Audit preparation is rarely just about the audit itself — it is about the year of work that precedes it. We engage at any of three depths.
Multi-state work across all 50 states.
Price scoped upfront. No hourly meter.
Answers within one business day.
Available beyond tax season. Quarterly check-ins.
Every engagement follows the same disciplined path. You always know what is next, and you always know who is doing it.
A complimentary 30 minutes. We scope what you actually need — and tell you straight if we are not the right fit.
Clear scope, deliverables, and a flat fee quoted upfront. No surprises. No hourly meter spinning in the background.
Pre-audit gap analysis: trial balance review, account reconciliation status, and PBC checklist. Cleanup work identified and quoted separately if needed.
Quarterly audit-readiness check-ins — so the next audit cycle is not a fire drill. We catch reconciling items, missing documentation, and policy gaps months before fieldwork.
Our last audit took 11 weeks and three reissued drafts. Milestone got us audit-ready in advance — fieldwork ran 3 weeks, zero adjustments, and the auditors actually complimented our schedules. The audit partner specifically asked who we were using.
— CFO, Bay Area Manufacturing Company
$28M revenue · Milestone audit prep client since 2023
Compiled = CPA assembles your numbers into GAAP format, no assurance. Reviewed = CPA performs analytical procedures and inquiries, limited assurance. Audited = CPA tests transactions, confirms balances, issues an opinion with reasonable assurance. Lenders, investors, and boards require different levels.
No — and that is the point. CPA independence rules prohibit the same firm from preparing and auditing the same financials. We prepare and liaise; an independent audit firm performs the audit. This separation is what gives the audit value.
For first-time audits or post-acquisition audits, 3–6 months before fieldwork. For recurring annual audits, ongoing quarterly engagement is the cleanest path — no scrambling in February.
PBC list build, schedule preparation, account reconciliations, journal entry support, technical accounting memos for complex transactions, and direct communication with your audit firm during fieldwork. Cleanup of legacy issues is scoped separately.
Yes — we work alongside Big 4, regional, and local audit firms regularly. We coordinate directly with your audit team so you do not have to be the messenger.
Discovery is the goal — we want to find issues before the auditors do. Material findings get documented, remediated, and presented properly. The worst-case scenario is a clean audit with footnoted prior-period adjustments — which is far better than a qualified opinion.
A complimentary 30-minute call. Walk us through what triggered the audit need — banking, capital raise, regulatory — we will tell you straight what prep should look like and how long it should take.
