Hurry
Save up to $12k per EBP plan
AREAS OF EXPERTISE
Employee Benefit Plan
(EBP) Audits
Transform your EBP audit practice into a profitable growth engine
EBP audits don't have to be a drain on time, talent, and profitability. Makosi's fixed-fee model eliminates cost overruns, providing savings of $7K-$12K per plan while optimizing margins and improving audit quality. Our scalable, technology-driven approach leverages automation, advanced methodologies, and industry-leading processes to keep firms ahead of the curve.
By continuously investing in innovation and best-in-class tools, we empower firms to efficiently manage EBP audit workloads without straining internal teams or making big uncertain technology investments - enhancing both profitability and audit excellence.
Why Firms Choose Makosi for EBP Audits
Combining industry-leading technology, methodology & processes with our specialized
skilled EBP talent — creating unmatched efficiencies, you'll benefit from:
People
A Specialized Team With Deep EBP
Expertise
With the Makosi EBP COE you get a specialized EBP team with deep EBP expertise.
Our EBP experts focus exclusively on EBP audits, ensuring the right skills are aligned to the right components of the EBP audit process. They navigate common client issues and technical complications with ease.
Process
Proprietary Process & Standardized
Approach
We optimize planning with structured timelines, centralized communication, and streamlined project management, meaning firms can start and complete audits earlier.
Our standardized approach ensures efficiency, while we deliver fully executed workpaper sets, ready for final review.
Technology
Industry-Leading Tech, Automation, & Data Security
Our blended tech stack integrates proprietary software and industry-leading tools to automate workpaper completion, streamline workflows, and provide real-time status dashboards. All data is managed in a secure, ISO 27001-certified environment for maximum data security.
Benefit from consistent profitability thanks to our proven fixed fee per plan model.
The earlier you file, the more you save.
Maximize Profitability & Strengthen Audit Quality with Makosi's EBP COE Talk to Us
Achieve Higher Profitability
With a cost-effective fixed fee, save between $7k - $12k per plan, driving higher profit margins and providing you with more certainty in your practice.
Grow Your Top Line
Stop turning away work. Take on more EBP audits without resource strain, while increasing your margins.
Improve
Quality
Specialized EBP experts plus best-in-class processes & tech means higher accuracy, consistency, and compliance.
Focus Your
Talent
Free up your FTEs for business development and high-margin work.
How it works:
Our service commitment delivers fully executed ERISA 103(a)(3)(c) EBP workpaper sets that:
- Are ready for final review
- Comply with US Generally Accepted Accounting Principles (GAAP) and the Department of Labor (DOL) rules and regulations
Makosi handles the 'heavy lifting', while empowering your teams to focus on evaluating the findings and making key audit determinations.
Plan scoping & timelines
Simple onboarding
Audit execution
Your final review and sign off
DON'T JUST TAKE OUR WORD FOR IT
What Our Clients Say
Makosi elevated us from hourly outsourcing to a strategic, long-term managed solutions service, boosting our efficiency.
Makosi's process, handling 90% of the audit work, streamlined our reviews and ensured top-quality outcomes.
The Makosi team was great to work with, extremely knowledgeable and professional.
Makosi's team did a great job staying on top of the plans, keeping us up to date with progress and produced high quality audits with minimal review comments.
Wayne Kaplan
Retired Managing Partner, Grant Thornton
Seth Gordon
Engagement Manager
Seth is a Chartered Accountant and former EY audit manager, with 4+ years of external and digital audit experience. With his varied industry experience gained on multinational audits in the manufacturing, real estate and technology sectors, Seth is able to thrive in high-pressure, deadline-driven environments, where he helps our audit teams successfully deliver on challenging and complex audits.
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Transform your EBP audit practice
Ready to build your dream team? Reach out to Makosi today and let's start creating a tailored solution to meet your business needs.
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