Audit & Review Engagement Prep
Year-end and audit prep that doesn't burn out your team
We hand your auditor a clean, working-paper-ready file. No frantic three-week scramble, no surprise findings. Independence respected — we don't audit, we prepare.
What you get
- Year-end adjusting entries and reconciliations
- Working-paper file (lead schedules, supporting documents)
- Auditor liaison and response support
- Statutory threshold review (CNCA / ONCA / provincial Societies Acts)
- 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-imposed audits completed on funder timelines
- Audit, review, or NTR scoped correctly to your statutory framework
- Reduced audit fees through cleaner preparation
The CPA who builds your file has sat in the treasurer's chair
Every service we deliver is shaped by what a board, a treasurer, a funder, and the CRA actually need to see — not what a generic small-business bookkeeping file assumes.
Sources
Sources reviewed: June 27, 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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