Why Work With Us

Cassell Plan Audits has one focus, and one focus only: making 401k plan audits as painless as possible for our clients.

Cassell Plan Audits was founded by industry expert JoAnn Cassell in 2013, and designed to minimize the frustrations she’d witnessed her clients experience at a big, national accounting firm. A specialty accounting firm located in western Chicago and serving clients across the U.S., our singular focus allows us to provide the best of the best in your annual audit:

  • Expert services with seasoned team members who share decades of in-depth audit and accounting expertise across industries.
  • A streamlined process honed over years of experience, leveraging technology and our knowledge base to save your team time and effort.
  • The high-touch service level of a boutique firm with the quality and chops of a big-name firm.
  • Long-term partnerships with our clients, so you don’t need to train a new batch of auditors on your processes and controls each year.
  • With the same friendly faces year after year, only the most knowledgeable in your company work with you, quickly adapting to changes in policy and procedure.

We’ve designed our process to keep your audits as affordable and efficient as possible, with minimal disruption to your business—while maintaining industry-leading quality.

Since we opened our doors, we have achieved the highest “pass” level of peer review by the American Institute of Certified Public Accountants, certifying that we meet or exceed professional quality standards. Further, we surpass continuing education requirements, even at the more rigorous levels our Employee Benefit Plan Audit Quality Center membership demands. 

We prefer conversations to questionnaires and aim to build lasting relationships with our clients, providing prompt and accurate results every time.

Our auditors are highly attentive and accessible during each step of the audit process and welcome your feedback and communication throughout the year. 

We can assist you in maximizing the use of internal processes and controls to prevent potential audit exceptions, saving your company time and resources. 

If your last audit seemed to drag on and on, or you’re tired of retraining your auditors each year, it may be time for a change. Let’s talk.