The DNA of our Benefit Plan Audit practice

Success in Our Profession
  • Top 20 fastest growing CPA firm in the US (Accounting Today 2021)
  • Top 10 Managing Partner in US (Accounting Today 2020)
  • Advanced Defined Contribution Plans Audit Certificate (Issued by the AICPA)
  • Top 3% of EBP Audit Firms
$80 Billion in Assets Audited

Culture that Retains People
  • Headquatered in Houston, Texas 30+ Years
  • Certified Veteran-Owned Small Business
  • Houston’s Most Diverse Midsized Business (Houston Business Journal)
  • Local Community Support Efforts and Leaders

Our unique audit process means greater effectiveness from our audits and greater efficiency for our clients.

The process of benefit plan audits can be a disruption to the normal activities of financial and HR professionals in client organizations. We have streamlined the process using a unique technology platform that improves management of the audit process for both our professionals and the clients with whom we interact to complete audit work.

OUR PLAN BENEFIT AUDIT OPTIMIZER

All Deliverables

All deliverables for our audit staff and our client counterparts

Calendar

Calendar timing for each phase of the audit

Email

Communications into a single chain, in the dashboard, for easy access
TOOLS FACILITATING EFFICIENCY

These tools help us facilitate greater efficiency for our clients and our service teams. Our data security is unmatched.

REPLACE WITH PROPER IMAGERY

Our Commitment

The Power of Diverse Thinking

Our Commitment

Better Scoping
Less Billing Surprises

Our Commitment

Technology Streamlining Audit and Tax Process

Our Commitment

High Staff Retention
Consistent Service Teams

Our Commitment

Superior Communications

Our Commitment

Transparency & Accountability

Upcoming Events

Top 3% of all CPA firms

McConnell & Jones is in the top 3% of all CPA firms in the US that perform benefit plan audits including:

  • Defined benefit plans (cash balance, retirement)
  • Defined contribution plans (401(a), 401(k), 403(b), ESOPs)
  • Health and welfare plans
  • SEC Form 11-K filings
  • Form 5500
  • 11K filings
  • Benefit plan audit prep and clean-up

We audit the auditors.

McConnell & Jones performs the employee benefit plan audit for one of the Big Four CPA firms, so you can have assurance we have the right skills and experience to pass muster.

SERVICE EXPERTS

Eric Ernest

CPA, FCCA
PARTNER ERISA COMPLIANCE & ASSURANCE

Epicure. Jazz Enthusiast. Sophophile.

Michelle Brumfield

CPA
Director, EBP Audit & Compliance

Gardener, Cooking Coach, Tennis Player

Sharjeel Ahsan

CPA, MBA

Drone Photographer, Gardener, Devotional Contemplator

Need to talk about Audit?

How Can Our Unique Perspectives Assist You?

If you have any questions or just want to reach out to one of our experts, use the form and we’ll get back to you promptly.