Comprehensive Financial Audit Assistance Services
We provide end-to-end support throughout the audit lifecycle delivering reviewer-ready files that adhere to GAAS and PCAOB standards. The demand for high-quality audit and assurance services has reached a record high, yet the talent pool for auditors remains at a critical low. Our specialized audit support services act as a technical extension of your team, handling the heavy lifting of the audit file so your senior auditors can focus on high-risk areas and client relationships.
Cost Reduction
GAAS Compliant
Review Ready
Comprehensive Service Delivery
Detailed breakdown of our Audit & Assurance expertise and deliverables.
📚Pre-Audit Engagement Support
- •Rolling forward the previous year's electronic audit files in software like CaseWare, AdvanceFlow, or CCH Axcess
- •Drafting Engagement Letters and Independence Confirmations for the audit team
🧮Materiality & Risk Identification
- •Calculating Overall Materiality and Performance Materiality based on the chosen benchmark (e.g., Total Assets or Revenue)
- •Preparing Planning Analytics (Flux Analysis) to identify significant account balances and unusual trends
- •Documenting the "Understanding of the Entity" and identifying fraud risk factors
👥PBC (Provided by Client) Management
- •Creating and managing a detailed PBC Checklist to track document status and follow up on missing items
Proven Implementation
We follow a rigorous methodology to ensure your Audit & Assurance transition is effortless and effective.
Engagement Setup & Planning
We roll forward prior year audit files, calculate materiality benchmarks, prepare planning analytics with flux analysis, and create comprehensive PBC checklists to track document status.
Substantive Testing
Our team performs vouching and tracing procedures, manages confirmation processes, conducts inventory price testing, reviews bank reconciliations, and searches for unrecorded liabilities.
Control Testing & Documentation
We document process walkthroughs, identify key controls, test operating effectiveness, and report control deficiencies following GAAS standards.
Finalization & Delivery
We draft full disclosure financial statements per US GAAP, complete disclosure checklists, perform tie-out procedures, index and cross-reference all workpapers, and prepare management letters.
The Audit & Assurance
Advantage
40–50% Reduction in Labor Costs
Eliminate the financial strain of high base salaries and peak-season overtime. Our model maximizes the profitability of every engagement by lowering cost-per-audit.
Reclaimed Staff Efficiency
Stop wasting senior talent on vouching, tracing, and confirmation tracking. Offloading junior-level tasks allows your onsite team to focus on high-risk areas and professional judgment.
Infinite Seasonal Bandwidth
Bypass the hiring bottleneck. We provide immediate, unlimited capacity, giving you freedom to accept complex new engagements during busy season without burning out your internal team.
Reviewer-Ready Workpapers
Mitigate fatigue-based errors with our multi-tier review system. Every file is prepared by a specialist and verified by a senior manager to meet strict GAAS and PCAOB standards.
Frictionless, Secure Workflow
We work directly in your existing audit software—whether it's CaseWare, CCH Engagement, or AdvanceFlow—to ensure a secure, digital environment with real-time project visibility.
Driving performance through
strategic financial leadership.
Frequently Asked Questions
Detailed answers to the most common questions regarding our Audit & Assurance services.