Metz & Associates – Firm Profile
Metz & Associates was founded in 1992 and has a strong tradition of helping small and mid-sized businesses. We are a full-service CPA firm and offer accounting, tax, consulting, and audit services nationally with offices in Phoenix, New York, and Milwaukee. We specialize in providing employee benefit plan audit services and are in the top 100 firms nationally based on our current employee benefit plan audit volume. Metz & Associates offers both competitive pricing and industry-leading quality as a leader in the employee benefit plan audit space. The Metz team frequently speaks at national conferences for the American Society of Pension Professionals & Actuaries (ASPPA), AICPA, and other national organizations, in DC, New York, Austin, Las Vegas, and Phoenix. Additionally, we have had articles published in the Journal of Pension Benefits and ASPPA’s Plan Consultant Magazine. Audit Partner, Travis Jack, has served three terms on the Executive Committee of the AICPA employee benefit plan audit quality center and seven on the AICPA EBP Committee.
Connect with audit partner Travis P. Jack, CPA, QKA: https://www.linkedin.com/
Check out our main firm website:
www.metzcpa.com
& our Financial Advisor, Third Party Administrator, and Record-keeper:
Tools
Metz & Associates – Preferred Service Provider Program Overview
Metz & Associates has launched our Preferred Service Provider Program nationally. We offer discounted audit pricing to clients of enrolled Preferred Service Providers (PSP). Additionally, PSPs are included in our audit planning process and process improvement meetings to ensure an efficient and convenient audit experience for your team and clients. We issue a service guarantee with the proposal which is our promise to you that we will deliver a timely, efficient, and organized audit. We have almost 100% client retention and accordingly stand behind our services.
Alongside discounted pricing, we provide a three-year fixed price and service guarantee for this engagement and two consecutive-year engagements. We appreciate the opportunity to provide you with a proposal.
Preferred service providers can also access the PSP platform website to instantly benchmark the audit price and access previously generated quotes. We map key audit dates with the Plan sponsor personnel and reverse engineer our timelines based on their preferred issuance dates. Our employee benefit plan specialist team averages over a decade of employee benefit plan-specific audit experience, so you know you are working with an experienced professional!
Preferred Service Provider Benefits
Register to be a Preferred Service Provider and access EBP audit benchmarking and exclusive PSP audit discounts!