Audit & Assurance

BKD provides assurance solutions to a variety of clients, including standalone for-profit; not-for-profit and governmental organizations providing skilled nursing, assisted living and independent living services; Life Plan Communities (CCRC); and some of the largest for-profit and not-for-profit chain providers in the country.

Our clients finance their operations through a variety of methods, including bonds and various federal loan programs with both the United States Department of Agriculture and the U.S. Department of Housing and Urban Development (HUD).

Our risk-based approach allows us to efficiently tailor our audit programs to serve your unique needs. Our experience provides valuable insight into the risk areas you face, such as:

Employee Benefit Audits

BKD audits more than 1,200 employee benefit plans a year, helping clients with complex and specialized accounting, financial reporting, tax (plan qualification) regulations and legal requirements. Auditor expertise is especially critical in this area because the U.S. Department of Labor (DOL) scrutinizes the filed annual reports and can fine the plan administrator for deficiencies in the audited financial statements. DOL also can review the audit workpapers for adherence to professional standards.

Jon Unroe


Camille Lockhart


Kevin Pahud


Front Porch Communities and Services

“BKD adds value beyond the routine audit. Our audit partner suggested a creative way to structure a potential contractual arrangement in connection with a financing opportunity we’re exploring. BKD also identified a potential opportunity to enhance care plans for our Medicare patients, while improving our Medicare skilled nursing reimbursement. BKD provides examples of best practices in improving internal controls and other areas, while balancing these suggestions with the reality of a relatively lean staff.”

— Mary Miller, Chief Financial Officer
Front Porch Communities and Services
Burbank, California

Shell Point Retirement Community

“BKD has surpassed our previous auditor in terms of knowledge in the CCRC industry. CCRCs have a lot of special issues, and BKD is up-to-date with these issues. Having access to someone on the AICPA expert panel has helped us stay on top of important changes affecting our industry.”

— Tim Lochridge, Vice President of Finance & Chief Financial Officer
Shell Point Retirement Community
Fort Myers, Florida

Swiss Village

“Swiss Village’s first year audit transition to BKD was a pleasant and smooth experience. The BKD audit process was different from our prior firm, and the team and engagement director were accessible, responsive and onsite when needed to discuss issues and concerns.”

— Roger D. Young, Vice President of Finance
Swiss Village
Berne, Indiana

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