---
title: "Audit Support: Prepare Your Books and PBC List | MCC"
description: "Get organized for your CPA's audit or review: reconcile accounts, build the schedules on the request list and collect support, so questions get answered faster."
url: "https://mcc-solutionsnj.com/bookkeeping/projects/audit-support-and-pbc-prep"
---

Bookkeeping project

# Audit support and PBC list preparation

When an auditor sends a long request list, the work falls on you. We prepare the schedules and support your auditor asks for, so you answer once and on time.

[![Intuit ProAdvisor Gold tier badge](/img/credentials/intuit-proadvisor-gold.png)](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)Gold tier in Intuit's ProAdvisor program. [See my Intuit listing](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)

For businesses facing a financial statement audit, review or due diligence request.

## What you get

- A review of the request list, with each item assigned and tracked
- Account reconciliations and supporting schedules, such as receivables, payables, fixed assets, debt and accruals
- A folder structure with support documents named and organized
- A tracker showing what is done, open or waiting on someone
- Prepared answers to routine questions, for you to confirm
- A clean trial balance and a list of adjusting entries your CPA proposes, recorded when you approve them

## What we need from you

- The request list from your CPA or auditor
- Access to your accounting software and statements
- Contracts, loan agreements and other source documents
- A contact at the audit firm
- Time to confirm answers

## How it works

- **Read the request list.** Sort items into what we prepare and what only you can supply.
- **Reconcile and schedule.** Build the schedules the auditor will test.
- **Collect support.** Gather documents and name them consistently.
- **Track and respond.** Keep the tracker current and pass the work to the audit team.
- **Record adjustments.** Enter adjusting entries your CPA proposes, once you approve.

## What this is not

- We are not your auditor and we do not provide assurance.
- We do not choose accounting treatments. Your CPA does.
- We do not guarantee the audit result or its timing.
- We do not speak for you to regulators or give legal advice.

## Price

**Starting at $500** one time.

Your written scope sets the final price before any work starts. What moves it: the length of the auditor's request list. If we are not the right fit, we say so.

## Related

- [Books health report](/bookkeeping/projects/books-health-report)
- [Are my books ready for a CPA or lender?](/bookkeeping/guides/are-my-books-ready-for-my-cpa-or-lender)
- [Sale-ready books](/bookkeeping/projects/sale-ready-books)
- [All projects](/bookkeeping/projects)
- [Monthly service levels](/bookkeeping/plans)

## Questions

**Do you replace my CPA?**

No. Your CPA or auditor does the audit. We prepare your records and schedules.

**Can you talk to the auditors?**

We can answer their questions about the books if you authorize it. Final answers are yours.

**What if the books are behind?**

We may need a catch-up first. We scope that separately.

**Is this the same as the health report?**

No. The health report is a quick review. This supports a specific request list.

MCC Solutions is not a CPA firm or a law firm. These projects organize and present your own numbers. They are not audits, reviews, tax returns, valuation opinions, or credit, tax or legal advice, and we cannot promise that a lender, buyer or investor will accept them. Rules and requirements change, so confirm anything that matters with the party involved and your CPA.

Do it yourself

### Business Planning Bundle

Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.

[See what's inside ($79)](/toolkits/business-planning-bundle)14-day full refund

## Tell us about the project and get a written scope.

[Request a scope](/contact)[Call (908) 444-6373](tel:+19084446373)
