🌟 AUDIT‑READY REVIEW

Know What Your Auditor May Find Before They Do

A focused, forensic-minded review designed to help nonprofit organizations identify financial, documentation, and internal control issues before audit season.

$750 Flat Rate

⭐ AUDIT‑READY REVIEW

A focused, forensic snapshot to help you enter audit season calm, clear, and confident.

What This Is

The Pennies Count Audit-Ready Review is a focused diagnostic for nonprofits preparing for an annual audit, monitoring visit, or increased financial scrutiny.

It provides leadership with a clear picture of potential audit-readiness gaps before the auditor asks the questions.

This is not a cleanup.

This is not an audit.

It is a targeted review designed to identify risks, gaps, and inconsistencies so your organization can address them before they become larger problems.

Who It’s For

  • Nonprofits preparing for an upcoming annual audit

  • Organizations preparing for their first audit

  • Organizations with new or changing accounting personnel

  • Nonprofits experiencing inconsistent financial recordkeeping

  • Executive Directors who want an independent pre-audit perspective

  • Organizations with prior audit findings they want to better understand

  • Nonprofits that are unsure whether their books and documentation are audit-ready

What You’ll Receive

Audit-Readiness Findings Summary

A concise summary of the most important issues identified during the review.

Audit-Readiness Rating

A high-level assessment of your organization's current level of audit readiness.

Key Risk Areas

The areas most likely to require additional attention before or during the audit.

Top 3 Recommended Next Steps

Clear, prioritized actions designed to help leadership focus on what matters most.

Leadership-Friendly Explanation

Findings are presented in plain English—not accounting jargon.

What not included

To keep the Audit-Ready Review focused and efficient, it does not include:

  • Bookkeeping cleanup

  • Account reconciliations

  • Correcting journal entries

  • Grant remediation

  • Policy rewrites

  • Implementation of recommendations

  • Ongoing accounting support

  • Unlimited follow-up questions

If implementation support is needed, Pennies Count can discuss a separate engagement.

What We Review

Financial Records

A focused review of the financial information auditors are likely to rely upon.

Reconciliations

We look for indications that key accounts are appropriately reconciled and supported.

General Ledger Activity

We identify unusual, inconsistent, or potentially problematic activity requiring additional attention.

✔ Supporting Documentation

We assess whether significant financial activity appears adequately supported and organized.

✔ Internal Controls

We review key financial controls and identify potential gaps that could increase audit or financial risk.

✔ Grant-Related Financial Activity

Where applicable, we consider grant-related financial information and documentation as part of the audit-readiness assessment.

Prior Audit Findings

Where prior audit reports and findings are provided, we consider whether previously identified areas may continue to present risk.

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 audit ready 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. 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 audit ready review helps nonprofits avoid these misstatements and walk into their audits prepared and confident.

💵 Investment

$750

A focused, controller-level diagnostic designed to help nonprofit leadership identify potential audit risks before the audit begins.

Payment is due upon completion and delivery of the final review.

For larger or more complex organizations, a customized scope and fee may apply.

How It Works

1.Request Your Review

Complete the short request form below.

2.Complete the Intake

After submitting your request, you'll receive the appropriate intake form. Tell us about your organization, your concerns, and what you want the review to address.

3.We Review Your Information

Pennies Count reviews your intake to understand your needs and determine the appropriate scope for the engagement.

4.Confirm Scope

We'll discuss the proposed scope, deliverables, timeline, and fee before the review begins.

5.Submit Your Documents

Once the engagement is confirmed, you'll receive a secure document request and upload instructions. Documents are submitted through a secure Pennies Count upload link.

6.We Conduct the Review

Pennies Count reviews the information provided within the agreed-upon scope.

7.Receive Your Findings

You'll receive your review findings and prioritized recommendations, followed by a leadership debrief to discuss the results and next steps.

Not Sure Whether You’re Audit-Ready?

You don't have to wait for your auditor to tell you.


Or, if you're not sure whether this is the right service:

No pressure, no commitment — just clarity on what you need and what fits your situation.