Audit Document Preparation
Send us your auditor's list. We gather and organize the documents and reports from your books, so you can hand them over with confidence.
What we prepare
Everything that comes from your books, in the order your auditor asked for it.
- Reports for each account the auditor asks about
- Bank and card statements matched for the dates requested
- Receipts and invoices for the transactions they pick
- Notes on how entries were recorded
- Everything organized to match the auditor's list
We don't perform audits or give an opinion on your accounts. The auditor does that.
How it works
Step 1
Send us the list
Forward the auditor's document request.
Step 2
We pull what we can
We prepare everything that comes from your books.
Step 3
You fill the gaps
We tell you what only you can provide, like contracts.
Step 4
You hand it over
You get an organized folder to send to the auditor.
Audit questions
Do you perform audits?
No. The audit is done by your auditor. We prepare and organize the documents they ask for, so you're not scrambling to find them.
Do I need to be a monthly client?
No, but it helps, because we already know your books. If your books are behind, we may need to catch them up first so the documents are accurate.
What kinds of audits can you help with?
Any audit where the auditor needs documents from your books, such as audits requested by a lender, investor, grant provider or your board. Tell us about yours on the call.
Other services
Catch-up Bookkeeping
Behind on your books? We bring every month up to date and fix past mistakes.
Monthly Bookkeeping
Every transaction recorded, every account matched and a clear report each month.
Year-End Package for Your CPA
Clean books and the documents your CPA needs, ready for tax time.
Have an audit coming up?
Book a free call. We'll look at where your books are and tell you how we can help.