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Swartz & Co., LLC
 
 
Overview: 

The philosophy of Swartz & Co., LLC  is one of unmatched excellence.  Rather than performing audits as a required formality, our focus is to assist clients in developing procedures and systems to improve cost efficiency and accuracy of reporting.  This is our goal with each client, which allows them to be free to focus on their goals as governmental or not-for-profit organizations. We realize that each client has distinctive needs and we have the experience to provide our clients with audit programs that are uniquely tailored to them.  This personalized level of service is the reason why our clients continue to retain our services year after year.

Swartz & Co., LLC is distinguished from other firms providing governmental auditing services.  The partner assigned to each of our engagements is involved in all phases of audit engagements.  Our clients can always rely on their experience and expertise.  Our partners and managers are licensed Certified Public Accountants, Registered Municipal Accountants and Licensed Public School Accountants. Fieldwork is performed by staff members who are qualified auditors under the supervision of our experienced managers and partners.

Our firm prides itself in education and professional development.  All of our staff, managers and partners exceed the required amount of hours for professional development. Swartz & Co., LLC is a New Jersey State Licensed Sponsor for Continuing Education.  This designation qualifies the firm to prepare and present educational programs throughout the State of New Jersey.  Bob Swartz has designed and presented many educational programs and seminars both for presentation for our own partners and staff as well as for other firms and professional organizations.

Bob Swartz is presently the chair of the Peer Review Committee and a past chair of the Governmental Accounting and Auditing Interest Group.  Bob is widely recognized throughout the State for his auditing expertise, performing hundreds of peer reviews of other auditing and accounting firms primarily in New Jersey but also for firms in Pennsylvania and New York.

Swartz & Co., LLC is a member of the AICPA Governmental Audit Quality Center and the AICPA Employee Benefit Audit Quaility Center.  Adherence to these memberships require the following:

   Designating a partner responsible for our governmental and employee benefit audit practice
   Establishing quality control programs
   Performing annual internal inspection procedures
   Ensuring that the team captain for our peer review is a partner in a related quality control center firm
   Public availability of the firm’s peer review report


History: 

Swartz & Co., LLC was formed in 1996.  While the company performs many different accounting functions, governmental and not-for-profit auditing represent approximately 80% of the business.   The partners of Swartz & Co., LLC, Bob Swartz, Ken Moore and Terryann Marion, have been performing Governmental and not-for-profit audits for more than 30 years. Over the past 10 years the firm has also developed a practice auditing employee benefit plans including defined contribution plans and employee stock ownership plans (ESOP).


 
 
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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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