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About Cassell Plan Audits

Cassell Plan Audits is a certified public accounting and business advisory firm founded by a former national accounting firm professional. It is a boutique firm specializing in employee benefit plans. Its goal is to attract and maintain clients by providing exemplary service without the high overhead and turnover of a large firm. Audit services include a wide range of plans including: • 401(k) and profit sharing plans • Defined benefit plans • Money purchase plans • 403(b) plans • Employee stock option plans (ESOPs) Services are geared to both plan sponsors and to public accounting firms that might need technical employee benefit plan resources. Plan sponsors: • Benefit plan audit services • Audit support • Compliance audits Public accounting firms: • Contracted specialists to assist you with your audit engagements • Quality control reviews • Re-engineering sessions • Training • Technical assistance As the firm’s focus is solely on benefit plan audits and related services, we apply efficiencies that streamline our audits to make them both affordable and minimally disruptive to your operations. If you have experienced frustrations with audits that seem to go on for months and requests from your auditor continuing weeks after they visited your office, then we would like the opportunity to speak with you and to show you our approach so that you may see the typical progression and request lists you would encounter during our audit.

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