Unlike automated or assembly-like bookkeeping shops, we work closely with CPA and auditing professionals. This results in a smooth and supported experience so you’re ready when you need to escalate to a formal audit.

In full transparency: We’re not licensed auditors or CPAs. Because we don’t conduct audits ourselves, our only job is to make sure you’re 100% prepared. We have no conflict of interest or upsells – just clean, accurate books that pass inspection.

Already have a CPA or external auditor? Even better. We’ll coordinate with them to ensure everything lines up – no duplicated effort or billing overlap. Or if you need a CPA or auditor we can refer you to one of our trusted partners. (Note: We do not issue audit opinions, certify financials, or perform forensic investigations.)

Audit-ready books year-round means no more waiting for the panic of an audit and then realizing you’re not ready. At Penney Counter, we go beyond basic reconciliations. We conduct ongoing risk-flagging, documentation checks, and remediation. Other firms stop when books are ready for auditing. We prevent future errors through monthly checkups.

We help fix issues before they become audit problems – not after. You don’t need to be under audit to benefit. It’s about staying prepared and confident year-round.

Our deep experience with trust accounting compliance, 3-way reconciliations and proper ledger management means you get customized support beyond that of generalized platforms.

We’re not just number crunchers. Our focus is on preparing your business for growth or getting it ready for scrutiny. Unlike big teams, we respond to you quickly and reliably.