Audit execution support that fits your firm’s methodology—so you can deliver clean files, consistent compliance, and on-time reporting.
This keeps control where it belongs, while removing execution bottlenecks.
Workpaper preparation aligned to your audit methodology and templates
Lead schedules, rollforwards, tie-outs, and documentation completion
Drafting GAAP disclosure support packs (based on your firm’s standards)
Testing documentation packs and tracking (sampling, confirmations, evidence logs)
Internal control documentation, walkthrough support, and control testing evidence packs
AUP evidence packs and findings summaries (objective documentation for your review)
Forecasts and projections workpaper support (prep, review packs, variance support)
IRS and sales tax audit support packs (document pull, summaries, draft inputs)
Review note clearance support with clear change logs
Final file organization and archiving for inspection readiness
Engagement planning, risk assessment, and final strategy
Client communication and judgement calls
Final review, conclusions, and issuance/sign-off
Engagement scope, pricing, and relationship management
We confirm your engagement mix, methodology, templates, and deadlines.
We set up folders, naming conventions, role-based access, and trackers for clean handoffs.
We prepare workpapers, testing packs, tie-outs, and keep documentation current.
We turn review notes quickly, track open items, and maintain version control.
We help clear remaining items and finalize documentation for inspection-ready files.
We align to your templates, tickmarks, and review standards so your team doesn’t spend time “fixing format.”
Strong tie-outs, complete evidence packs, and clear change logs reduce review friction and rework.
Audit and assurance work is only as strong as documentation. We focus on consistency and file readiness.
We help your team handle volume spikes while keeping deliverables steady and reviewable
Audit files include sensitive client data, so security is built into how we operate. We follow secure access principles, controlled data handling, and process discipline aligned to CPA firm expectations.
(If you want, we can share our security overview during the fit call.)
We’ll review your audit methodology, engagement mix, tools, deadlines, and current bottlenecks.
You get a breakdown of what we handle vs what stays with your firm, plus an onboarding checklist.
We begin with a defined set of engagements (or one lane like testing packs/lead schedules), then expand once the workflow is stable.
No. Your firm retains planning, judgment, client communication, and final sign-off. We support execution and documentation so your team can review and conclude faster.
Yes. We prepare disclosure support packs and documentation aligned to your firm’s standards for reviewer approval.
Yes. We support audits, reviews, compilations, AUP documentation, internal audits, internal control reviews, and benefit plan engagements.
We operate with a security program aligned to CPA firm expectations, supported by SOC 2 (applied), ISO 27001 (certified), and GDPR (applied) controls.
