Services
Audit & Assurance Support Services
TaxQube provides CPA firms with dedicated audit support professionals who assist with workpaper preparation, reconciliations, audit schedules, and fieldwork activities. We deliver review-ready outputs that integrate seamlessly with your firm's methodologies and workflows, operating under your supervision and quality standards.
What’s included
Workpaper Preparation
Well-organized workpapers are the foundation of an efficient and high-quality audit engagement. Our team assists with preparing comprehensive documentation that is structured, complete, and ready for review.
Services Include:
- Audit workpaper preparation
- Lead schedules and supporting schedules
- Trial balance documentation
- Account roll-forwards
- Financial statement tie-outs
- Audit file organization and indexing
- Documentation updates and cross-referencing
Reconciliations & Account Analysis
Accurate reconciliations and account analyses support efficient testing and help streamline the audit process.
Services Include:
- Bank and cash reconciliations
- General ledger reconciliations
- Balance sheet account analysis
- Fixed asset schedules
- Revenue and expense analysis
- Supporting account schedules
- Investigation of discrepancies and variances
Audit Schedules & Supporting Documentation
Preparing organized schedules and supporting documentation allows engagement teams to work more efficiently and maintain consistency across engagements.
Services Include:
- Accounts receivable schedules
- Accounts payable schedules
- Fixed asset schedules
- Debt schedules
- Prepaid and accrual schedules
- Equity roll-forward schedules
- Supporting documentation compilation
Fieldwork Support
Our professionals assist engagement teams during fieldwork by preparing documentation, performing testing procedures, and organizing audit evidence under your direction and supervision.
Services Include:
- Sampling support
- Substantive testing assistance
- Analytical procedures
- Transaction testing
- Supporting evidence compilation
- Confirmation tracking support
- Variance analysis and documentation
Financial Statement Support
Support the preparation and review process with organized documentation and reporting assistance.
Services Include:
- Financial statement preparation support
- Disclosure checklist assistance
- Supporting schedules preparation
- Financial statement tie-outs
- Reporting package preparation
- Documentation review support
Audit Workflow & Coordination Support
Maintain efficient engagement workflows by organizing tracking and communication.
Services Include:
- Engagement status tracking
- Client request list management
- Documentation follow-ups
- Workflow coordination support
- Practice management system support
- Audit file administration
Expertsupport.Reliableexecution.Long-termpartnership.
Whether you're launching, growing, or scaling your business, TaxQube is here to help you navigate every financial milestone.