Now there’s room to grow™

Now there’s room to grow™

Quantifying success: how does your EBP practice measure up?

Predictably
profitable

Scalable without
limitations

Generating the most
efficient audit

Maximizing high end
resource productivity

Minimizing voluntary
resource attrition

Updated on industry
standards and regulations

Allowing for expansion
into new practice areas

Makosi's EBP service is the most profitable, scalable, and secure way to conduct EBP audits.

Find out why leading accounting firms of all sizes, including Baker Tilly, CBIZ Marks Paneth, and GRF all choose Makosi for their EBP audits.  

Whatever your EBP needs, we have the solution 

Makosi EBP flex service 

Get the EBP experts you need when you need them. Being completely scalable, it’s the perfect plug-and-play solution for those times you just need extra hands on deck.

Output

Consultant will work to the scope provided by the client

Output

Per hour

Team Structure

Dedicated resource supported by Engagement Manager reporting into the client’s audit team 

Cost Certainity

Can vary based on client need

Training

Handled by the client

Expertise

Client led

Popular

Makosi EBP COE 

A comprehensive, secure service where ou send us your plans and we take care of the rest, delivering Senior Manager and Partner ​review-ready ERISA 103(a)(3)(c) workpaper sets to you that are compliant ​with the DOL and US GAAS.

Output

Senior Manager review ready EBP plans

Rate

Fixed fee per plan

Team Structure

Scalable team of professionals interfacing with client process:

  • Subject Matter Expert
  • Project Managers
  • Innovation Experts
  • Preparers
  • Reviewers

Cost Certainity

Set price per plan

Training

Handled by Makosi

Expertise

Established SME in Center of Excellence

Output

Rate

Team Structure

Cost Certainity

Training

Expertise

Makosi EBP flex service 

Get the EBP experts you need when you need them. Being completely scalable, it’s the perfect plug-and-play solution for those times you just need extra hands on deck.

Consultant will work to the scope provided by the client

Per hour

Dedicated resource supported by Engagement Manager reporting into the client’s audit team 

Can vary based on client need

Handled by the client

Client led

Popular

Makosi EBP COE 

The Makosi Center of Excellence (COE) is a comprehensive, secure service where you send us your plans and we take care of the rest, delivering Senior Manager and Partner ​review-ready ERISA 103(a)(3)(c) workpaper sets to you that are compliant ​with the DOL and US GAAS.

Senior Manager review ready EBP plans

Fixed fee per plan

Scalable team of professionals interfacing with client process:

  • Subject Matter Expert
  • Project Managers
  • Innovation Experts
  • Preparers
  • Reviewers

Set price per plan

Handled by Makosi

Established SME in Center of Excellence

Achieve lasting profitability with the Makosi EBP COE solution

The Makosi EBP COE audit solution is scalable, so whether you have 1 plan or 100 plans, you benefit from:​​

Fixed, low-cost
fees per plan

A skilled experienced
EBP team 

Secure ISO 27001
certified IT environment 

Continuous improvement for
faster, more consistent,
high-quality delivery

We have various EBP COE plans available to suit your firm’s needs. Let’s discuss your perfect solution. 

Learn more

The Makosi COE is the easiest way to get your EBP audits done the way you want

How it works:

01

Scoping

Our team sizes your EBP audits and we quote a fixed-fee price with clear timelines. No overruns are charged.

02

Simple onboarding

We adapt to your audit methodology and way of working and our team is set up securely in your IT environment.

03

Audit execution

We perform the audits and deliver Senior Manager or Partner review-ready ERISA 103(a)(3)(c) workpaper sets that fully comply with US GAAS and DOL rules and regulations.

04

Review & sign-off

We aim to produce workpaper sets requiring minimal final review time before sign-off. The more plans we do, the better we get.

The results add up to success

"Makosi provided the necessary resources needed to service our growing EBP portfolio (10-15 plans in 2023), demonstrating unmatched audit service scalability and efficiency. We were able to achieve 22% business growth thanks to having the freedom and time afforded by Makosi to pursue new business."  

Jennifer McCahill

Partner, CPA | GRF  

“Makosi's process, handling 90% of the audit work, streamlined our reviews and ensured top-quality outcomes.”

Lori Wagnon

Partner | Smith and Howard

"Makosi’s EBP experts, were able to complete 27 EBP audits flawlessly, enhancing our standing with our clients."

Russel Perkins

CPA, Shareholder | THF

“Makosi saved our managers 200 hours, freeing up time to pursue business growth and new ventures.”

Partner

“Makosi elevated us from hourly outsourcing to a strategic, long-term managed solutions service, boosting our efficiency.”

Partner

"Makosi provided the necessary resources needed to service our growing EBP portfolio (10-15 plans in 2023), demonstrating unmatched audit service scalability and efficiency. We were able to achieve 22% business growth thanks to having the freedom and time afforded by Makosi to pursue new business."  

Jennifer McCahill

Partner, CPA | GRF  

“Makosi's process, handling 90% of the audit work, streamlined our reviews and ensured top-quality outcomes.”

Lori Wagnon

Partner | Smith and Howard

"Makosi’s EBP experts, were able to complete 27 EBP audits flawlessly, enhancing our standing with our clients."

Russel Perkins

CPA, Shareholder | THF

“Makosi saved our managers 200 hours, freeing up time to pursue business growth and new ventures.”

Partner

“Makosi elevated us from hourly outsourcing to a strategic, long-term managed solutions service, boosting our efficiency.”

Partner

Let's get started

Explore our other Practice Areas:

External Audit

Our platform offers instant access to the world’s best External Audit professionals, so you can supplement your full-time workforce with skilled Audit Seniors and cover increased workloads at peak times

Learn more

Internal Audit

Makosi professionals assist organizations to accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes.

Learn more

Technical Accounting

Get instant access to a global pool of Technical Accounting professionals allowing clients to handle surge capacity, scale up and down as needed and continue to seize the opportunity to grow their business and keep their people engaged.

Financial Due Diligence

Makosi’s independent advisors specialize in buy-side, sell-side (vendor) and vendor assist financial due diligences, with the assistance of various data analytic tools, giving all parties added insight to make better decisions during the M&A process.

Learn more

IT Audit

Information technology audits determine whether established IT controls protect corporate assets. In the world of constant disruption, the dependence on Information Technology to ensure data integrity has upsurged tremendously.

Learn more

Operational Transaction Services

Get instant access to skilled financial professionals who facilitate pre- and post- merger transactions and understand the business landscape and evolving support functions.

Learn more

Accounting Advisory

Accounting advisors assist business owners in building an effective and efficient finance function with a range of innovative accounting, reporting and analytical services.

Learn more

Valuations

Our specialized valuation team analyzes the key drivers and assumptions that underpin forecasts as well as analyze the related industry and economy. The result? Insight into the business’ micro- and macro-economic environment and an indicative valuation of the subject asset.

Learn more

Employee Benefit Plans (EBP)

Take on your Employee Benefit Plan audits with a scalable and flexible solution to meet your firm's unique needs. It's your choice! Whether you need an individual experienced audit senior or an end-to-end managed service solution, you will get a compliant and cost-effective audit.

Learn more

Not-for-Profit Audit (NFP)

Tired of fighting for resources to deliver high quality work on your most important clients? We know getting the talent you need is a challenge, but it does not need to be. This is where Makosi comes in. Now you can focus on your highest priorities while the Makosi team delivers the highest quality work and meets all the deadlines of your Not-for-Profit audits.

Learn more

Copyright ©Makosi 2024. All rights reserved.