About Lindquist CPA

We turn our knowledge into value for our clients and their communities.

Our Mission 

Lindquist LLP is a professional firm providing audit, accounting, compliance and consulting services to our clients. As a recognized industry leader in expertise and quality, we work with a range of clients to solve their specialized needs.

Our goal is to always deliver the highest level of client service with integrity and objectivity, and to turn our knowledge into value for our clients and their communities


Why Lindquist?

We draw upon our experience with thousands of accounting and auditing engagements to give you the benefit of best practices we’ve learned and offer valuable guidance that can increase the efficiency of your operations. Our experience also means Lindquist engagement teams hit the ground running, minimizing involvement of your staff and reducing disruption to your daily operations.

As a recognized industry leader, we’re committed to providing outstanding client service, making the most-qualified members of our staff part of your engagement team, working professionally and efficiently with everyone involved with your business, and delivering the highest-quality services at a competitive price.


More Services, More Offices, Same Commitment to Quality

Lindquist LLP was founded in 1975 in the San Francisco Bay Area to provide certified public accounting services to employee benefit plans, labor organizations and not-for-profit entities. We have expanded our offerings to include the wide range of services listed below, and have grown our client base to include corporations and individuals. We have also added offices, and now serve clients nationally from offices in the San Francisco, Seattle, Portland, Los Angeles and Chicago metropolitan areas.

Our firm was built on a commitment to doing the highest-quality work for our clients. We continue to offer unparalleled expertise and experience to help them grow and thrive, no matter how challenging the economic or regulatory environment.

Expert Guidance

 


Long-Term Relationships

We get to know your business and partner with you to provide on-site, thorough, expert guidance to help your team identify potential issues before they become major problems. Our attention to detail, combined with superior client service, is why clients have been with us for more than 30 years.

 


Trusted Business Advisors

We are always available to meet with you, and believe that our hands-on approach and constant communication allow us to be trusted advisors on a wide range of business-related matters. Whether we’re updating our software and data protection capabilities or adding value to your organization through our management recommendation letters, client seminars and e-newsletters, we want to exceed your expectations and help your organization reach its potential.
 


Quality Assurance and Continuous Improvement

Our quality control practices differentiate us from other firms. To minimize the risk of error and deliver a reliable, quality result, every engagement we perform undergoes a multi-tiered review. We have quality-control review partners who perform separate technical reviews of all deliverables and exempt-organization returns.  

We continuously evaluate and enhance our guidance materials, practice aids and professional development programs. For our certified and payroll compliance staff, we provide 50 to 80 hours of continuing professional education per year. Programs include in-house experts, professional society seminars, and expert guest speakers. 

Our quality assurance team monitors the websites of the IRS, DOL, AICPA, FASB, IFEBP and Federal Register daily and distributes current items affecting our niches as they become available.
 


Industry Leadership 

We are active in the International Foundation of Employee Benefit Plans (IFEBP), the Western Pension and Benefits Council, and state CPA societies. The partners and certified managers of our firm are all members of the IFEBP; several have served as speakers and moderators at the Accounting and Auditing Institute, Collection Procedures Institute, and Annual Conference, and have been involved in the IFEBP Professionals’ Committee. Members of our management team have also spoken at continuing professional education programs of the California Society of Certified Public Accountants, Illinois Society of Certified Public Accountants, and the Indiana Society of Certified Public Accountants.

 


Peer Review 

Lindquist is a member of the Employee Benefit Plan Audit Quality Control Center of the AICPA. To be a member of the Quality Center, our firm meets specific guidelines in the areas of training, quality control and self-monitoring. As such, Lindquist participates in the AICPA's peer review program. Lindquist has receiving a rating of pass (formerly known as an unmodified opinion) with no letter of comment on all of its peer review reports. This is the highest possible rating on peer review. We would be happy to provide a copy of our most recent peer review report upon request. 

 

Net Promoter Score: 83.5%!


Lindquist LLP—“Best of Accounting” 

We’re committed to providing the best possible service and the best experience possible for our clients. To assess how successful we are in doing that, we engage an independent third party to conduct a satisfaction and loyalty survey of our clients and other professionals we work with regularly.

In the most recent survey, we earned a Net Promoter Score (NPS®) of 83.5%, which is on par with some of the most admired companies in the world. For our outstanding score, Lindquist LLP was awarded a “Best of Accounting” designation by Inavero, the survey administrator. We see the award as evidence that we go beyond saying we’re committed to exceptional service—our clients tell us we’re actually delivering it.

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Our Wide Range of Services

  • Audits, reviews and compilations
  • Payroll compliance audits
  • Claims audits and administration reviews
  • Forensic Accounting
  • Litigation Support

Other services we have extensive experience in include:

  • Business valuations
  • Office of Management and Budget (OMB) Circular A-133 audits
  • Assistance in responding to regulatory agency inquiries (Internal Revenue Service, Department of Labor)
  • Accounting and bookkeeping support
  • Preparation of government forms
  • Assistance with political contribution reporting
  • Agency fee calculations (Fair share / Beck / Hudson / Financial core audits
  • Guidance / filing for tax-exempt status
  • Operating and capital budgeting
  • Financial forecasting and estimations
  • Internal control reviews
  • Financial systems audits
  • Consulting

Our Mission 

Lindquist LLP is a professional firm providing audit, accounting, compliance and consulting services to our clients. As a recognized industry leader in expertise and quality, we work with a range of clients to solve their specialized needs.

