Global services
Year-end accounts and audit support for CPA firms
For CPA and chartered accountancy practices with 5-50 people assigning year-end preparation or workpaper support.
YEAR-END + AUDIT SUPPORT
A binder your reviewer can follow
- Lead schedulesBalances linked to the ledger
- Supporting recordsSource references attached
- Open mattersEvidence and decisions required
Illustrative structure. The engagement sets the scope.
QUALITY CONTROL
Every file is reviewed twice before it reaches you.
Two accountants work on every file - one prepares it, a senior reviews it - and the handoff pack shows exactly what was checked. Your data stays in your systems.
- 1
Preparation
Accountant 1
An accountant posts the work with source references, reconciliations and working papers for every balance.
- 2
Senior review
Accountant 2
A second, senior accountant reviews the file against our QC checklist and clears or lists every open item.
- 3
Handoff pack
To your firm
You receive review notes, proposed entries and a handoff checklist. Your firm approves tax positions, client advice and the final filing.
Work is reviewed inside your software under your access controls. We do not sign, file or contact your clients.
HOW WE WORK
From first call to live work in three weeks.
- 1
Discovery call
30 minutes
Output: fit check and the entities in scope.
- 2
Scope and SOW
48 hours
Output: signed scope, SLA and fixed pilot fee.
- 3
Secure access
3 days
Output: access set up in your software; IRC 7216 consent kit.
- 4
Pilot delivery
10 business days
Output: one entity’s review pack - reconciliations, proposed entries, review notes, handoff checklist.
- 5
Go-live
Week 3 onward
Output: dedicated seat or per-return; weekly call and escalation matrix.
Every file is reviewed twice before it reaches you. Your firm approves tax positions, client advice and the final filing.
The timeline assumes complete records and authorised access. The signed scope sets the actual dates and any dependencies.
Start a 10-day PilotSERVICE SCOPE
Year-end close
Review the closing checklist, reconciliations and proposed year-end entries. Identify missing support before the financial statements or tax schedules are handed to the responsible reviewer.
SERVICE SCOPE
Workpapers and schedules
Prepare the agreed lead schedules, trial-balance mapping, supporting-document index and account tie-outs. Each workpaper shows its period, source and open items.
SERVICE SCOPE
Review pack and audit binder
Assemble a review pack or audit-support binder in the engagement’s approved structure. The audit firm determines procedures, evaluates evidence and issues any opinion. La Comptabilité support is not an independent audit opinion.
What you get
What your year-end and audit support reviewer gets
- Year-end close checklist and adjustment register
- Lead schedules and account reconciliations
- Indexed support and request tracker
- CPA review pack or audit-support binder
SOFTWARE
Software we work in
Month-end and year-end close
Numeric
FloQast
BlackLine
Vena
Fathom
Spotlight ReportingAudit and assurance
CaseWare Working Papers
CaseWare Cloud
IDEA
TeamMate+
Inflo
Suralink
MindBridge
Confirmation.comTurnaround
How the 10-day year-end and audit support pilot works
The pilot delivery target is 10 business days after the scope is signed, agreed records are complete and access is authorised. The engagement records the actual due date, responsible reviewer and dependencies. Missing information and changes in scope are recorded before a revised date is agreed.
Sample output
See a working-paper format.
Open the fictional P-001 review-pack example to see a reconciliation, proposed adjustment and open-question register. The agreed service determines which schedules your pack contains.
Working questions
FAQ
Does La Comptabilité sign an audit opinion?
No. The audit team controls audit procedures, conclusions and signing. Our scope is accounting preparation and workpaper support.
Who is this service for?
For CPA and chartered accountancy practices with 5-50 people assigning year-end preparation or workpaper support.
How is turnaround agreed?
The SOW records the due date after the records, volume and access have been checked. The ten-day pilot target applies to the signed pilot scope.
What happens to missing records?
The file carries an open-item log with an owner and a decision needed. Unsupported entries are not treated as approved.
Can we begin with one entity?
Yes. Start with a defined pilot scope and decide the ongoing arrangement after reviewing the agreed output.
First assignment
Start your year-end and audit support pilot
Choose the period, records and reviewer. The scope sets deliverables, review responsibilities, billing and acceptance criteria.
Start a 10-day Pilot