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Services/Tax & Advisory

Audit & Assurance

Independent, rigorous, on your timeline.

Deliverables

What's Included

  • 01

    Audit readiness assessment

  • 02

    Coordination with independent auditors

  • 03

    PBC list management and workpaper prep

  • 04

    Review or compilation pathway guidance

  • 05

    Post-assurance process improvements

Who It's For

  • Companies with lender or investor requirements

    A covenant or diligence request needs assurance on a deadline.

  • Teams facing their first audit

    You want preparation, not panic.

  • Nonprofits and regulated entities

    Stakeholders expect formal financial assurance.

Our Process for Audit & Assurance

  1. 1

    Readiness

    We assess gaps before auditors arrive.

  2. 2

    Support fieldwork

    PBC items, explanations, and clean workpapers.

  3. 3

    Close and improve

    Findings turn into better monthly controls.

Our first audit felt organized. Pear prepped PBC lists and stayed ahead of every auditor request.

Chris Delgado

Finance Manager, Summit Ops

FAQ

Ready to start with Audit & Assurance?

Tell us where you are. We will map the next steps on a short call.