🌟 NONPROFIT AUDIT‑READY FINANCIAL REVIEW
A forensic review to help you enter audit season calm, clear, and confident.
• Delivered Within 5 Business Days
⭐ AUDIT‑READY REVIEW
A focused, forensic snapshot to help you enter audit season calm, clear, and confident.
What This Is
A fast, controller‑grade financial review designed specifically for nonprofits preparing for annual audits, monitoring visits, or board reporting.
This is not a cleanup.
This is a clarity tool that shows you exactly where your risks, gaps, and inconsistencies are hiding.
Who It’s For
• Nonprofits who want to be audit-ready
• Organizations preparing for their first audit
• Teams experiencing turnover or inconsistent bookkeeping
• Executive Directors who want clarity before auditors arrive
• Nonprofits unsure whether their books are audit‑read
What’s Not Included
To keep this service fast and affordable, this review does not include:
• Cleanup or corrections
• Reconciliations
• Grant analysis
• Policy rewrites
• Ongoing support
• Unlimited questions
• Implementation
This is a diagnostic, not a cleanup service (which we do offer separately).
Why Nonprofits Choose This Review
• Fast clarity
• Affordable insight
• Actionable recommendations
• No judgment
• Perfect pre‑audit step
This downloadable summary outlines every component of the review so you can make an informed decision with confidence.
What’s Included
✔ Forensic Review
A focused review of the areas auditors look at first.
✔ One‑Page Findings Summary
Clear, direct, and easy for leadership to understand.
✔ Audit‑Readiness Score
Based on reconciliations, documentation, internal controls, grant compliance, governance, and policies.
✔ Top 3 Recommended Next Steps
Specific, actionable guidance you can implement immediately.
✔ Optional Follow‑Up Support
If you want help fixing what I find, we can discuss next steps — no pressure
Case Study: Misclassified Conditional Grant
A Common Nonprofit Revenue Recognition Pitfall
⭐Common Pitfall: Misclassifying Conditional Grants
A nonprofit recorded a large grant as restricted revenue. During a forensic review, I noticed they didn’t have a restricted net asset schedule, a red flag that often signals deeper issues.
After reviewing the grant agreement, it became clear the grant was conditional, not restricted. The organization had already received half of the funds and recorded it as revenue, even though the conditions had not yet been met. I suggested they change the treatment of the funds, but my advice was not followed.
In the audit, the incorrect treatment was deemed a material misstatement.
This scenario is extremely common. Many bookkeepers rely on a simple “restricted vs. unrestricted” framework, but nonprofit revenue recognition is far more complex. Conditional grants, timing restrictions, exchange transactions, and multi‑year commitments all require different accounting treatment.
A forensic review helps nonprofits avoid these misstatements and walk into their audits prepared and confident.
💵 Investment
$300 - Flat Rate (Introductory)
A simple, low‑risk investment to get controller‑level insight before your audit.
How It Works
To ensure a smooth, uninterrupted audit ready review, payment is required upfront. This secures your review slot and allows the forensic assessment to begin immediately.
1.Request Your Review
Complete the form below.
2.Complete Payment
You will receive an email with payment link. Slot is reserved when payment is confirmed.
3.Upload Your Documents
Payment confirms your review, and unlocks the upload instructions, document listing, intake form, and secure document link in your confirmation email.
4.The Review Begins
After all documents requested are received in full, the review officially begins.
5.Receive Your Review in 5 Business Days
You’ll get your findings summary, readiness score, and action plan.
6.Optional: Implementation Support
If you’d like help correcting the issues identified, we can discuss next steps. Only if you want it, no pressure.
Ready to Request Your Audit Ready Review?
Please complete the short form below to begin your review request.
If you’re unsure whether your books can withstand audit scrutiny, a free consultation can help you understand exactly what an auditor will look for — and where your gaps may be.
No pressure, no commitment — just clarity on what you need and what fits your situation.
Frequently Asked Questions
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It’s a focused, controller‑grade diagnostic of your organization’s financial health.
You receive a one‑page findings summary, an audit‑readiness score, and a prioritized action plan based on a forensic review of your trial balance, reconciliations, general ledger, documentation, and prior audit adjustments.
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A short list, typically your prior year audit report, trial balance, bank reconciliation, and a few key schedules. You will receive an email after payment is confirmed that includes a list of documents.
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Once your documents are uploaded, your review is completed within 5 business days.
Your one‑page summary, readiness score, and action plan will be delivered directly to your email.
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That’s completely fine and very common.
This review is designed to identify issues before the auditor does.
You don’t need to be perfect; you just need to be ready to improve.
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The Audit‑Ready Review provides a clear, prioritized action plan.
If you’d like support implementing the recommendations, we can discuss next steps after your review is complete.
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Yes. This ensures your review slot is reserved.
What Clients Say
“I have no compliants, Pennies count updated procedures and controls, implemented schedules to be utilized, and now we don't dread our audit time”
— Shelly M., ED of Nonprofit