Audit-Ready Review • Nonprofits & Research Organizations
Know what needs attention before your audit.
Understand your prepared-by-client (PBC) readiness: compare existing supporting schedules for all significant account balances with one agreed trial balance, identify documentation gaps, and prioritize preparation.
$750 standard review · Defined scope · PBC preparedness summary & 30-minute virtual findings discussion
Request Your Audit-Ready ReviewWho this is for
Audit preparation with unanswered questions.
For nonprofit and research leaders preparing for an audit who want to understand whether existing schedules for significant accounts are available, organized, and agree with the trial balance.
The review helps you identify potential readiness gaps within an agreed scope so you can decide what needs closer attention.
What you receive
Findings you can understand and use.
- A PBC preparedness summary.
- A significant-account schedule-to-trial-balance agreement matrix.
- Documentation gaps and preparation priorities.
- One 30-minute virtual findings discussion.
What we examine
The support behind your financial records.
One agreed trial balance
Identify all significant account balances for one agreed reporting date.
Existing supporting schedules
Compare totals on existing schedules, including receivable and payable agings, with the corresponding significant trial-balance balances.
PBC documentation
Consider an existing auditor PBC request list, if available, and identify missing or incomplete schedules.
Preparation priorities
Document unmatched totals and missing support so your team knows what needs attention.
Review scope and exclusions
This defined-scope PBC preparedness consulting service does not verify underlying balances or provide assurance. It is not an audit, financial statement review engagement, or attestation service. It does not guarantee audit success or that every auditor request will be satisfied; your auditor may request additional information.
The review does not include balance verification, internal-control evaluation, transaction testing, preparation or correction of schedules, bookkeeping cleanup, grant remediation, policy rewrites, implementation, ongoing accounting support, unlimited follow-up questions, full transaction testing, review of every bank transaction, full account reconciliation, journal entry preparation or correction, comprehensive internal-control testing, full grant compliance testing, or audit representation or communication with auditors. It does not provide an audit opinion or assurance.
Expanded analysis, corrective work, or additional support requires a separate engagement and advance written approval.
What Happens Next?
1. Tell Us What's on Your Mind
Complete the short service request form below. You don't need to know exactly what the problem is or have all the answers.
2. Let's Have a Conversation
You'll receive an email confirming your request, along with a link to schedule a complimentary 30-minute conversation. We'll discuss your organization's needs and determine whether this service is the right fit.
3. We'll Recommend the Next Step
Once we've confirmed that this review meets your organization's needs, we'll provide an engagement agreement outlining the services included in your $750 review.
4. Share Your Documents Securely
Once your engagement is accepted, you'll receive a document request checklist and a secure upload link specific to your service.
No financial documents are required when submitting your initial request.
A closer look can reveal a larger question
When a grant balance needs more explanation.
A conditional-grant case illustrates how missing supporting schedules can point to a revenue-recognition issue. A focused review can identify questions that deserve attention before an audit.
Read the conditional-grant case study →An optional starting point
Still exploring what deserves attention?
Our complimentary assessment can help you reflect on your organization’s current practices and identify questions worth discussing.
Explore the complimentary Audit Risk Assessment →How It Works
1.Request Your Review
Complete the short request form below.
2.Complete the Intake
After submitting your request, your browser opens the Audit-Ready Review intake form for download. Complete the intake form to tell us about your organization, your concerns and what you want the review to address.
3.We Review Your Information
We review the information provided to confirm that the standard Audit-Ready Review is appropriate for your organization.
4.Receive Your Document Request
You'll receive access to your Audit-Ready Review client information packet, including the document request list and upload instructions, along with your secure document upload link.
5.Submit Your Documents
Upload the requested information through your secure Pennies Count upload folder.
6.We Conduct the Review
Pennies Count performs the defined Audit-Ready Review using the information provided once all documents received
7.Receive Your Findings
You'll receive your Audit-Ready Review findings and prioritized recommendations, followed by a leadership debrief.
AUDIT READY REVIEW
Not Sure Whether You’re Audit-Ready?
You don't have to wait for your auditor to tell you. Complete the form below!
