Accounting Consulting & Audit Readiness Services

Audit readiness consulting prepares your records and statements for review by an external auditor. Porter Accounting LLC reconciles balance sheet accounts, prepares schedules for accruals, prepaids, fixed assets, and deferred revenue, assembles items on the auditor’s PBC (provided by client) list, reviews internal controls, and helps respond to auditor questions. The aim is a cleaner, faster audit with fewer adjustments.

No. Porter Accounting LLC is not an independent audit firm and does not issue audit opinions. The firm provides audit preparation and support, working alongside your external auditor or CPA. Keeping these roles separate lets Porter help organize and correct your records while your auditor maintains independence in reviewing them.

Ideally, several months before fieldwork, especially for a first audit. That leaves time to clean up records, reconcile accounts, review revenue recognition, and document controls. Businesses that expect recurring audits benefit from building audit readiness into the monthly close through controller services, so preparation becomes a routine step rather than a year-end scramble.

Porter Accounting LLC supports SaaS, manufacturing, construction, consumer packaged goods, retail, and franchise businesses. Audit and review needs often differ by industry: SaaS companies face ASC 606 and deferred revenue questions, construction companies deal with contract revenue, and franchise and retail businesses need consistent location-level reporting. Preparation is tailored to those requirements.

Revenue is one of the areas auditors test most heavily. Under ASC 606, revenue must follow the five-step model tied to your customer contracts, and deferred revenue balances must reconcile to those contracts. Porter Accounting LLC reviews contracts, builds or corrects revenue and deferred revenue schedules, and documents the approach so your auditor can follow it.

Yes. Porter Accounting LLC prepares accrual-basis GAAP financial statements with supporting schedules and helps make sure accounting policies are applied consistently. Having draft statements and reconciled balances ready before fieldwork usually reduces auditor questions and proposed adjustments.

Yes. Catch-up and clean-up bookkeeping is often the first step in audit preparation. It addresses overdue records, corrects errors, and organizes supporting documents. Cleanup is typically priced at about 1.5 times the monthly rate, with final scope based on transaction volume, number of accounts, payroll complexity, and the condition of the records.

Yes. Porter Accounting LLC delivers virtual accounting and advisory services across the United States. Appointment-based in-person support is also available around San Francisco, according to the company’s stated service areas. Clients can discuss their reporting, bookkeeping, technical accounting, controller, CFO, budgeting, or systems needs to determine an appropriate service approach.

One-time audit preparation is quoted based on the condition of your records, the number of schedules required, revenue complexity, and your timeline. Businesses that want ongoing support can use the Advanced plan, starting at $2,100 per month, which includes month-end close oversight, accrual adjustments, and audit prep, or controller services starting at $100 per hour.

A PBC, or provided by client, list is the auditor’s request list of schedules, reconciliations, and documents needed for fieldwork. Porter Accounting LLC can prepare most finance-related items on that list, track open requests, and help your team respond to follow-up questions during the audit.

Yes. Beyond audit readiness, Porter Accounting LLC provides technical accounting advice, controller services, fractional CFO support, ERP and accounting system setup, and financial process improvement. Many clients start with audit preparation and continue with controller or CFO-level support to keep reporting audit-ready year-round.