One Partner. Three Specialist Practices.

Whether you’re an insurance company navigating complex actuarial requirements, a technology business preparing for SOC 2, or a growing US company looking for dependable accounting support, Assurion brings specialist expertise together under one roof. Our teams combine deep technical knowledge with practical business experience to help organizations reduce risk, maintain compliance, and build confidence with regulators, investors, customers, and stakeholders.

Expert Advisory

Actuarial Services

Helping insurers, pension funds, corporates, and financial institutions make informed decisions through accurate valuations, regulatory compliance, and specialist actuarial advice.

From employee benefit obligations to complex insurance reporting, our actuarial professionals provide solutions that meet international accounting standards while supporting strategic business decisions.

Employee Benefits

Independent actuarial valuations and advisory services for corporate employee benefit schemes.

We help organizations meet financial reporting requirements while accurately measuring long-term employee obligations.

Gratuity Valuations

ESOP Valuations

Pension Valuations

Leave Encashment Valuations

Other Long-Term Employee Benefits

Insurance & IFRS 17

End-to-end actuarial support for insurance companies implementing and maintaining IFRS 17 reporting.

Whether you are preparing for implementation or optimizing existing reporting processes, our specialists help simplify complex actuarial calculations.

IFRS 17 Implementation

CSM Waterfall Reporting

GGY Axis Modelling

Cash Flow Modelling

Liability Valuations

Financial Reporting Support

Actuarial Consulting

Strategic actuarial advisory services that help organizations quantify risk, improve financial decision-making, and strengthen governance.

Whether you’re evaluating new products, reviewing assumptions, or supporting regulatory reporting, we provide practical actuarial expertise backed by industry experience.

Actuarial Model Development

Experience Studies

Pricing & Product Support

Reserve Reviews

Risk & Capital Analysis

Regulatory Reporting

Precision Insights

Assurance Services

Build trust with customers, investors, and regulators through internationally recognized assurance and compliance programs.

We help organizations demonstrate strong governance, information security, and operational excellence while reducing compliance complexity.

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SOC Reports

Independent attestation services that demonstrate the effectiveness of your internal controls.

Whether your customers require SOC reports or you’re preparing for enterprise sales, we help you through every stage of the engagement.

SOC 1 Type I

SOC 1 Type II

SOC 2 Type I

SOC 2 Type II

SOC 3 Reports

Readiness Assessments

Security & Compliance

Practical advisory services that help organizations achieve and maintain internationally recognized compliance frameworks.

From fast-growing SaaS companies to established enterprises, we help organizations navigate complex regulatory requirements with confidence. 

ISO 27001 Certification

GDPR Compliance

HIPAA Compliance

Information Security Advisory

Risk Assessments

Internal Control Reviews

Internal Audit

Strong internal controls are the foundation of effective governance, regulatory compliance, and sustainable business growth. Our Internal Audit professionals provide independent assessments that help organizations identify operational risks, strengthen control environments, and improve the efficiency of business processes.

Internal Audit Outsourcing & Co-sourcing

Internal Control Reviews

Risk-Based Internal Audits

SOX Readiness Support

Process & Operational Audits

Compliance Audits

Future Ready

US Accounting & Tax

Reliable accounting support for businesses operating in the United States.

From day-to-day bookkeeping to financial reporting and tax compliance, our accounting professionals provide accurate, timely financial information that helps business owners make confident decisions.

Accounting & Bookkeeping

Accurate financial records are the foundation of every successful business. Our accounting and bookkeeping professionals provide reliable, day-to-day financial management that keeps your business organized, compliant, and ready for growth.

Bookkeeping

General Ledger Maintenance

Bank Reconciliations

Accounts Payable

Accounts Receivable

Financial Statements

Cloud Accounting Platforms

Modern businesses need accounting systems that are efficient, secure, and accessible from anywhere. We help organizations implement, optimize, and manage cloud-based accounting platforms that improve financial visibility, streamline workflows, and reduce manual processes.

