Preparing for a Financial Review (or future audit) doesn’t have to be stressful or reactive.
This service is designed to help your organization get ahead of the process - strengthening financial practices, improving reporting clarity, and ensuring alignment with best practices. The goal is simple: reduce surprises, minimize CPA follow-up, and position your organization for a smooth, efficient review.
Whether you're preparing for your first Financial Review or looking to improve your process, this work provides structure, clarity, and confidence for your team and leadership.
What This Engagement Includes
Transaction Review (QBO)
A detailed review of transactions to ensure accuracy, consistency, and proper classification - reducing the risk of errors or rework during the Financial Review.
Accruals, Allocations & Depreciation
Evaluation of key accounting areas to ensure they are applied consistently and in alignment with best practices - supporting accurate financial statements and minimizing adjustments.
Financial Reporting (Leadership & Board)
Review of financial reports to enhance clarity, usability, and alignment with underlying data - ensuring reports are both decision-useful and review-ready.
Functional Expense Readiness
Assessment of how expenses are categorized across program, administrative, and fundraising functions - supporting accurate reporting and alignment with Form 990 expectations.
Policies & Procedures Review
Review of financial policies and procedures to strengthen internal controls and ensure consistency with best practices and reviewer expectations.
Financial Review Roadmap & Timeline
Development of a clear, organized plan - including commonly requested CPA items - to streamline preparation and improve coordination across your team.
Team Collaboration & Support
Working sessions with your team to align roles, answer questions, and ensure everyone is prepared and confident heading into the review process.
Final Report & Recommendations
A concise, actionable summary of observations and recommendations to address gaps, strengthen processes, and improve readiness for both current and future reviews.
To sign up for a no cost 15-minute exploratory call, email Maureen.