Beta review now open

Close the year with clean, organized, supportable books.

AuditPrepper helps growing companies prepare for year-end, tax season, audits, bank requests, investor reporting, and internal review with a practical Excel-based toolkit for cleaning up and supporting the books.

Request early access

See what’s included

Year-end

•

Tax season

•

Audit readiness

•

Bank & investor requests

AuditPrepper.xlsx

Close readiness file

Close health

82%

Master Year-End Close Checklist

PBC / CPA Request Tracker

Balance Sheet Reconciliation Template

A repeatable system for support, reconciliations, schedules, requests, and documentation gaps.

Is your company actually ready for year-end?

Year-end exposes every weak spot in the accounting process.

Most companies do not have messy financials because they lack software.

They have messy financials because their accounting process is scattered across emails, folders, spreadsheets, missing support, inconsistent reconciliations, and tribal knowledge.

AuditPrepper gives your team a repeatable system to bring the books up to speed before someone else asks for proof.

Year-end weak spots

Review before close

Missing support for journal entries and transactions

Balance sheet accounts that do not reconcile cleanly

Incomplete prepaid, accrual, fixed asset, loan, or intercompany schedules

Bank reconciliations with unexplained adjustments

Missing vendor bills, customer invoices, contracts, or backup documentation

Inventory balances that have not been counted, reviewed, or trued up

CPA, audit, bank, or investor requests tracked through scattered emails

What AuditPrepper helps you do

Know what needs to be fixed before your CPA, auditor, bank, or investor asks.

Repeatable close checklist

Close the year with a system your team can reuse instead of rebuilding from scattered notes.

Standardized reconciliations

Bring balance sheet support, schedules, and explanations into a consistent format.

Organized support

Keep contracts, bills, invoices, backup, and journal entry support connected to the right accounts.

Request tracking

Track CPA, audit, bank, investor, and internal requests without losing the thread in email.

Documentation gaps

Identify missing support before an outside reviewer finds it for you.

Better close discipline

Reduce year-end chaos and improve the process going forward.

What’s included

An Excel-based toolkit and implementation guide for practical audit preparation.

Close Health Scorecard

Master Year-End Close Checklist

PBC / CPA Request Tracker

Balance Sheet Reconciliation Template

Prepaid Expense Schedule

Accrued Expense Schedule

Fixed Asset Rollforward

Loan Reconciliation Template

Intercompany Tracker

Journal Entry Support Template

Documentation Standards

AI Prompt Pack + Implementation Guide

Who it’s built for

For finance teams whose accounting process has not kept up with the business.

Built for

Controllers · CFOs · Accounting Managers · Business owners · Finance team leads · Fractional finance professionals

Best fit

10–150 employees

$1M–$100M in revenue

Teams preparing for year-end, tax season, audit, bank review, investor review, or cleanup

Current status

AuditPrepper is currently in beta review.

Founding users may request early access to the toolkit and provide feedback before public release.

Request early access

Optional hands-on support

Some teams need more than templates.

AuditPrepper can also provide premium support for cleanup, readiness review, documentation gap assessment, close checklist customization, and Fractional Controller / CFO support.

Cleanup

Readiness review

Gap assessment