Complimentary Consultation

Is Your Business Audit Ready?

Whether required by lenders, investors, regulators, or as part of a growth milestone, an audit is a critical checkpoint for your business. ClearCourse Financial helps ensure your books, records, and documentation are accurate, organized, and compliant so every review runs smoothly and confidently.

The result? A smoother audit, full compliance, and confidence when it matters most.

Let’s talk about how to strengthen your audit readiness and set your business on a clear path forward.

Unsure if you’re prepared for an audit? Take the Quiz below!

What You Get

Confidence under review: Ensure every transaction and record stands up to scrutiny.

Efficiency: Reduce audit time, rework, and CPA costs.

Compliance assurance: Resolve issues before they become findings.

Operational insight: Turn audit prep into a performance check.

  • Pre-audit document review and checklist

  • Account and reconciliation verification

  • Financial statement accuracy check

  • Payroll, vendor, and tax filing review

  • Documentation and file organization

  • Preparation of client-provided schedules

  • Auditor coordination, response support

  • Post-audit recommendations

Audit Readiness Quiz

Audit Readiness Quiz

1. Are financial statements prepared accurately and reviewed every month? (balance sheet, income statement, cash flow)

2. Are all general ledger accounts reconciled regularly and supported?

3. Are all general ledger adjustments and journal entries documented and approved?

4. Are supporting documents organized and easily accessible for review? (invoices, receipts, and contracts)

5. Is there a clear audit trail for all significant transactions?

6. Are your business' subledgers maintained, agreed to the general ledger, and readily accessible? (e.g., fixed assets, accounts receivable aging, accounts payable aging)

7. Does your business maintain clear documentation of accounting policies and procedures?

8. Are sufficient internal controls in place to prevent and detect fraud or errors (e.g., segregation of duties, approval workflows)?

9. Is user access to financial systems regularly reviewed to prevent unauthorized activity?

10. Are IT and data security controls in place to protect financial information?

11. Are key finance and operations staff available and prepared to respond to auditor inquiries on short notice?

12. Is your business prepared to quickly and easily provide auditors with access to data requests?