• Call us: (303) 665-8060
  • Email: info@kfinancial.com
Schedule Consultation
kfinancial.com
  • Home
  • About KFi
    • Team Page
  • Services
    • Advisory Services
    • SOC Reports
    • Employee Benefit Plan Audits
    • Our Audit Approach
    • Audit and Attest Services
  • SOC Resources
  • Careers
  • Contact
  • Blog

Halloween Craft and Pizza Party with Roundup Fellowship

  • 19 Oct 2012
  • jkfin
  • Uncategorized
  • No comment

The K Financial team hosted a Halloween craft and pizza party today with 32 incredible artists from Roundup Fellowship (and their counselors). Roundup Fellowship is an organization that serves people with developmental disabilities. The amazing people we spent the afternoon with are adults with varying levels of disabilities who are part […]

Tax and Compliance Issues for 401(k) Plans

  • 05 Oct 2012
  • jkfin
  • Employee Benefit Plans
  • No comment

The AICPA Employee Benefit Plan Audit Quality Center has published a useful document to provide Center members with a general understanding of the tax and compliance requirements for 401(k) plans that are subject to the reporting requirements under the Employee Retirement Income Security Act of 1974 (ERISA). As we approach the […]

Breakfast Burrito Festival at Urban Peak

  • 31 Aug 2012
  • jkfin
  • Uncategorized
  • No comment

The K Financial Foundation hosted another great event at the Urban Peak this morning. We are now officially known as the Burrito Guys. Daniel picked up 50 breakfast burritos at Santiagos and we also brought in loads of bananas, apples, granola bars, juice and other goodies. The Foundation also purchased all […]

Mount Saint Vincent Home Baseball Bash

  • 03 Aug 2012
  • jkfin
  • Uncategorized
  • No comment

Earlier this week the K Financial team took 10 awesome kids from Mount Saint Vincent Home to watch the Rockies get pummeled by St. Louis. Before the game we had a pizza party with the kids at Old Chicago. They were very excited to have sodas for dinner (which normally is […]

K Fi Team Completes 2nd Annual 14er Expedition

  • 11 Jul 2012
  • jkfin
  • Uncategorized
  • No comment

Our fearless 14er expert, Lonny Leinweber, led the K Fi team on its 2nd annual 14er extravaganza. Lonny chose Mt Quandry for our July 3, 2012 hike. His research indicated that the “standard” route was rather dull, so he took us on the more exciting route up Quandry, which included some […]

Employee Benefit Plan Internal Controls

  • 27 Jun 2012
  • jkfin
  • Employee Benefit Plans
  • No comment

The AICPA Employee Benefit Plan Audit Quality Center has published a very useful Plan Advisory entitled “The Importance of Internal Controls in Financial Reporting and Safeguarding Plan Assets”.  The document begins with general background information that might put you to sleep, but then moves into more interesting topics such as “How […]

K Fi Foundation Hosts Bingo and Clay Party at Children’s Hospital

  • 04 Jun 2012
  • jkfin
  • Uncategorized
  • No comment

On June 4, 2012, the K Financial Foundation hosted another fun event at the Kidney Center in the Children’s Hospital. We brought in many different varieties and colors of art clay and helped the kids have a little fun while they were getting their dialysis treatment. The kids generally come in […]

K Fi Foundation Hosts Breakfast for Homeless Youth Job Fair

  • 04 Jun 2012
  • jkfin
  • Uncategorized
  • No comment

On May 25, 2012 the K Financial Foundation hosted another successful event at one of our favorite venues – Urban Peak in downtown Denver. The K Fi Team provided and served 70 breakfast burritos and tons of fruit and juice to homeless youth who were attending a job fair later in […]

Cash Disbursement Controls – Best Practices

  • 16 May 2012
  • jkfin
  • Uncategorized
  • No comment

One of the best ways to reduce the risk of fraud is to improve internal controls over cash disbursements. We have helped dozens of companies strengthen controls in this area. Based on this experience, we have assembled a list of the most common and effective cash disbursement controls.  You can access […]

Mt. Saint Vincent Home Pizza Bowl

  • 19 Apr 2012
  • jkfin
  • Uncategorized
  • No comment

The K Fi Foundation organized the 5th annual Mt. Saint Vincent Home Pizza Bowl this evening.  We hosted 10 awesome kids from MSV, ate lots of pizza and depreciated the Fat Cats bowling alley more than the average party with our sub-par bowling skills.

1 … 13 14 15 … 17

SOC Resources

View our free SOC Audit resources.

Download Management Review Memo Sheet

Download Vendor Management Policy Guidelines

Download SDLC and Change Management Policy Checklist

Download Code of Business Conduct Example

Recent Posts

  • What is an Agreed-Upon Procedures Engagement? February 24, 2025
  • 401(k) or Employee Benefit Plan Audit Planning and Resources January 31, 2025
  • Identifying Critical Vendors for SOC Reporting December 12, 2024
  • Sampling Guidance for SOC Reports September 13, 2024
  • SOC 2 Pro Tip: Protecting Linux from Viruses and Malware August 9, 2024

Categories

  • 401k Audit
  • COSO Framework
  • Cyber Security
  • Employee Benefit Plans
  • ERM
  • Foundation Events
  • Fraud
  • K Financial Foundation
  • Kfi News
  • SOC Audits
  • SOC Reports
  • Uncategorized

Tags

401(K) Audit Charity Consulting COSO Kfi Team SOC White Paper
Email Us
Ph: (303) 665-8060
Fax: (303) 665-0813
940 Main St. Louisville, CO 80027

kfi-logo-retina

Our focus is on delivering the greatest value possible for our clients.

 

©2025 K Financial. All Rights Reserved.
Website Design by HIVE Strategy.

Services

Audit and Attest

Advisory Services

Our Audit Approach

Employee Benefit Plan Audits

System and Organization Controls (SOC) Reports

Recent Posts

  • What is an Agreed-Upon Procedures Engagement?
  • 401(k) or Employee Benefit Plan Audit Planning and Resources
  • Identifying Critical Vendors for SOC Reporting
  • Sampling Guidance for SOC Reports
  • SOC 2 Pro Tip: Protecting Linux from Viruses and Malware
  • Home
  • Blog
  • Home