📁 Audit-Ready Files & Reporting
Even well-run companies can find themselves scrambling when an audit, investor review, or due diligence request appears. At Acrux Advisory, we bridge the gap between everyday bookkeeping and audit-level readiness — helping you prepare clean, organized, and well-documented financial records with clarity and confidence. Whether you’re facing your first audit, strengthening internal controls, or preparing for investors, we ensure key schedules and reconciliations are in place before fieldwork begins, reducing surprises and minimizing adjustments so the audit process becomes faster, smoother, and a strategic advantage for your business.
Preparing for an audit doesn’t have to be overwhelming. Whether your company is approaching its first external audit, strengthening internal controls, or preparing for investor due diligence, I help you approach the process with clarity, structure, and confidence.
I support businesses through every stage of audit readiness — from cleaning up financial records, reconciling accounts, and preparing documentation, to strengthening internal processes and communicating with auditors during fieldwork. My approach is proactive, practical, and focused on minimizing surprises, so your company can complete audits faster and with fewer adjustments.
Explore the in-depth resources below to learn how to build a stronger accounting foundation and turn the audit process into a strategic advantage for your business.
📊 Audit Readiness Support
📂 Our Audit-Ready Support Includes
✅ Preparation of PBC (Prepared by Client) files for external auditors
✅ Review and reconciliation of key balance sheet accounts
✅ Revenue recognition documentation and schedules (ASC 606)
✅ Fixed asset roll-forwards and depreciation schedules
✅ Accruals, prepaids, and adjusting journal entries
✅ Deferred revenue tie-outs and schedules (if applicable)
✅ WIP and percentage-of-completion support for construction or long-term projects (if applicable)
✅ Supporting documentation for significant transactions
✅ Coordination with external CPAs or audit firms during fieldwork
📌 Note: Acrux Advisory does not perform audits or issue audit opinions. We focus exclusively on pre-audit preparation and support.
🔄 How Our Process Works
Initial Review: We evaluate your current books and identify key areas that need documentation, reconciliation, or cleanup.
Preparation & Organization: We compile supporting schedules, reconciliations, and documents required for external audit or investor review.
Collaboration & Handoff: We coordinate with your CPA or audit team to streamline requests and ensure a smooth, efficient audit process.
📎 Important Client Responsibilities & Scope of Work
📌 Important: Successful audit preparation requires active client participation and collaboration. Acrux Advisory’s work is based entirely on the information, records, and systems you provide. This process can only be completed if you (client):
Provide all required documents and data needed to clean and reconcile books before the audit.
Assist in organizing audit folders and maintaining necessary records.
Respond promptly and accurately to all questions and document requests.
Acrux Advisory will solely use your company’s data, records, and accounting systems to export information, prepare reports, and organize documentation. Our role is to act as a liaison between your finance team and the external audit team — preparing and delivering files, schedules, and supporting documentation based on the timeliness, accuracy, and completeness of the information you provide.
All reports, schedules, and documentation prepared by Acrux Advisory require your review and sign-off prior to submission, as they represent your company’s financial information. Acrux Advisory does not perform audits or issue audit opinions. We focus exclusively on pre-audit preparation and support designed to make the audit process smoother, faster, and more efficient.
📈 When Audit-Ready Support Is Most Valuable
✅ Preparing for your company’s first annual audit
✅ Completing investor due diligence before a funding round
✅ Responding to bank or lender reporting requirements
✅ Strengthening internal controls before scaling
✅ Navigating construction or long-term project accounting
📊 Audit Readiness Resources
📘 External Audit Preparation Guide
Learn how to prepare for an external audit step by step — from reconciliations and internal controls to documentation and fieldwork — and complete your next audit with confidence.
🧭 Internal Audit Preparation Guide
Strengthen internal controls, assess risks, and prevent surprises before they become audit findings. This guide shows you how controllers can lead a successful internal audit process.
📊 Investor Due Diligence Guide
Preparing for funding, M&A, or investors? Learn how to build deal-ready financials, organize key documents, and create a secure CFO Drive for a smooth due diligence process.
🏗️ Construction Accounting Deep Dive
Understand how WIP, percentage-of-completion, and ASC 606 revenue recognition shape construction financials — and why they matter for accurate reporting and audits.
💻 SaaS Deferred Revenue & ASC 606 Guide
Learn how subscription-based companies should recognize revenue under ASC 606, avoid common compliance pitfalls, and build audit-ready deferred revenue schedules that investors trust.
📅 Monthly Close Best Practices
Turn chaotic month-end closes into a smooth, reliable process. Learn how to standardize reconciliations, automate workflows, and deliver accurate financials on time — every time.
📊 KPI & Financial Visibility
Build a financial KPI framework that goes beyond vanity metrics. Learn how to track the numbers that drive growth, align decisions with strategy, and transform reporting into a leadership tool.
📊 Accounting KPIs vs. Finance KPIs
Accounting metrics show what happened — finance KPIs reveal what’s next. Learn how combining both drives smarter decisions and long-term growth.
🔗 Helpful Resources
Here are some helpful references and guides to deepen your understanding of the audit-readiness process:
***Coming soon: downloadable Audit Readiness Checklist and Internal Controls Self-Assessment Guide.
📌 Services & Disclaimer
Acrux Advisory is not a CPA firm and does not provide services requiring a public accountancy license. All services are focused on accounting operations, financial reporting, and controller-level support. We do not provide audit, attest, or tax services that require licensure. Availability may vary, and engagements are accepted based on current capacity. Acrux Advisory reserves the right to decline or postpone an engagement if, in our professional judgment, the company’s records require significant cleanup or foundational work before audit readiness services can be provided.