WEBINAR: Are You Happy with Your SOC Provider? – Key Differentiators and Red Flags

The recent increase in demand for SOC 2 has caused changes within the industry. So, are you aware of what to look for when finding and/or retaining a vendor in this new market? Our SOC team will share key service differentiators and recent Journal of Accountancy insights to help attendees navigate SOC 2.

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Buy-Sell Agreement – Will the Valuation Provision Work?

Businesses with multiple owners typically operate under the terms of a buy-sell agreement. If there are multiple owners of a business, they should have a buy-sell agreement.

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Assessing Security Risk in IT Vendor Relationships

Vendor management security has recently been brought to the forefront of IT leadership, as many high-profile organization breaches did not originate internally but through a vendor instead. To achieve the goal of risk awareness and informed decision making, it’s important to know the practical approaches to vetting IT and IT adjacent third-party vendors.

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ERISA Audit Requirements for Health & Welfare Plans

Health & Welfare (H&W) Plans are a critical component of many employers’ benefits offerings, covering medical, dental, vision, life insurance, disability, and other welfare benefits. While these plans are subject to ERISA reporting and disclosure requirements, not all H&W plans require an independent audit.

How can we help you thrive?

When was the last time anyone asked you this question? We ask it every day, understanding only one definition of thriving matters: yours.

Whether you’re an organizational leader seeking a deeper connection with your business and accounting advisor, a candidate searching for a vibrant and adaptable career path, or a community leader forging networks for positive transformation, change begins with connection.

At McKonly & Asbury, the heart of each of our relationships is collaboration, centered on Helping Others Thrive. We serve a wide range of industries—including Architecture, Engineering and Construction; Nonprofit; Manufacturing & Distribution; Healthcare; Affordable Housing; and Family-owned Businesses—delivering services that align with each client’s distinct goals and needs.

Our services include tax, audits, reviews and compilations, employee benefit plan audits, SOC audits, CMMC compliance, Sarbanes-Oxley assistance, business valuations, and state and local tax. Whether supporting organizations through compliance or helping drive strategic growth, we are committed to being a dependable and engaged advisor every step of the way.

Would you like to explore a relationship where the focus is on you? Let’s start a conversation today.

Services

Tax

Cybersecurity Maturity Model Certification

Business Valuation Services

HITRUST

SOC Audits

Audit & Assurance

Industries

Architecture, Engineering, and Construction (AEC)

Manufacturing & Distribution

Entrepreneurial

Franchises

Affordable Housing

Healthcare

Featured Articles

HITRUST Scoping: Scope for Success – Part 2

Key Takeaways Scoping Defines Success: Effective HITRUST scoping starts with clearly identifying what systems, data, and processes need certification, then aligning boundaries with how information flows and is controlled across the environment. Flexible but Structured: HITRUST allows organizations to tailor scope based on their unique environments, but the resulting scope drive… Read more

Assessing Security Risk in IT Vendor Relationships

Third-party IT vendors are embedded in modern technology stacks; from SaaS and AI platforms to Managed Service Providers (MSPs) to one-off integration tools, vendors often are required to maintain an efficient business workflow. With that requirement comes access to sensitive systems, data, and information, which continues to expand the ever-growing number of attack vectors that cyb… Read more

ERISA Audit Requirements for Health & Welfare Plans

Health & Welfare (H&W) Plans are a critical component of many employers’ benefits offerings,… Read more

Developing Your Data Flow Diagram for CMMC

Key Takeaways DFDs Define Scope: Data Flow Diagrams map how CUI/SPD flows, establishing system bounda… Read more

Buy-Sell Agreement – Will the Valuation Provision Work?

Businesses with multiple owners typically operate under the terms of a buy-sell agreement. If there ar… Read more

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McKonly & Asbury Culture

Core Values provide the foundation for our culture and uniquely represent who we are, define how we conduct ourselves and portray how we interact with our colleagues and clients. These Core Values personify the type of employees that we look for when we recruit, as well as what we should strive for as we advance in our careers.

Careers at McKonly & Asbury

Our uniquely collaborative and casual yet professional work environment empowers our team members to elevate their skills and advance in their careers. Our mission, Helping Others Thrive, is at the center of all we do, who we are, and who we serve.

McKonly & Asbury Culture

Core Values provide the foundation for our culture and uniquely represent who we are, define how we conduct ourselves and portray how we interact with our colleagues and clients. These Core Values personify the type of employees that we look for when we recruit, as well as what we should strive for as we advance in our careers.

Careers at McKonly & Asbury

Our uniquely collaborative and casual yet professional work environment empowers our team members to elevate their skills and advance in their careers. Our mission, Helping Others Thrive, is at the center of all we do, who we are, and who we serve.