West Palm Beach · Nonprofits & churches
Your mission.
Your next chapter.
A clearer path
to your audit.
An audit can raise a lot of questions. Audit Assist helps nonprofit and church leaders prepare for the conversation—and take an informed next step toward an engagement.
Educational resources & engagement inquiries
A considered first step
You have an organization to lead.
Start with the questions that matter.
Perhaps a funder has asked for audited financial statements. A board is planning ahead. Or your church is approaching a new stage of growth. Before you request a proposal, it helps to know what is being requested, when it is needed, and where your records stand.
Audit Assist is a place to begin that work. Explore practical information, then tell us what your organization needs.
Who this is for
Built around your responsibilities.
Focused on nonprofit and church leaders in West Palm Beach and nearby Palm Beach County communities.
Keep the mission moving.
Plan for the reporting ahead.
For executive directors, finance leaders, and board members navigating an upcoming audit conversation.
Explore nonprofit planning ↗02 / Churches & ministriesMake room for ministry.
Bring clarity to the finances.
For pastors, administrators, treasurers, and finance committees preparing for their next reporting step.
Explore church planning ↗03 / Other organizations & needsYour business.
Your reporting requirements.
For construction companies, other businesses, and organizations exploring agreed-upon procedures or another reporting need.
Explore other needs ↗The path forward
A straightforward beginning.
Tell us what brought you here.
Share a few details about your organization, the reporting request, and your timing.
Put the opportunity in context.
Your inquiry helps establish whether a discussion about a potential engagement makes sense.
Meet the firm before you decide.
If a potential fit is identified, the CPA firm would be named before a proposal or engagement agreement.
Audit Assist LLC provides educational information and collects engagement inquiries. It does not perform audits, reviews, or agreed-upon procedures engagements. Any engagement would be accepted, performed, and signed by a separate CPA firm, subject to that firm’s evaluation.
Free PDF · Nonprofits & churches
A reporting deadline.
A place to start.
Get our three-page Audit Planning Guide, including a milestone checklist and a printable reporting calendar for your team.
Available after a short request form. No newsletter signup.
The planning desk
Useful reading. A more informed start.
Planning guide
Before your first audit conversation
Five details that help turn a general inquiry into a useful discussion.
Read the guide ↗Planning guide
Work backward from your deadline
A practical way to connect reporting dates, board meetings, and preparation.
Read the guide ↗Church leadership
Bring your financial records into focus
A starting point for organizing information across staff, volunteers, and ministries.
Read the guide ↗Start here
A good next step starts with a few details.
Tell us about your organization, your timing, and what prompted the conversation.