Petaluma Audit & Assurance Solutions

In Petaluma, organizations need more than a standard audit—they need clarity and trust in a highly regulated environment. Sorren supports nonprofits, agricultural businesses, and local enterprises with audit and assurance services that strengthen internal controls and improve financial transparency. Whether meeting lender requirements or preparing for expansion, we help reduce risk and build confidence in your reporting.

Petaluma Audit & Assurance Solutions

Agreed Upon Procedures

Address specific financial concerns with targeted testing and detailed reporting.

Audit

Build confidence in your financial reporting with independent audit solutions tailored to your organization.

Compilations

Organize financial information into clear reports prepared according to professional standards.

Employee Benefit Plan Audits

Stay compliant and reduce risk with employee benefit plan audit solutions.

HUD Audits

Meet HUD reporting requirements with experienced guidance and compliant financial reporting.

Review

Receive limited assurance and financial insights to support lenders, stakeholders, and leadership teams.

Section 42 Audits

Maintain compliance with affordable housing regulations through specialized audit support.

Industries Served

Other Services

Contact Information

Roxanne Shockey, CPA
Roxanne Shockey, CPA
Office Partner-In-Charge
201 1st St, Suite 208, Petaluma, CA 94952
Phone: 707-762-9900
Fax: 707-303-1195

Frequently Asked Questions (FAQs)

Does Sorren specialize in Nonprofit audits for Sonoma County organizations?

Yes. We are deeply embedded in the local nonprofit community and specialize in audits that meet federal funding and state regulations.

Are your financial statements accepted by North Bay community banks?

Definitely. Our reports carry the weight of a 60-year local legacy, providing the credibility you need for lending and bonding in the Petaluma area.

How do you improve my business's efficiency during an audit?

We go beyond compliance to identify operational ""blind spots,"" offering insights that help Petaluma businesses strengthen decision-making and internal controls.

Do you perform on-site inventory counts for local manufacturers?

Yes. Our team visits local facilities—from specialty food producers to tech shops—to ensure your physical assets are accurately valued.

How does Sorren stay updated on changing audit standards?

Our professionals exceed standard continuing education requirements, ensuring your Petaluma firm is always compliant with the latest GAAP and GAAS rules.