Preparing for your annual Audit can sometimes be a daunting task. If you need support for your audit, someone to come in and help develop a plan to manage through, CFO Financial Partners along with our parent RRBB Accountants and Advisors can offer help.
If we are working with you in a support capacity, we can also offer Audit Preparation services that could include any and all of the following:
- Review relevant books and records
- Examine key business practices
- Suggest improvements to procedures and practices
- Inform senior management of audit requirements
- Implement accepted recommendations
- Organize physical books & records and related files
- Be on-site for FINRA exam
- Preparation of Financial Statements, Notes and Supplemental Schedules for Audit
- Liaison with Independent Audit Firm
- Direct Interaction with all Regulators
- Filing your Independent Audit Report with Regulators
Disclaimer: “RRBB” is the brand name under which Rosenberg Rich Baker Berman P.A. and RRBB Advisors, LLC and its subsidiary entities, including CFO Financial Partners LLC, provide professional services. Rosenberg Rich Baker Berman P.A. and RRBB Advisors, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Rosenberg Rich Baker Berman P.A. is a licensed independent CPA firm that provides attest services to its clients, and RRBB Advisors, LLC and its subsidiary entities provide tax and business consulting services to their clients. RRBB Advisors, LLC, and its subsidiary entities are not licensed CPA firms.