Your first audit is coming, last year’s audit ran late, or a complex transaction has your team unsure how to account for it. Strong audit readiness means the auditors find reconciled accounts, documented judgments and statements that follow US GAAP. We help you get there before fieldwork starts.
Auditors ask for the same core things every year: reconciled balance sheet accounts, a clean trial balance, support for significant estimates, and written analysis of complex transactions. When those are not ready, audits run long, fees go up and adjustments pile up at the end.
We help organizations across Northern Virginia, the Washington DC area and Virginia close that gap. The work can be a one-time readiness project before a first audit, or ongoing technical accounting support when new standards or unusual transactions arise.
Technical accounting questions often come from ordinary business events: signing a new office lease, adding a multi-year customer contract, issuing equity to employees, taking on new debt or buying another company. Each can change how amounts are measured and disclosed under US GAAP. A short written analysis at the time of the transaction saves a long discussion at year end.
We compare your records and close process to typical audit requests.
You receive a ranked list of gaps and a timeline to fieldwork.
We draft technical memos and help resolve complex accounting questions.
Reconciliations, schedules and draft statements ready before fieldwork.
We help your team answer auditor questions during the audit.
We understand what auditors look for because audit is one of our core services. That perspective helps us focus readiness work on what matters, and explain technical accounting in plain terms your team and board can follow.
If you need the audit itself, see our financial statement audits and reviews. Independence rules mean we cannot both prepare your statements and audit them in many cases, and we will tell you which role fits.
Ideally several months before year end, and even earlier for a first audit. Opening balances, accounting policies and documentation for past transactions often need work that cannot be rushed. Starting early also lets you fix issues in the books instead of explaining them to the auditors under deadline pressure.
A trial balance that ties to the financial statements, reconciliations for every significant balance sheet account, support for key estimates such as reserves and accruals, contracts behind major revenue and lease arrangements, and documents for unusual transactions. If those are ready on day one, fieldwork moves faster and audit fees tend to stay under control.
Yes. We can prepare a technical memo on a specific transaction, such as a new office lease, a multi-year customer contract, an acquisition or new debt. The memo explains the accounting under US GAAP, the judgments involved and the disclosures needed, and gives your auditor a clear starting point for discussion.
Independence rules limit this. An auditor cannot prepare the records it will audit or make management decisions. If we are your auditor, some readiness services are not permitted, and we will tell you exactly which. If we are not your auditor, we can work alongside your team and coordinate with whoever is.
No. We support your team on reporting and complex accounting so they can keep up with daily work. Management remains responsible for the financial statements and all decisions. Many organizations use us for the year-end push and for specific technical questions, while their own staff handle the rest.
In a 30-minute consultation we will discuss your audit timeline, last year’s issues and the accounting questions on your mind.
When a lender, funder, board or agency needs to rely on your numbers, we give them an independent answer they can trust. Financial statement audits and reviews, nonprofit audits, Single Audits, Yellow Book audits, agreed-upon procedures and 401(k) plan audits, each scoped to the requirement in front of you.
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