Audit Preparation Assistance

The word “audit” can make any business owner nervous. But it doesn’t have to be a nightmare.

Whether you’re getting audited by a government agency, prepping for a financial review, or your nonprofit has a grantor asking for backup—we help you get ready, stay calm, and move through the process without scrambling.

Our Audit Preparation Assistance service is built to take the stress out of the situation. We organize your numbers, clean up the records, and make sure you’ve got the answers ready.

Why Businesses Get Audited

Not all audits are bad. Some are routine. Some are required (like for larger nonprofits). Others happen because:

• Something doesn’t line up on a tax return

• You got flagged for payroll or sales tax issues

• You received grant or investor funding

• You’re applying for a loan or going through due diligence

• A government agency (IRS, DOL, state tax board) wants a deeper look

Whatever the reason, we help you handle it the smart way.

What We Do

We take a full look at what the audit is asking for, then help you pull together exactly what’s needed—nothing more, nothing less.

Our audit prep services include:

• Reviewing your books for red flags

• Cleaning up past transactions and misclassifications

• Organizing documentation (invoices, receipts, contracts)

• Reconciling accounts (bank, credit card, loans)

• Preparing clean financial statements

• Creating audit-ready reports and summaries

• Helping you respond to auditor questions

• Acting as your point of contact (if needed)

We’ll make sure your records are airtight before anyone comes looking.

For All Types of Audits

We’ve helped with:

• State and local tax audits

• Nonprofit audits and grant reviews

• Lender-required financial audits

• Internal reviews for potential business sales

• Investor and due diligence prep

If someone’s asking for detailed records, we’ll help you get everything in line.

Why This Matters

Audits are stressful when you’re not prepared. But when you’ve got organized books and clear answers, it’s just paperwork.

We’ve had clients:

• Reduce audit scope because their books were so clean

• Avoid penalties from simple fixes we caught in time

• Respond confidently to questions with reports already in hand

One nonprofit in Memphis needed to show grant spending by program for the past year. Their records were a mess. We cleaned it up, sorted expenses by class, and gave them a report the funder called “the best they’ve ever seen.”

What You Need

We work with whatever you’ve got:

• QuickBooks, Xero, or spreadsheets

• Receipts and invoices (digital or paper)

• Payroll reports

• Bank and credit card statements

• Grant or funding documents

• Tax filings and prior returns

Even if things are messy—we’ll sort it out.

Seattle-Based. Supporting Businesses Nationwide

We’re based in Seattle, and help businesses in Portland, Memphis, and across the U.S. Whether your audit is local, state, federal, or internal—we’ve got your back. Most prep work is remote, and we stay with you through the entire process.

Let’s Make the Audit Less Scary

Getting audited isn’t fun—but it doesn’t have to wreck your week. We’ll help you get organized, fix what’s wrong, and face it with confidence.

Flat-rate support. Real guidance. Zero panic.