Your audit in four stages

1. 01

   Kick-off

   GET STARTED

   • Engagement letter and independence
   • Timeline and key contacts
   • Request list (PBC) shared

   From you

   Signed letter, a main point of contact, first documents

   →
2. 02

   Planning and walkthroughs

   UNDERSTAND AND ASSESS

   • Learn your business, systems and controls
   • Walk through key processes, like sales, cash and payroll
   • Assess risks and set our audit plan

   From you

   Discovery and process calls with your team, system access or reports

   →
3. 03

   Testing

   FIELDWORK

   • Sample selections and supporting documents
   • Bank and third-party confirmations
   • Analytics and follow-up questions

   From you

   Support for our selections, answers to questions

   →
4. 04

   Conclusions and communication

   WRAP-UP AND REPORT

   • Proposed adjustments reviewed with you
   • Letter on internal control matters
   • Summary for management and the board
   • Audit report issued

   From you

   Review of adjustments, signed representation letter

Get ready before kick-off

Having these ready is the biggest thing you can do to speed up your audit.

• Trial balance and general ledger for each period
• Bank, credit card and loan statements
• Cap table, SAFEs and convertible notes
• Key contracts: customers, vendors, leases and debt
• Payroll reports
• Prior financial statements and tax returns, if any