Audit Preparation Services

Before an audit, your financial statements must be complete, accurate, and well organized. Our team performs a thorough financial statement assessment and analysis, checking for inconsistencies, errors, and missing documentation.

• Review balance sheet, income statement, and statement of cash flow
• Identify and correct discrepancies before auditors do
• Evaluate and assess the accuracy and completeness of financial records
• Advise on best practices for organized and enhanced documentation, resulting in process efficiencies during an audit

Auditors expect businesses to follow Generally Accepted Accounting Principles (GAAP). We ensure your financial statements meet all required GAAP standards, minimizing audit risk and ensuring credibility.

• Identify areas where GAAP compliance may be lacking
• Implement necessary adjustments to financial reporting
• Provide guidance on proper revenue recognition and lease accounting (high audit risk areas)
• Help you maintain consistent and transparent financial reporting

Internal controls are useful in preventing fraud, detecting errors and misstatements, and providing accurate financial reporting. By utilizing our internal control review services, you can be confident that the control processes both implemented and evaluated can withstand auditor scrutiny, resulting in audit efficiencies and robust practices that shield your organization from improper reporting.

• Assess existing internal controls for effectiveness
• Identify weaknesses that could trigger audit concerns
• Recommend improvements to safeguard financial data
• Implement best practices to prevent fraud and errors

Auditors look for risks, discrepancies, and compliance issues. Our Risk & Compliance Assessment helps you identify potential red flags before they become major problems.

• Evaluate financial records for inconsistencies or noncompliance
• Identify and mitigate potential audit risks
• Ensure financial reporting follow regulatory guidelines
• Hel you implement corrective actions to reduce risk

Unreconciled account balances are highly scrutinized by auditors given the lack of reliability provided in the reported balance. Our team can provide detailed account reconciliations, which will be substantiated by key documentation such as current period statements and other financial records, to provide confidence in the final reported balances. 

• Reconcile key balance sheet accounts that are material to the organization or carry a heightened-level of auditor scrutiny
• Verify that transactions are properly recorded
• Detect and correct errors before the audit begins
• Ensure financial data consistency across reports

Our team has served as controllers, auditors, and advisors across multiple industries. We bring practical insights that make a meaningful impact.

Clients receive financial statements that are understandable, decision-ready, and aligned with business goals.

We design reporting processes that reduce errors, strengthen decision making, and give leadership confidence in their numbers.

We work directly with owners, bookkeepers, and external teams to ensure reporting is accurate, timely, and fully aligned with expectations.