Description: A comprehensive review of your financial records, processes, and documentation to determine if your business is prepared for an audit.

Price Range: $1,000+ (one-time)

What We Provide:

• Review of financial records and supporting documentation

• Identification of gaps, risks, and audit issues

• Internal control evaluation

• Prioritized action plan to prepare for audit

Description: A detailed review of your financials before the audit begins to identify and correct issues early.

Price Range: $1,000+ (one-time)

What We Provide:

• Review of P&L, Balance Sheet, and Cash Flow

• Reconciliation checks and tie-outs

• Identification of inconsistencies or errors

• Adjusting journal entry recommendations

• Clean, audit-ready financial statements

Description: Preparation and organization of all documents and schedules required by auditors.

Price Range: $1,000+ (project-based)

What We Provide:

• Preparation of supporting schedules (AR, AP, fixed assets, etc.)

• Documentation of key balances and transactions

• Audit request list (PBC) management

• Organized document repository

• Coordination of deliverables

Description: We act as the primary point of contact between your business and the auditors—handling communication, requests, and follow-ups.

Price Range:

• Per audit: $1,000+

• Ongoing Support: $200+ per hour (as needed)

What We Provide:

• Direct communication with auditors

• Management of audit requests and timelines

• Coordination of responses and documentation

• Assistance during audit fieldwork

Description: Assessment and improvement of your internal controls to meet audit expectations and reduce risk.

Price Range: $1,000+ (one-time)

What We Provide:

• Internal control assessments

• Identification of control weaknesses

• Recommendations for improvements

• Documentation of control processes

• Alignment with audit requirements

Description: Ensuring your financial statements comply with applicable accounting standards (GAAP).

Price Range: $2,000+ (project-based)

What We Provide:

• Accounting policy analysis

• Identification of non-compliance issues

• GAAP compliance documentation

• Revenue recognition, lease, accrual, and other technical accounting areas

• GAAP financial statement review

• Recommendations and adjustments

Description: Support in addressing issues or findings identified during the audit.

Price Range: $500+ (depending on scope)

What We Provide:

• Analysis of audit findings

• Development of corrective actions

• Adjustment entries and documentation

• Communication with auditors

• Resolution tracking

Description: Improving your financial processes to make future audits smoother and more efficient.

Price Range: $1,000+ (project-based)

What We Provide:

• Process review and redesign

• Month-end close improvements

• Reporting structure enhancements

• Documentation improvements

• Workflow optimization

Description: Preparing your financials and documentation for external review in transactions, investments, or acquisitions.

Price Range: $2,500+ (project-based)

What We Provide:

• Financial cleanup and organization

• Supporting schedules and documentation

• Data room preparation

• Financial Q&A support

• Coordination with external parties

Description: Continuous support to ensure your business remains audit-ready year-round.

Price Range: $500+ per month

What We Provide:

• Ongoing financial review and guidance

• Internal control monitoring

• Pre-audit preparation throughout the year

• Advisory on accounting and reporting issues

• Continuous improvement recommendations