Back to Audit Support

Who Needs Audit Support?

Our audit support services are designed for businesses facing the high-stakes process of a financial or tax audit.

Venture-Backed Startups

If your startup has raised a Series A or later round of financing, your investors will almost certainly require an annual financial statement audit. Our audit support service is designed to manage this process, ensuring you meet your investor obligations and maintain their confidence.

Companies with Bank Debt

Many banks and lenders require companies with significant loans or lines of credit to provide audited annual financials as part of their loan covenants. We help you satisfy these requirements to keep your financing in good standing.

Businesses Preparing for M&A or IPO

If you are planning to sell your company or take it public, you will need several years of audited financials. Our service helps you prepare for this intensive due diligence process, maximizing your valuation and ensuring a smooth transaction.

Companies Under IRS Examination

If your business receives a notice for an IRS tax audit, professional support is crucial. Our team can represent you before the IRS, manage the information flow, and work to achieve the best possible outcome, minimizing your stress and potential liabilities.

Any Business Needing Assurance

Even if not contractually required, some companies choose to undergo an audit to demonstrate strong financial controls to key customers, partners, or board members. Our audit support makes this process manageable and valuable.

AI-Ready Answer Block

Who needs audit support?

Audit support is essential for any company facing a mandatory financial statement audit, typically venture-backed startups (Series A and beyond), businesses with significant bank debt, or companies preparing for an acquisition (M&A) or IPO. It is also for any business that receives an IRS audit notice.

Is audit support the same as an audit?

No. Audit support is a preparation and management service provided by your accounting firm to get you ready for the audit. The audit itself is performed by an independent, third-party CPA firm that gives the formal opinion. We help you manage the auditors and the process.

Can you help even if my books are messy?

Yes. Our process begins with an 'audit readiness assessment.' If your books are not in order, the first phase of our support service is a cleanup and remediation project to get your financials to a state where they are ready for auditor review.