Preparing for a Non-Profit Preliminary Audit

Finish strong this fiscal year by preparing for your non-profit audit’s preliminary work ahead of time. Gathering the required documents before the CPA firm requests them will save your team time and hassle, and launch your organization into the final audit on-time or even ahead of schedule.

What It Means To Switch CPA Firms

Though there are many misconceptions about changing CPA firms for your financial services, the bottom line is that if you’re choosing a more valuable firm, the process should be smooth and simple.

Cost vs. Value of a CPA Firm

When your organization is required to have a CPA firm prepare financial statements, you may think your best value is the firm with the lowest fee. That’s not always the case. It’s not just about how much the service costs; it’s about how well you’re served for any cost.

Frequently Asked Questions: Audit Exit Conferences

Exit conferences are strategic ways of keeping everyone on the same page as the audit moves into its final stages. They can be used to solidify timelines, tie up loose ends, and exchange contact information to help keep the process running smoothly.

Frequently Asked Questions: Proposal Meetings

It takes a lot of effort to request proposals, interview, and choose an auditor to keep your organization compliant. However, coming to proposal meetings underprepared can cause more hassle and extra work than spending a little more time up front to ensure everyone’s on the same page. We’ll walk you through some practical steps to help you make the most of proposal meetings with CPA firms.