Grant Thornton LLP

Grant Thornton LLP has been providing auditing services to a management organization overseeing eight non-profit organizations since 2018. The company was chosen in a process approved by the organization's membership. The auditing process includes the creation of an audit plan, documentation requirements, scheduling, and timeline negotiation. The relationship with Grant Thornton LLP wasn't actively sought, but developed due to the acquisition of a previous partner organization. The engagement has been ongoing for 4-5 years, with the company adapting their auditing process to meet the needs of the organization and presenting the audit results for board and membership approval.

In a separate project, Grant Thornton LLP has been engaged by an advanced ophthalmic materials company to handle their yearly corporate tax returns since April 2019. The company was introduced to Grant Thornton LLP when they sponsored a competition the client was involved in. Initial collaboration was needed to provide the necessary information, but Grant Thornton LLP has been handling the tax returns independently since. The team has also provided financial planning advice and assisted in filing for Scientific Research and Experimental Development claims. A total of approximately $24,000 USD has been invested in this ongoing engagement.