Our goal is to always deliver the highest level of client service with integrity and objectivity, and to turn our knowledge into value for our clients and their communities


Why Lindquist?

We draw upon our experience with thousands of accounting and auditing engagements to give you the benefit of best practices we’ve learned and offer valuable guidance that can increase the efficiency of your operations. Our experience also means Lindquist engagement teams hit the ground running, minimizing involvement of your staff and reducing disruption to your daily operations.

As a recognized industry leader, we’re committed to providing outstanding client service, making the most-qualified members of our staff part of your engagement team, working professionally and efficiently with everyone involved with your business, and delivering the highest-quality services at a competitive price.


More Services, More Offices, Same Commitment to Quality

Lindquist LLP was founded in 1975 in the San Francisco Bay Area to provide certified public accounting services to employee benefit plans, labor organizations and not-for-profit entities. We have expanded our offerings to include the wide range of services listed below, and have grown our client base to include corporations and individuals. We have also added offices, and now serve clients nationally from offices in the San Francisco, Seattle, Portland, Los Angeles and Chicago metropolitan areas.

Our firm was built on a commitment to doing the highest-quality work for our clients. We continue to offer unparalleled expertise and experience to help them grow and thrive, no matter how challenging the economic or regulatory environment.


Our Wide Range of Services

  • Audits, reviews and compilations
  • Payroll compliance audits
  • Claims audits and administration reviews
  • Forensic Accounting
  • Litigation Support

Expert Guidance

 


Long-Term Relationships

We get to know your business and partner with you to provide on-site, thorough, expert guidance to help your team identify potential issues before they become major problems. Our attention to detail, combined with superior client service, is why clients have been with us for more than 30 years.

 


Trusted Business Advisors

We are always available to meet with you, and believe that our hands-on approach and constant communication allow us to be trusted advisors on a wide range of business-related matters. Whether we’re updating our software and data protection capabilities or adding value to your organization through our management recommendation letters, client seminars and e-newsletters, we want to exceed your expectations and help your organization reach its potential.
 


Quality Assurance and Continuous Improvement

Our quality control practices differentiate us from other firms. To minimize the risk of error and deliver a reliable, quality result, every engagement we perform undergoes a multi-tiered review. We have quality-control review partners who perform separate technical reviews of all deliverables and exempt-organization returns.  

We continuously evaluate and enhance our guidance materials, practice aids and professional development programs. For our certified and payroll compliance staff, we provide 50 to 80 hours of continuing professional education per year. Programs include in-house experts, professional society seminars, and expert guest speakers. 

Our quality assurance team monitors the websites of the IRS, DOL, AICPA, FASB, IFEBP and Federal Register daily and distributes current items affecting our niches as they become available.
 


Industry Leadership 

We are active in the International Foundation of Employee Benefit Plans (IFEBP), the Western Pension and Benefits Council, and state CPA societies. The partners and certified managers of our firm are all members of the IFEBP; several have served as speakers and moderators at the Accounting and Auditing Institute, Collection Procedures Institute, and Annual Conference, and have been involved in the IFEBP Professionals’ Committee. Members of our management team have also spoken at continuing professional education programs of the California Society of Certified Public Accountants, Illinois Society of Certified Public Accountants, and the Indiana Society of Certified Public Accountants.

 


Peer Review 

Lindquist is a member of the Employee Benefit Plan Audit Quality Control Center of the AICPA. To be a member of the Quality Center, our firm meets specific guidelines in the areas of training, quality control and self-monitoring. As such, Lindquist participates in the AICPA's peer review program. Lindquist has receiving a rating of pass (formerly known as an unmodified opinion) with no letter of comment on all of its peer review reports. This is the highest possible rating on peer review. We would be happy to provide a copy of our most recent peer review report upon request. 

 

Net Promoter Score: 83.5%!


Lindquist LLP—“Best of Accounting” 

We’re committed to providing the best possible service and the best experience possible for our clients. To assess how successful we are in doing that, we engage an independent third party to conduct a satisfaction and loyalty survey of our clients and other professionals we work with regularly.

In the most recent survey, we earned a Net Promoter Score (NPS®) of 83.5%, which is on par with some of the most admired companies in the world. For our outstanding score, Lindquist LLP was awarded a “Best of Accounting” designation by Inavero, the survey administrator. We see the award as evidence that we go beyond saying we’re committed to exceptional service—our clients tell us we’re actually delivering it.


Other services we have extensive experience in include:

  • Business valuations
  • Office of Management and Budget (OMB) Circular A-133 audits
  • Assistance in responding to regulatory agency inquiries (Internal Revenue Service, Department of Labor)
  • Accounting and bookkeeping support
  • Preparation of government forms
  • Assistance with political contribution reporting
  • Agency fee calculations (Fair share / Beck / Hudson / Financial core audits
  • Guidance / filing for tax-exempt status
  • Operating and capital budgeting
  • Financial forecasting and estimations
  • Internal control reviews
  • Financial systems audits
  • Consulting