Audit Preparation & Coordination

Ensure your next audit is smooth, stress-free, and successful. We help nonprofit organizations get fully prepared for external audits by organizing records, gathering required documentation, and acting as a liaison with auditors.

Let us handle the details so you can stay focused on your mission.

Included Services:

• Organize and reconcile financial records
  Ensure all accounts are up to date and properly categorized.

• Prepare required audit documentation
  Includes trial balances, general ledger, bank statements, and supporting schedules.

• Ensure internal consistency and accuracy
  Review financial reports for discrepancies or missing data prior to auditor review.

• Assist with PBC (Prepared by Client) list
  Collect and submit documentation requested by your auditor.

• Communicate directly with auditors
  Serve as the main point of contact to answer questions and provide documentation.

• Support audit-related journal entries
  Help book adjusting entries recommended by auditors post-review.

• Provide financial insights for management and board
  Summarize key audit findings or financial trends upon request.