Audit Prep Services

Go into your audit confident, prepared, and ready. Audit season doesn't have to be stressful. We do the heavy lifting so you can focus on your mission — and walk into the room ready for anything.

Experienced Partners in Your Corner

Auditors want to see accurate, complete financial statements and supporting documentation — and they want to find them in good order. Getting there takes real work: reconciling accounts, preparing schedules, coordinating with your CPA or tax preparer, and making sure your books are audit-ready.

We work exclusively with nonprofits, which means we already speak your language. Fund accounting, restricted revenue, grant compliance, Form 990 — these aren't things we have to learn on your dime. We understand what your auditors are looking for, and we know how to get you there efficiently and confidently.

Our audit prep engagements are hands-on, not advisory. We roll up our sleeves and work alongside your team to get the job done right — leaving you better organized, better documented, and better positioned than when we started.

End-to-End Audit Prep

You have enough on your plate. Let us manage the logistics and burden of audit preparation so you can stay focused on the real work.

Here's a representative range of what we take on:

Documentation & Workpapers

  • Preparing workpapers and schedules for your auditor

  • Coordinating all necessary financial documents

  • Organizing support for transactions and account balances

  • Reviewing financial statements for GAAP compliance

Internal Controls & Compliance

  • Reviewing and strengthening internal control policies

  • Implementing segregation of duties and risk procedures

  • Setting up your accounting system for grant audit requirements

  • Implementing auditor recommendations from prior years

  • Updating your vendor list and other financial records

Year-End Close & Reconciliation

  • Performing your year-end close process

  • Bank and credit card reconciliations

  • Reconciling balance sheet accounts

  • Clearing outstanding items and prior-year adjustments

  • Reviewing and resolving bookkeeping backlogs

Coordination & Communication

  • Working directly with your auditor on your behalf

  • Responding to auditor requests and open items

  • Coordinating with your tax preparer on Form 990

  • Briefing your Executive Director and board leadership

  • Providing ongoing status updates throughout the process

A Foundation for Long-Term Financial Health

When you partner with us, you're not just checking a compliance box — you're building a stronger financial foundation. Here's what sets our approach apart:

Nonprofit-Exclusive Expertise

We work with nonprofits and only nonprofits. Fund accounting, restricted net assets, grant reporting — none of this requires an explanation on our end. We're already fluent.

Your Auditors Will Thank You

Auditors consistently tell us that organizations we've prepped for are among the most organized they work with. That means faster fieldwork, fewer open items, and a smoother audit experience for everyone.

Up-to-Date, Accurate Records

We don't just get you ready for the auditor — we make sure your entire team is working from current, accurate information. Clean books benefit you long after the audit wraps up through better reports and good financial decisions.

Stronger Controls, Less Risk

We review your existing policies and help align them with best practices for segregation of duties, asset safeguards, risk assessment. Good controls protect your organization year-round, not just at audit time.

Full-Service Communication

We handle the back-and-forth directly — with your auditor, your tax preparer, and your leadership team. You stay informed without getting buried in requests and emails.

Knowledge That Stays With You

We document what we do and why we do it. When we're done, your team knows more than when we started — and you're better prepared for every future audit.

Signs It’s Time to Call Us

You’ve never done this before.

Your nonprofit has crossed the revenue threshold that triggers an audit requirement. You want to get it right from day one and build habits that will serve you for years.

Your last audit had issues.

You received findings or management letter comments you haven't fully addressed. You want to walk into this year's audit with those gaps closed — not reopened.

Your books need catching up.

Reconciliations are months behind, or your records are inconsistent. You need focused, skilled help to get everything in order before the auditors arrive.

Your team is stretched too thin.

Audit prep takes real time, and your finance staff is already managing more than they can handle. Bringing in extra capacity now prevents costly delays and mistakes later.

You’ve had recent finance turnover.

A key finance team member recently departed, and institutional knowledge walked out the door with them. We can step in to reconstruct, organize, and prepare — even mid-cycle.

You’re facing a single audit.

You've crossed the federal expenditure threshold that triggers a Single Audit under the Uniform Guidance. The stakes are high and the requirements are specific but we know them well.

Frequently Asked Questions

  • No — we don't provide audit, tax, or attestation services. The audit itself is performed by your CPA firm. What we do is take the lead on preparing you for it: engaging with your auditors, getting your books in order, and doing the hard work that makes the whole process go more smoothly. We're happy to point you to the right professionals if you need an auditor.

  • It means we do the heavy lifting so your team doesn't have to. We guide the audit process, engage directly with your auditors, reduce the pain and frustration that audit season typically brings, and make sure you're set up for smoother audits in the years ahead. Unlike a consultant who advises from the outside, we're embedded in your organization — attending meetings, managing the process, and owning the day-to-day coordination.

  • Great question — and the answer depends on what your organization needs right now. Audit prep support is often a focused, project-based engagement tied to a specific audit cycle. Our Fractional CFO services are designed for nonprofits that need ongoing, part-time financial leadership. Interim Financial Management steps in when you need an experienced embedded leader during a transition. Many organizations use a combination of these services at different points in their lifecycle — we're happy to think through what makes the most sense for you.

  • Every engagement is scoped to what your organization actually needs, so the cost depends on the scope of work. Your first consultation is free — that's the best place to start. We'll get a sense of where you are, what needs to happen before your audit, and what a realistic engagement would look like. No pressure, no surprises.

  • Absolutely — that's exactly what the free consultation is for. Whether you're trying to figure out if you need help, what kind of help you need, or just want a second set of eyes on your situation, we're glad to talk it through. We'd rather have an honest conversation than sell you something you don't need. Click “contact us” at the top of the page to schedule a quick conversation.