QuickBooks Online

Xero

Cloud Accounting Migration

Workflow Automation

QuickBooks Desktop

ERP Integration

US Tax & Compliance

Navigating the U.S. tax landscape requires a thorough understanding of federal, state, and local regulations. Our tax professionals help businesses remain compliant while minimizing administrative burden and reducing the risk of costly penalties.

Federal Tax Returns

State Tax Returns

Business Tax Compliance

Payroll Processing

Payroll Tax Filings

Sales Tax Support

Tax Planning

Year-End Compliance

Ready to Strengthen Your Business?

Whether you’re preparing for SOC 2, implementing IFRS 17, or looking for a trusted partner to manage your U.S. accounting and tax obligations, Assurion delivers the expertise, experience, and practical guidance you need to move forward with confidence. Our multidisciplinary team works as an extension of your business, providing tailored solutions that reduce risk, simplify compliance, and support sustainable growth.

Testimonials

Assurion has been a trusted partner in helping us strengthen our compliance framework and improve our financial reporting processes. Their team brought a deep understanding of regulatory requirements while remaining practical and responsive throughout the engagement. From actuarial advisory to assurance and accounting support, they consistently delivered high-quality work that gave us confidence in our operations and reporting

Chief Financial Officer, Mid-Market Financial Services Company

FAQs

What services does Assurion provide?

Assurion offers three core practice areas under one roof: Actuarial Services, Assurance Services, and US Accounting & Tax. Our multidisciplinary team helps organizations navigate financial reporting, regulatory compliance, risk management, cybersecurity frameworks, and accounting obligations with practical, business-focused solutions.

Which industries do you work with?

We support organizations across a wide range of industries, including insurance, financial services, SaaS, fintech, healthcare, manufacturing, professional services, technology, and growing businesses with operations in the United States. Our services are tailored to the specific regulatory and operational requirements of each industry.

Do you work with companies outside the United States?

Yes. While our accounting and tax services are designed for businesses operating in the United States, we also work with organizations across North America, Europe, Asia, and other global markets. Our team supports international companies that need U.S. compliance, financial reporting, or advisory services.

Can you help us prepare for a SOC 2 audit?

Absolutely. We provide end-to-end SOC readiness services, including gap assessments, control design, remediation support, evidence preparation, and guidance throughout the audit process. Whether you’re pursuing your first SOC 2 report or maintaining an existing certification, we help simplify the process.

What types of actuarial services do you provide?

Our actuarial practice supports insurers, pension funds, and corporate organizations with employee benefit valuations, gratuity and ESOP valuations, pension consulting, IFRS 17 implementation, GGY AXIS modelling, CSM waterfall reporting, and broader actuarial advisory services.

Do you provide ISO 27001 certification support?

Yes. We help organizations prepare for ISO 27001 certification through readiness assessments, risk evaluations, policy development, implementation guidance, internal audits, and ongoing compliance support. Our goal is to help you build a sustainable information security management system—not just achieve certification.

What accounting platforms do you support?

Our accounting professionals work with leading cloud accounting platforms, including QuickBooks Online, QuickBooks Desktop, Xero, and other integrated financial systems. We also assist with cloud migrations, workflow automation, and accounting system optimization.

Can you handle both federal and state tax filings?

Yes. Our U.S. accounting and tax professionals prepare and file federal and state tax returns while helping businesses stay compliant with changing tax regulations. We also provide payroll tax support, sales tax assistance, tax planning, and year-end compliance services.

Can I engage Assurion for just one service?

Yes. You can work with us for a single engagement—such as a SOC 2 assessment, an actuarial valuation, or tax filing—or choose to combine services across our three practice areas. Many clients appreciate having one trusted partner that can support multiple aspects of their business as their needs evolve.

What makes Assurion different from other consulting firms?

Unlike firms that specialize in only one discipline, Assurion brings together Actuarial, Assurance, and US Accounting under a single team. This integrated approach reduces the need to coordinate multiple advisors, improves communication, and delivers practical solutions that address financial, compliance, and operational challenges holistically.

How do I get started?

Getting started is simple. Schedule an initial consultation with one of our specialists to discuss your business objectives, current challenges, and compliance requirements. We’ll recommend a tailored approach and outline the next steps to help your organization move forward with confidence.

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