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Outsourced Accounting & Pre-Audit Services

Flexible support that strengthens internal accounting processes and ensures audit readiness with confidence.

Customized Accounting Solutions to Strengthen Internal Capacity

ClearPoint CPAs partners with organizations to provide customized outsourced accounting solutions that reduce strain on internal resources and deliver clear, reliable financial reporting. Whether you need short-term assistance or long-term support, our team works alongside your management and finance staff to meet growing financial reporting demands while improving operational efficiency. We assist with monthly, quarterly, or annual reconciliations to ensure accuracy across all financial accounts, including cash accounts, receivables, governmental revenue, interfund activity, pension and OPEB reporting, capital assets, fund balance classifications, and lease compliance. Our team also provides process improvement, staff training, and consulting services to strengthen existing accounting operations, ensuring financial information is organized, audit-ready, and compliant with reporting standards.

In addition, our pre-audit support services prepare organizations for a smooth and efficient audit process by developing draft SEFA reports, coordinating audit request lists, preparing support schedules and audit-ready workpapers, and serving as technical liaisons with external auditors. We offer comprehensive internal control reviews, simulated audit testing, risk assessments, and post-audit process evaluations to reduce potential audit issues, address findings, and reinforce long-term internal safeguards. With ClearPoint CPAs, you gain experienced accounting professionals who fully understand auditor expectations and work proactively to keep your financial reporting clear, organized, and fully prepared for audit review.

Our Outsourced Accounting & Pre-Audit Services offerings include:

  • Monthly, quarterly, and annual accounting reconciliations
  • Cash account and interfund activity reconciliations
  • Receivables, property tax, and governmental revenue analysis
  • Pension and OPEB-related reporting assistance
  • Fund balance classification and net position reconciliations
  • Capital asset tracking, reconciliation, and reporting
  • Lease and SBITA compliance assistance
  • Staff training and financial process improvement
  • Audit support schedule preparation and workpaper development
  • SEFA draft preparation and audit request coordination
  • Internal control documentation, simulated audit testing, and post-audit remediation
  • Technical accounting consultation for complex accounting standards
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