Can you support us monthly rather than only at year-end?
Yes. We can agree monthly reconciliations, supporting schedules, evidence organisation and tracking of outstanding matters alongside year-end preparation.
Audit Preparation & Support
Can I Trust My Numbers?
Keep reconciliations and evidence ready throughout the year and prepare for your external audit.
Monthly audit readiness, year-end audit preparation and audit query support for established South African businesses with an external audit requirement.
What you receive
- Ongoing audit readiness: agreed monthly reconciliations, evidence organisation, supporting schedules and an outstanding-items register.
- Year-end audit preparation: review the auditor’s information request, prepare agreed schedules and coordinate a readiness checklist.
- Audit query support: gather evidence, help management prepare responses and track queries and follow-up actions.
How we start
Tell us whether you need ongoing monthly support, preparation for an approaching audit or help with existing audit queries. We review your reporting timetable, records and the auditor’s requirements, then agree responsibilities, deliverables and a fixed-fee quote. Any initial assessment fee is confirmed before that work begins.
Work is scheduled after cleared advance payment and receipt of the required information and authorisations. Any historic catch-up or additional work is scoped and agreed separately.
What working together looks like
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Your responsibilities and agreed scope
Your proposal defines the entities, periods, reconciliations, schedules and coordination work included, together with the extent and duration of audit query support. Routine monthly accounting and additional audit-readiness work are distinguished so you know what you are paying for.
Provide complete records on the agreed dates, nominate a contact in your team and review and approve information and responses where required. Missing evidence, unresolved balances or changes in auditor requirements may affect the timetable. Additional work and fees are agreed before proceeding.
Monthly readiness and year-end preparation
Audit readiness starts long before year-end.
We build on your monthly accounting process to maintain supporting schedules, review balance sheet reconciliations and address outstanding matters as they arise. Working alongside your internal finance team or existing accountant, we help spread preparation throughout the year and coordinate the information your appointed auditors need.
A clear rhythm with your team
- Establish the starting point. Identify completed reconciliations, missing evidence and immediate deadlines.
- Keep preparation moving. Agree monthly evidence dates, schedule reviews and owners for outstanding items.
- Coordinate year-end. Align the agreed preparation with the auditor’s information requests and planned audit date.
- Follow through on queries. Track responses, decisions and unresolved matters, with progress updates at agreed points.
You can engage us alongside your existing team; you do not have to move all your accounting work to us.
Who performs the audit?
Coach Accountant provides preparation and support. Management retains responsibility for its records, financial statements and approvals. Your appointed independent auditor performs the audit and issues the audit opinion. Preparation does not guarantee a particular opinion, an adjustment-free audit or completion by a date outside our control.
Frequently Asked Questions
Can you work with our existing finance team or accountant?
Yes. We agree responsibilities with you and work alongside the people already maintaining your records. You do not have to move all your accounting work to us.
What does audit query support include?
Your proposal defines the entities, periods, preparation work and extent and duration of query support. Additional requests or work outside that scope are discussed and quoted before proceeding.
Do you perform the independent audit?
No. We prepare records and support management with the agreed work. Your appointed independent auditor performs the audit and issues the opinion. We do not guarantee an audit outcome.
Your next step
If you need regular records and returns maintained, explore Business Accounting and Compliance. If earlier periods are incomplete, Bookkeeping Catch-Up and RecoveryCloud Accounting Setup & Migration can establish the foundation. For management insight from reliable records, explore ProfitIQ™ Management Accounts.