Financial Statement Audits
An independent opinion on your financial statements for the lenders, investors, sureties, and boards who rely on them.
What's included
- Audit opinion on your financial statementsPrepared under generally accepted auditing standards, on GAAP or another framework your users accept.
- Internal control observationsPractical recommendations communicated to management and those charged with governance.
- Coordination with your usersWe can talk directly with your lender, surety, or board about timing and requirements.
Who it's for
Privately held companies whose loan covenants, investors, sureties, or ownership agreements require audited statements.
How it works
- Scoping callWe review who's requesting the audit, your deadline, and your accounting system.
- Engagement letter and feeA fixed scope, timeline, and fee before work begins.
- Planning and request listOne organized list of what we need, delivered up front.
- FieldworkTesting, confirmations, and walkthroughs, on site or remote.
- Report and debriefDraft review with you, final report, and a debrief on what we found.
Common questions
How long does an audit take?
It depends on your size, your records, and how quickly requests are answered. Most first-year audits take several weeks from planning to report. Tell us your deadline at the start and we'll plan backward from it.
We've never been audited. What should we expect?
A first-year audit takes more setup, especially for opening balances. We'll walk you through the process and give you a request list early so your team can prepare.
Not sure which service you need?
Tell us who's asking for the report and why. We'll tell you what fits and what it will cost.