What is Audit Prep — and Do You Really Need It?
If the word “audit” makes you tense up, you’re not alone. But for many businesses and nonprofits, an audit isn’t just inevitable — it’s necessary. Audit prep is the process of getting your financial house in order before auditors arrive, so the audit goes smoothly, quickly, and (relatively) painlessly.
What Does Audit Prep Include?
Audit prep services are about ensuring:
Your accounts are reconciled and accurate
Financial documentation is organized and accessible
Policies and internal controls are documented and followed
Any prior audit findings have been addressed
Your team knows what to expect when working with auditors
I don’t perform audits — that’s your external auditor’s job — but I help clients prepare so they’re not caught off-guard by requests, questions, or gaps in their records.
Why Prepare in Advance?
Reduce auditor time and fees — organized books = faster audit
Avoid surprises — flag errors before they become issues
Demonstrate accountability — to your board, funders, or investors
Who Benefits from Audit Prep?
Nonprofits facing annual audits for compliance or funding
Businesses preparing for lender, investor, or regulatory reviews
Teams with new finance leadership or outdated processes
Anyone who had a stressful audit and doesn’t want a repeat
Want a less painful audit experience?
Let’s get your books, policies, and documentation audit-ready — so the process is smoother for you, your team, and your auditors.
Contact me to get audit-ready today
