Auditing
Dr. Jan PetersenDr. Petersen Audit and TaxThoroughly audited. Clearly explained.
I audit the annual and group accounts of mid-sized companies, carry out special audits and give tax advice to companies and their shareholders. With a small team, short lines of communication and a permanent audit lead.
- 4.819 reviews on ProvenExpert
- Years in statutory audit
- 20+
- Own practice since
- 2016
- Audit engagements per year
- 40+
- Qualified professionals on the team
- 3
Services
Tax and figures that work for you
From ongoing bookkeeping to the annual tax return: you keep the overview, and we take care of the deadlines.
Book an introductory meetingStatutory audit
Statutory audits of medium-sized and large corporations and of entities such as the GmbH & Co. KG (sections 316 et seq. HGB), as well as voluntary audits for banks and shareholders.
Group audit
Audits of group financial statements under the HGB, focusing on consolidation, intra-group transactions and coordination with the auditors of subsidiaries.
Special audits
Formation, contribution in kind, merger and conversion audits, as well as audits under the Brokers and Property Developers Ordinance (MaBV).
Business valuation
Valuations for succession, changes of shareholders and restructurings in line with the IDW S 1 standard.
Tax advice
Tax returns, tax planning and support during tax audits for companies and shareholders, where compatible with an audit engagement.
Reviews and attestations
Reviews of interim financial statements and attestations, for example for funding bodies or lenders.
Focus areas
Who we work for
A selection of the matters clients bring to us.
- Family businesses
- Groups with a holding company
- Mechanical and plant engineering
- Property developers
- Foundations and associations
- Municipal companies
- Subsidiaries of international groups
How we work
How we audit
We audit on a risk-oriented basis in line with the IDW auditing standards. We focus on the areas where misstatements would be likely and material, and tell you early on what we need from you.
Planning in autumn
Preliminary meeting and audit planning before the balance sheet date, so the audit fits your actual risks.
Clear request lists
You receive a list of the documents we need in good time, each with a contact person and a date.
Independence
Before accepting any engagement we check for possible grounds for exclusion under sections 319 et seq. HGB and document the result.
Permanent audit lead
The same team every year, so that knowledge about your company is retained.
Data analytics
Where it makes sense, we analyse posting data with analytics software in addition to sampling.
Clear closing meeting
We explain findings and recommendations before the report is final, including for supervisory boards.
About us
Independent audits, clear reporting
After studying in Frankfurt and completing my doctorate in Mannheim, I spent eleven years at an audit firm in Frankfurt, most recently as audit lead for mid-sized groups of companies. In 2016 I founded my own practice in the Westend district.
We audit family businesses, groups with a holding company, property developers, foundations and municipal companies in the Rhine-Main region. The same team audits every year, and we resolve questions during the audit, not only at the closing meeting.
Before accepting an engagement, we check our independence. Where we act as statutory auditor, we do not take on tasks that are incompatible with that role, such as bookkeeping or preparing the financial statements.
- Annual and group audits
- Permanent audit lead
- Fixed-price quote after first meeting
- Audits in German and English
Dr. Jan PetersenPublic auditor, tax adviser
Career
2004Diplom-Kaufmann (business degree), Goethe University Frankfurt
2005Start in statutory audit
Audit assistant at an audit firm in Frankfurt am Main
2008Doctorate (Dr. rer. pol.), University of Mannheim
Dissertation on group accounting in mid-sized companies
2010Appointed tax adviser
2013Appointed public auditor
2016Own practice in Frankfurt
Registered as a statutory auditor in the professional register of the Chamber of Public Accountants
2022Mira Schäfer joins the team
Public auditor and tax adviser, focusing on foundations and municipal companies
Our guiding principle
A good audit brings no surprises at the closing meeting. We have discussed everything material beforehand.
How we work
How we get started together
Preliminary meeting
60 minutes, free of charge: company, structure, deadlines and independence. Afterwards you receive a fixed-price quote.
Appointment and engagement
The shareholders appoint the auditor (section 318 HGB), and management issues the audit engagement.
Audit
Interim audit, stocktake observation and final audit on fixed dates, with a shared request list.
Report and opinion
Closing meeting, audit report and audit opinion, followed by support with publication.
