Audit & Compliance Services


At Schmid CPA, we provide independent audit and assurance services to help organizations meet financial, regulatory, and operational compliance requirements. Whether you're a nonprofit preparing for a grant audit or a service provider needing SOC 2 readiness, we deliver clear, thorough, and standards-based audit solutions.

Our Audit & Assurance Offerings

  • Financial Statement Audits & Reviews
    For businesses and nonprofits needing third-party assurance over financial results.
  • Nonprofit & Grant Compliance Audits
    Audits required for funding, internal governance, or board oversight. We understand the nuances of Form 990 and nonprofit financial reporting.
  • SOC 1 / SOC 2 Readiness
    Support for service organizations preparing for attestation reports, including gap assessments, control documentation, and remediation guidance.
  • ISO 27001 Readiness Assessments
    Guidance and control evaluation for organizations working toward ISO certification.
  • Internal Control Reviews
    Objective evaluation of financial, operational, and IT controls for internal improvement or audit preparation.


Who We Serve

  • Nonprofit organizations (audit & 990 prep)
  • Small businesses and startups
  • Service providers pursuing SOC 1 or SOC 2
  • Tech companies preparing for ISO 27001
  • Internal audit or compliance teams needing external control support

We are a team of ambitious entrepreneurs operating in Charlotte.

Contact Us