Financial Statement Audit Prep
We help your team prepare the schedules, reconciliations and documents your independent auditor will request.
Walk into fieldwork organised, with the requested support ready to go.
Built for owners who…
Businesses with an upcoming audit by an independent CPA firm
Finance teams short on time ahead of fieldwork
Companies that found their last audit took longer than planned
Owners who want the audit process to be smoother and more predictable
What we do together
- Review of your auditor's request list (prepared-by-client list)
- Preparation of supporting schedules and account reconciliations
- Organisation of supporting documents in a shared folder
- Follow-up of open items before fieldwork
- Status tracker for each requested item
- Support during fieldwork to answer auditor questions on schedules we prepared
What you receive
- Completed schedules and reconciliations
- Organised document folder
- Request list status tracker
- Open items log
How it works
Purchase
Check out and share the auditor's request list.
Plan
We agree responsibilities and deadlines with your team.
Prepare
We prepare schedules and gather documents.
Support
We support your team through fieldwork.
Common questions
Do you perform or sign off the audit?
No. Your independent auditor performs the audit and issues any opinion. KFMB Consulting is not a CPA firm and does not provide assurance.
Can you work with any audit firm?
Yes. We work alongside the audit firm you have engaged.
When should we start?
Ideally six to eight weeks before fieldwork.
Is there a limit on schedules?
The fixed fee covers a standard small-business request list; unusually large requests are quoted separately.
How do I pay?
Payments are processed securely by Stripe. This is a single one-time payment.
What is your refund policy?
Please read our Refund & Returns Policy before purchasing.
Financial Statement Audit Prep — $2,497
Walk into fieldwork organised, with the requested support ready to go.
KFMB Consulting provides financial advisory, management and bookkeeping support. We are not a CPA firm, we do not perform audits or issue audit opinions, and nothing on this page is tax, legal or investment advice. Outcomes depend on your business and the decisions you make.