Audit Preparation & Readiness
Be fully prepared for your audit. Accurate records, clean working papers, and no surprises.
Audit-Ready Working Papers
Clean, well-organized supporting schedules for all balance sheet and key P&L accounts.
Supporting Documentation
Source files organized and indexed for easy auditor review.
Account Reconciliations
Fully reconciled bank, credit card, AR, AP, and other key accounts.
Pre-Audit Checklists
Customized checklists based on auditor expectations and industry requirements.
Communication Support
We assist with auditor queries and documentation follow-up. Whether it is before, during, or post-audit we are with you every step of the way.
Controller Oversight
CPA-level review of all deliverables for accuracy and completeness.
Why Audit Readiness Matters
An audit doesn’t have to be a stressful fire drill. With the right preparation, it can be a smooth and efficient process. Our audit readiness services are designed to help you meet requirements with confidence and free up your internal team to focus on their day-to-day work.
Tailored Support for Growing Businesses
Whether you’re preparing for your first audit or review engagement, or going through an investor due diligence process, our team helps ensure you’re organized, supported, and on time. We’ve helped businesses from $2M to $25M in revenue get audit-ready across industries like construction, professional services, manufacturing, and technology.
We take time to understand your business model and key risk areas so we can tailor our support. This includes reviewing historical data for inconsistencies, ensuring documentation is complete, and helping your team anticipate likely audit questions based on your industry and prior audit experiences.
Built on Clean Financials
If you’re already using our Scalable Bookkeeping or Fractional Controller services, audit prep fits seamlessly into your workflow. Your data is already accurate and organized—now it’s packaged for your auditor. If you’re coming to us for a one-time engagement, we’ll work with your accountant/bookkeeper to bring your records up to audit-ready standards.
We ensure your accounts are fully reconciled, revenue recognition aligns with relevant standards, and your supporting documentation is indexed, current, and easy to access. The goal is not just compliance, but audit efficiency.
What We Deliver
We compile complete working paper packages that include reconciliations, lead sheets, and documentation support for all major balance sheet accounts.
We also review and respond to the auditors PBC (Prepared by Client) lists and assist with answering auditor questions to keep the process moving. In many cases, we act as your liaison throughout the audit, allowing your leadership team to stay focused on operations.
We don’t just prepare you for the audit, we prepare you to present your business professionally. That means identifying and explaining key variances, helping you tell your financial story, and ensuring your numbers reflect the true position of your business.
Avoid Costly Delays
Being audit-ready isn’t just about compliance, it’s about protecting your timeline and reputation. Late, inaccurate, or incomplete responses can lead to scope changes, increased fees, and delayed closings. Our team helps you avoid that by getting it right the first time.
Whether you’re navigating your first audit or refining your internal reporting process, Origin ensures you’re prepared with clarity, structure, and professional oversight, so your audit can move forward without unnecessary cost or disruption.
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What our Clients Say
We were introduced to Origin as a firm that could help us through the maternity leave of a key admin and finance person in our 18-employee company. Over a series of meetings, we developed a format that would work for our situation and implemented shortly after.
The relationship has worked very well since, delivering on both the accounting and the advisory side. It has been much more than simply filling in for a leave employee, and when that employee returns, the efficiencies and organization that Origin has built into the role will allow her to work much more effectively. Origin is an innovative company that I can recommend without hesitation.Peter Sziklai
Owner and President, Tsawassen Collision Ltd.
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What our Clients Say
Matt and the Origin team have transformed our financial operations at Stevenson Industrial Refrigeration. From day one, they delivered comprehensive reporting, rolling cash-flow forecasts, and expert guidance, including leading the implementation of our new accounting system and enhanced reporting templates.
The processes they put in place quickly uncovered internal theft, and they navigated the bank’s financial requirements to facilitate our company buy-back. Thanks to their clear, actionable advice, we now enjoy real-time visibility into our pipeline, resources, and cash position.
I consider Origin a true partner in accounting and finance.Bob Stevenson
President and CEO, Stevenson Industrial Refrigeration Ltd.
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What our Clients Say
Origin Accounting has been a pleasure to work with. Since bringing them onboard to be our Fractional Controller in October of 2023, the business has been running smoother, cleaner and we have a clear outlook on our financial health, cash flow, and always know where we stand with our projects.
Owning a construction company can be rewarding but also very risky so having live data to work with is critical for planning and operating successfully. I would highly recommend hiring Matt, Zohra and their team. The future is brighter with them on your side!Shayne FInskars
Owner, City & Country Contracting Ltd.
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What our Clients Say
It is a pleasure working with the team at Origin Accounting. They have brought clarity and consistency to our financial systems—managing everything from monthly bookkeeping and AP/AR to board reporting and audit prep.
Their approach is thorough, responsive, and tailored to the unique needs of our small nonprofit. It’s obvious that they care about our work – they are as familiar with our programs, funders, and operations as we are! Thanks to their support, I feel more confident in our numbers and have more time to focus on our mission.Tina Strehlke
Minerva BC
We support financial statement audits, review engagements, financial due diligence, and audits or reviews of compliance with banking or funding requirements.
Yes. We coordinate with your auditor to provide requested documentation, answer technical questions, liaise with internal team members, and streamline your audit timeline.
We offer both. Many clients engage us annually to support their year-end audit, while others work with us continuously as part of our controller services and have audit/review engagement preparation as part of their ongoing scope of work.
No problem. We can help clean up and prepare your records before the audit begins, ensuring everything is accurate, complete, and ready for review.
Flexible Accounting and Finance
Solutions for Founders
Our service packages are purpose built for growth, whatever stage of the business lifecycle you find yourself, our in house bookkeepers and designated accountants are here to help.
Service Add-Ons
Catch-up Bookkeeping
Compilation Engagements
Audit & Review Engagement Preparation/Support