Company Performance Metrics
Agentic CPA provides CPA services through an AI-first operating model focused on accounting, assurance, and governance work. The firm delivers audit and specialized assurance engagements, review and compilation services, tax compliance and advisory, and accounting and financial reporting advisory. It supports organizations with internal controls,
risk and governance, service organization controls and SOC reporting, and digital assets and emerging technology matters. Agentic CPA also offers AI governance and advisory services, including responsible use frameworks, shadow AI risk assessment, and controls over AI-enabled workflows. In addition, the firm provides execution support for CPA firms and internal audit teams, offering documentation capacity, AI-enabled workflows, and support for internal control documentation, testing, evidence readiness, and reporting preparation.