Our team
Who will look after you
Dr. Jan Petersen
Public auditor, tax adviser
Leads the annual and group audits and signs the audit opinions. Focus on family businesses and groups of companies.
Education & admissions
- Dr. rer. pol., University of Mannheim
- Public auditor since 2013
- Tax adviser since 2010
- Member of the Chamber of Public Accountants and the Hesse Chamber of Tax Advisers
Mira Schäfer
Public auditor, tax adviser
Lukas Novak
Tax adviser, audit manager
Client testimonials
What our clients say
„The audit was well prepared: the document list arrived in good time, and the findings were explained clearly at the closing meeting.“
K. M.Managing director, family-owned engineering companyReview on ProvenExpert „Since we switched, we have had the same contacts every year. That saves us a lot of coordination during the closing phase.“
S. T.Head of finance at a group of companiesReview on ProvenExpert „Clear explanations, including for volunteer board members who are not accounting experts.“
A. R.Board member of a charitable foundationReview on ProvenExpert
About these reviews: the quotes come from public reviews on the platforms named and are shown with their authors’ consent. We do not check whether every review was written by someone who actually used our services.
Fees
Fees & flat rates
Agreed flat rates and clear quotes, so you can plan what you spend on advice.
All prices are net, plus 19% VAT. There is no fee schedule for statutory audits: the fee is based on the work involved and may depend neither on the audit result nor on other engagements (section 55 WPO). Tax advice is billed under the Tax Advisers' Remuneration Ordinance (StBVV).
Preliminary meeting on the audit engagement
60 minutes
Followed by a fixed-price quote
0 €
Statutory audit of a medium-sized GmbH
per year
Fixed price after the preliminary meeting, depending on scope and organisation
ab 9.500 €
Group audit
per year
Depending on the number of entities and the scope of consolidation
ab 18.000 €
Hourly rate, public auditor
per hour
For special audits, valuations and expert opinions
210 €
FAQ
Frequently asked questions
Your question is not listed? Feel free to give us a call.
When does our GmbH require a statutory audit?
Medium-sized and large corporations and entities such as the GmbH & Co. KG require an audit. A company is medium-sized if it exceeds at least two of three thresholds on two consecutive balance sheet dates: total assets of €7.5 million, revenue of €15 million, an annual average of 50 employees (section 267 HGB).
Can you handle our taxes and audit us at the same time?
Partly. Anyone who kept the books or helped prepare the financial statements may not audit them (section 319 (3) HGB). Tax advice is compatible with the audit in many cases. We clarify what is possible in your case before accepting the engagement.
Who appoints the auditor?
For a GmbH, the shareholders appoint the auditor for each financial year (section 318 HGB). The engagement is then issued by management or, where one exists, the supervisory board. The auditor should be appointed before the end of the financial year.
How long does an audit take?
For a medium-sized GmbH, usually two to four weeks of audit work, split between an interim audit in autumn and the final audit after the balance sheet date. Well-prepared documents noticeably shorten the time.
By when do the annual accounts have to be published?
No later than twelve months after the balance sheet date, with the company register (section 325 HGB). For companies subject to audit, the audit opinion is included. We schedule the audit so that there is enough time for the shareholders to approve the accounts.
Can we change our auditor?
Yes, the auditor is appointed anew for each financial year. Switching is easiest if we talk early in the financial year. We coordinate the handover with the previous auditor.
How to find us
Office hours & directions
| Day | Time |
|---|---|
| Monday | 08:30 AM – 05:30 PM |
| Tuesday | 08:30 AM – 05:30 PM |
| Wednesday | 08:30 AM – 05:30 PM |
| Thursday | 08:30 AM – 05:30 PM |
| Friday | 08:30 AM – 02:00 PM |
| Saturday | Closed |
| Sunday | Closed |
Appointments by arrangement, also at your company. From January to May we are often on site with clients, so please arrange meetings in advance.
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Dr. Petersen Audit and TaxBockenheimer Landstraße 66, 60323 Frankfurt am Main, Germany
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Tell us about your matter
Call us or write to us. We will get back to you within one working day and tell you how to proceed.
- Phone+49 69 1234 5680
- Emailkanzlei@petersen-wp.example
AddressBockenheimer Landstraße 66, 60323 Frankfurt am Main