Audit & Financial Readiness • Nonprofit & Research Organizations

Face your next audit with a clearer picture.

Know what is supported, what is still unresolved, and where preparation needs attention—before the audit is underway.

Pennies Count helps your team examine financial records, reconciliations, reporting, and documentation, then organize the work needed to strengthen readiness.

Let’s Talk It Through

Complimentary 30-minute conversation. Confidential and judgment-free.

When audit season feels uncertain

What still needs attention?

  • Prior-year findings remain unresolved.
  • Reconciliations or supporting schedules are incomplete.
  • Documentation is difficult to locate or explain.
  • An accounting transition has left unanswered questions.
  • Growth or new funding has made reporting more complex.

A practical place to begin

Make the gaps visible.

We take a structured, forensic-minded look at the financial information and processes behind your records. The engagement focuses on the areas most relevant to your organization and upcoming audit.

You gain a clearer understanding of unresolved items, missing support, and preparation priorities so your team can address them with purpose.

Where we help

Stronger support behind the numbers.

Financial records & reconciliations

Examine account balances, unusual activity, inconsistencies, and key balance sheet reconciliations to identify items needing explanation or support.

Schedules & documentation

Identify gaps in supporting records and financial schedules, and help organize information needed for the audit process.

Control concerns & prior findings

Consider process weaknesses and prior audit findings that may affect readiness, with attention to responsibilities, documentation, and unresolved issues.

Audit preparation & coordination

Help your team organize requested information, track preparation items, and clarify financial questions that need attention before or during the audit.

Prepared for your financial environment

Different operations. The same need for supportable records.

Nonprofit organizations

Prepare financial schedules and supporting documentation in environments shaped by programs, contributions, restricted funding, and board reporting needs.

Research organizations

Connect award activity, allocations, billing, reconciliations, and financial reporting to the documentation supporting your research portfolio.

20+ years in nonprofit accounting · Master’s in Forensic Accounting · Prior nonprofit audit experience

How we work together

From uncertainty to a preparation plan.

1. Understand

Discuss the audit timeline, prior findings, team capacity, and areas creating concern.

2. Examine

Agree on the scope and examine selected records, schedules, reconciliations, and documentation.

3. Prepare

Clarify priorities and agree on any additional preparation support your team needs.

This is preparation and advisory support. It does not replace your external audit, provide an audit opinion, or guarantee an audit result. Management retains responsibility for the records and decisions.

Choose your starting point

A first look or a focused review.

Need broader or ongoing preparation support? We’ll discuss the scope that fits your organization.

What’s on your mind?

You don't have to know what the problem is to start the conversation.

Bring the unresolved finding, the missing schedule, or the worry about whether your records are ready. We’ll start by listening.

Let’s Talk It Through

Complimentary 30-minute conversation.
Confidential and judgment-free.