive contact with your team allows us to identify opportunities and resolve issues proactively, before they become problems.

Collaborative Audit and Assurance Services for Clear Financial Reporting

As part of every audit or assurance engagement, we analyze and report on your company’s financial statements, identifying potential concerns while there’s still time for practical, cost-effective solutions. Our partners work closely with your financial and accounting staff to clarify uncertainties before issuing our final report.

Our goal is not just to complete your audit, but to support your broader business objectives.

Choosing the Right Level of Assurance: Audit vs. Financial Statement Review

A financial statement review can be a cost-effective alternative to an audit while still providing valuable insights for business owners.

If a third party—such as a lender, investor, or potential buyer—requests audited financial statements, our professionals will work with you to determine whether a review engagement could meet your needs.

In many cases, a review provides the necessary level of assurance at a lower cost, offering meaningful financial analysis without the full scope of an audit.

At Topel Forman, we take a personalized approach to every engagement, ensuring you receive the right level of financial reporting to support your business objectives efficiently and effectively.

Audit and Assurance Services in Denver and Chicago

With teams based in Denver, CO, and Chicago, IL, Topel Forman offers locally grounded audit and assurance services backed by the technical rigor of a nationally respected firm. We work with businesses throughout the Midwest and Rocky Mountain regions—helping them prepare for audits, meet stakeholder reporting needs, and strengthen internal financial processes.

Our regional presence gives clients access to professionals who understand both national standards and the nuances of state-level requirements. Whether your organization is based in Colorado or Illinois or operates across multiple jurisdictions, we bring clarity, structure, and confidence to your audit engagement. Ready to strengthen your financial reporting process? Connect with Topel Forman to learn how our Denver and Chicago teams can support your next audit engagement.

Talk To An Advisor

Jason Glickley

Jason Glickley

Member/Partner
John Rozek

John Rozek

Member/Partner
Dan Sloan

Dan Sloan

Member/Partner

 Our Services

Accounting & Assurance

We analyze and report your company’s financial statements and identify potential concerns, leaving enough time to allow a practical and cost-effective resolution to issues.

Taxation Services

Complications created by ever-changing tax laws and regulations have made advanced tax planning an essential element for companies operating in today’s marketplace to be successful.

Consulting Services

We offer an expansive range of business consulting services to help our clients with compliance, strategic planning, financial management, economic projections, and forecasts.

Wealth Management

Topel Forman offers a comprehensive suite of wealth management services. Let us support your financial goals and help you invest in your financial future. 

Family Office

We understand that each family has unique needs, and we work with all types of family offices to provide income tax planning, estate, gift tax planning, accounting services, and financial reporting.

R&D Tax Credits

Businesses must constantly innovate if they want to continue growing and succeeding. The R&D credit aims to keep jobs in the United States and make U.S. manufacturing companies more competitive globally.