Helping Clients Save Time and Money with Combined Prep & Audit Solution

Overview

In serving our clients, we strive to remove burdens and disruptions from their worlds with superior financial services and passion beyond the numbers.

Throughout the years, we have worked with a variety of clients in both financial statement preparations as well as audit services. Over time, we realized that many of our clients were hiring separate CPA firms to assist with these two different services, resulting in inefficiencies — such as sending the same documents twice, answering similar questions for both engagements and dealing with miscommunication between separate firms — that lead to extra time and money spent coordinating the two services.

Determined to find a solution that would relieve stress from our clients and streamline operations, the Perry & Associates CPAs team formed our unique combined preparation and audit services. As they say, the rest is history!

Solution

Bringing preparation and audit together under one engagement meant rethinking and refining each step to create a smoother, more manageable process for our clients. We ensure that only one job leader (and possibly one associate) manages the full process, providing the client with streamlined communication and more efficient scheduling through a single point of contact. Client burdens are minimized by a one-time document upload and a smooth internal handoff from statement preparation to audit phase. Furthermore, we ensure that issues are identified and resolved during the preparation phase — before audit testing begins — helping to minimize potential audit findings. 

Results

Developing a combined preparation and audit service has proven to be a gamechanger for our clients. Not only has the streamlined communication allowed for more efficient scheduling, but it has also led to fewer audit adjustments and findings as well as improved turnaround times for completing audit fieldwork. Client satisfaction has improved significantly due to our intuitive, efficient and reliable approach, and we are thrilled that this new service innovation has supported our clients’ business growth, while saving them time and money.

Are you ready to relieve the burden of financial statement preparation and annual audits? Then contact Perry & Associates CPAs to learn more about our combined prep and audit solution!