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Audit preparation services

As former Big 4 auditors, we understand what it takes to prepare for an audit. Whether it is preparing or reviewing audit workpapers, preparing financial statements and footnotes, or supporting the accounting / finance team throughout the audit, we are here to help.

Streamline your Audit

Trusted talent from top institutions and companies​

Streamline your audit


Balanced Solutions was founded with the central goal of helping leaders of companies focus their time on growing core operations.

As you focus your efforts on operations, we use our expertise to handle the accounting and finance functions, providing accurate and timely information that help with decision-making.​

Use Cases

Audit Preparation

An early-stage private company approached us to help with preparation for a first-year audit. We assisted them with auditor selection and provided an overview of how a typical AICPA audit works. We reviewed all historical journal entries (5 years) to ensure the opening balance sheet was accurate and complete. Additionally, we reviewed the current year journal entries on a risk-based approach to ensure that the client had sufficient support.

We prepared a reconciliation file in Excel that included reconciliations for all balance sheet accounts. This file also included the trial balance, the roll-up of the trial balance into the financial statements, and cash flow workbook. The file was provided to the auditors, which they used to make selections for the audit. We also prepared the financial statements and footnotes, and assisted the client with auditor questions throughout the audit.