Audit & Review Engagement Prep
Year-end and audit prep that doesn't burn out your team
We prepare an organized working-paper file for your auditor, with reconciliations and requested support. Independence is respected: we prepare the file but do not perform the client's audit or review engagement.
What you get
- Year-end adjusting entries and reconciliations
- Working-paper file (lead schedules, supporting documents)
- Auditor liaison and response support
- Preparation checklist coordinated with your independent accountant
- Post-audit board reporting and management letter response
What changes for your organization
- Auditors arrive to a complete, organized working-paper file
- Year-end adjustments posted before fieldwork starts
- Funder deadlines incorporated into the preparation schedule, subject to scope and cooperation
- Audit, review, or compilation preparation aligned with the applicable framework and engagement letter
- Cleaner support intended to reduce avoidable follow-up; external-accountant timing and fees remain independent
Accounting that supports your reporting
We focus on accurate transaction records, reconciled balances, and clear explanations of the numbers. Deliverables, client inputs, and reporting dates are agreed as part of your scope.
Frequently Asked Questions
Sources
- Corporations Canada: Financial statements and review: Innovation, Science and Economic Development Canada
- Ontario: Rules for not-for-profit and charitable corporations: Government of Ontario
- British Columbia Societies Act: BC Laws
- Alberta Societies Act: Alberta Legislature via CanLII
- Quebec Companies Act, Part III: LégisQuébec
Sources reviewed: July 10, 2026
General information only. This page is not legal, tax, assurance, or professional advice for any specific organization. Confirm decisions with the CRA, your CPA, and legal counsel for your facts.
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