Santa Rosa Audit & Assurance Solutions

Santa Rosa organizations face increasing expectations around transparency and compliance. Sorren delivers audit and assurance services tailored to nonprofits, healthcare providers, and agricultural businesses, helping identify risks, strengthen controls, and build confidence with stakeholders.

Santa Rosa 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
3562 Round Barn Circle, Suite 200, Santa Rosa, CA 95403
Phone: 707-542-3343
Fax: 707-303-1195

Frequently Asked Questions (FAQs)

Do you perform audits for Santa Rosa's expanding healthcare sector?

Yes. We understand the specific regulatory and grant reporting required for healthcare providers and non-profits in the region.

Are your reports recognized by major Sonoma County financial institutions?

Sorren is a trusted name for Santa Rosa banks, providing the transparency needed for commercial lines of credit.

How do you handle internal controls for hybrid Santa Rosa workforces?

We help local employers implement digital controls to mitigate fraud risks in a remote or hybrid work environment.

Do you provide specialized audits for local manufacturers?

Yes. We focus on physical asset valuation and supply chain integrity for Santa Rosa's industrial and tech sectors.

Can you help a local business prepare for its first-ever audit?

We offer ""Audit Readiness"" consulting to help your team clean up books and processes before the official audit begins.