• Review financial records for accuracy and completeness
• Ensure proper fund and grant tracking
• Prepare schedules and supporting documentation
• Identify and addressing potential issues in advance
• Organize records for easy auditor access
• Strengtheni internal controls where needed

• A clear understanding of your audit readiness
• Confidence that your records are accurate and complete
• Fewer surprises during the audit process
• A smoother, more efficient audit experience

• Nonprofits preparing for an upcoming audit
• Organizations with new grants or increased funding
• Teams that want to feel more confident and organized
• Anyone who wants to avoid last-minute stress

✔ Document checklist + review
✔ High-level readiness assessment
Starting at 950

✔ Detailed review + cleanup guidance
✔ Document organization + schedules
✔ Ongoing support leading up to audit
Starting at 1500 

✔ Answer auditor questions
✔ Provide documentation support
✔ Liaison between you and auditor
Starting at 500 

Many clients pair this with a Financial Integrity Review to ensure everything is fully aligned before the audit begins.