Audit Support & Audit Preparation

Overview

What we deliver

We prepare the schedules, reconciliations, and evidence your external auditors expect under US GAAP, IFRS, or UK FRS, and we manage the PBC process.

External audits go faster when the workpapers are ready before fieldwork begins. We act as an extension of your finance team, building the prepared-by-client schedules, reconciliations, and lead sheets that auditors request, and tying every balance back to the underlying ledger. Our team has worked across US GAAP, IFRS, and UK FRS 102 audits with both national and Big Four firms. We help with revenue cut-off testing, lease and ROU calculations, deferred tax, equity rollforwards, share-based payments, and the technical memos auditors review. We also manage the PBC tracker, chase open items, and respond to auditor queries so your controller can focus on close. The result is fewer adjustments, fewer late nights, and a cleaner opinion. Book a Call to scope your next audit support engagement.

Fit Check

Built for teams like yours

Who it's for

Controllers and CFOs preparing for audit
First-time audit clients
Groups with multiple statutory audits
PE-backed companies under tighter scrutiny
Finance teams short on capacity at year-end

Pain points we solve

Last-minute scramble for schedules
Repeated auditor queries on the same items
Large unrecorded adjustments at year-end
Weak documentation behind estimates
Audit timeline slipping past board deadlines

What's included

Capabilities

Everything we cover in this engagement.

PBC list management and tracking
Lead sheets and account reconciliations
Revenue and cut-off testing schedules
Lease accounting under ASC 842, IFRS 16, FRS 102
Deferred tax and provision workpapers
Share-based payment and equity rollforwards
Technical memos on judgmental areas
Auditor query response coordination

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Readiness review

We assess current workpapers against expected auditor requests.

02

Plan and tracker

We agree owners, dates, and a single PBC tracker for the engagement.

03

Build workpapers

We prepare schedules, reconciliations, and supporting memos tied to the ledger.

04

Audit fieldwork support

We respond to queries, source evidence, and update workpapers as needed.

05

Close out

We document final positions and capture lessons for the next cycle.

What you get

Deliverables & outcomes

What you get

Complete PBC binder
Lead sheets for every material account
Reconciliations to trial balance
Technical memos on key estimates
Updated lease and equity schedules
Auditor query log and responses

Outcomes you can expect

Shorter audit fieldwork
Fewer adjusting journal entries
Cleaner opinion and management letter
Lower auditor fees from rework
Stronger documentation for future audits

Timeline

4 to 10 weeks depending on audit size

Engagement

Monthly retainer, Project, Sprint

Tools we use

Excel, Caseware, Suralink, Inflo, NetSuite, Sage Intacct

KPIs we track

PBC completion rate, audit adjustments, fieldwork days, query response time, fee variance

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

Our old site was a Frankenstein of three previous agencies. We gave them a hard launch date tied to a trade show and they actually hit it. 47 templates, full product catalog migration, no broken redirects on go-live day. Our previous vendor missed the same deadline twice. This time my phone stayed quiet on launch morning.

Marcus L.

Proof