For most nonprofits, the audit is the highest-pressure financial event of the year, and the one your team is least equipped to run alone. Pulling schedules, fielding auditor requests, reconstructing records from months ago, and keeping the timeline on track, all while the rest of the organization keeps moving.
CFO Leverage leads the audit from your side of the table. We prepare the organization, build the prepared-by-client (PBC) schedules, and work shoulder-to-shoulder with your external auditor through fieldwork, so your team isn’t scrambling and your leadership isn’t guessing. Our co-founder Daniel Weaver wrote a book on the nonprofit audit process, and that depth shows up in how smoothly we run yours.
reconciliations, and supporting documentation before fieldwork begins, coordinating directly with your external auditor and managing the request list, keeping financial records audit-ready year-round rather than only at year-end, tracking and responding to auditor inquiries as they arise, managing the audit timeline so the process stays on schedule, and reviewing the draft report to resolve open questions before the opinion is finalized.
For organizations approaching their first independent audit (often as they cross the roughly $1 million threshold), we serve as the guide through an unfamiliar, high-stakes process, not a bookkeeper handing over files and hoping for the best.
Audit preparation shouldn’t be a year-end scramble, and it shouldn’t land on an executive director who already has a full plate. When no one owns the process from the organization’s side, deadlines slip, requests pile up, and avoidable findings surface.
We’ve facilitated audits across more than 20 nonprofit organizations, so we know where they tend to go sideways. Grant revenue recognition and lease accounting are common trouble spots, and we head those issues off before fieldwork rather than discovering them in a finding. The result is a clean, calm audit and an auditor who has everything they need, on time.
Organizations that use Audit Leadership & Facilitation often also benefit from Accounts Payable (which includes clear internal controls), Monthly Reports (which keep the books accurate monthly), and Restricted Fund Tracking.
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