
FAQs
A CPA audit is an independent examination of your financial statements performed by a licensed Certified Public Accountant. The purpose is to confirm that your financial records are accurate, reliable, and presented usually in accordance with GAAP. The result is an official audit opinion that lenders, investors, and regulatory agencies can rely on.
Audit is commonly required when:
* A lender requests audited statements
* A grant application requires financial verification
* A state agency requires audited financials
* A board or investor asks for independent assurance
* A business is preparing for funding or expansion
If you are unsure whether an audit is needed, we can help you assess it during a consultation.
Most audits require:
* Trial balance for the audit period
* Bank statements
* Accounts receivable and payable listings
* Payroll reports or payroll registers
* Proof of loans and debt obligations
* Documentation for major purchases
* Prior financials (if available)
Your deliverables typically include:
* Audited financial statements
* Independent CPA audit opinion
* Required disclosures and notes
* Final package in PDF format (ready to submit)
* Management recommendations if applicable
You simply schedule a consultation call.
* Confirm your financial period
* Review your documentation status
* Determine readiness
* Provide pricing and onboarding steps
An engagement letter is then issued to begin the audit.

Take the next step toward clarity and compliance.
We’ll walk you through the process, prepare your financials and help you meet state and funder requirements on time.
Start Your Audit Process
