Audit Solutions Pricing for CPA Firms

Participant Count	< 100	100 – 500	501 – 1,500
Fees	$2,499	$3,499	$3,999
Plans	Basic	Standard	Premium
All Features Included In Your Plan
Turnaround Time Working days to completion once all documents are received.	8–10 Days	10–12 Days	12–15 Days
Audit Planning & Call Kickoff meeting and strategy setup to align with your HR team.
Risk Assessment Identifying specific areas of your plan most vulnerable to errors.
Materiality Setup Defining the dollar threshold for "significant" errors in your plan.
Walkthrough Procedures Tracing a single transaction to verify your internal system controls.
Eligibility Testing Ensuring employees are entering the plan exactly when they should.
Contribution Testing Verifying that payroll deductions match participant elections.
Rollover Testing Checking that funds moved from prior employers were handled correctly.
Loan Testing Auditing participant loans for IRS limit compliance and repayments.
Distribution Testing Verifying that payouts to retired/terminated staff were accurate.
Form 5500 Reconciliation Ensuring the audit report matches your government filing exactly.
SOC 1 Analysis Evaluating the security and data audit of your platform provider.
Multi-Platform Support Coordination for plans using more than one investment house.	+Add-on	+Add-on
TPA Change Support Auditing the "Trust-to-Trust" transfer if you changed providers.	+Add-on	+Add-on
EBP Disclosure Checklist Specialized ERISA check to ensure all legal footnotes are present.
Peer Review Support High-level documentation support for regulatory inspections.	+Add-on	+Add-on
Drafting & Final Report The delivery of your formal Audit Opinion and Financials.

Select Your Annual Revenue

Turnaround (Days)	12-15	12-15	12-15
Average Pricing The base fee for the professional audit engagement.	$3,999	$4,499	$5,199
All Features Included In Your Plan
Audit Planning Initial strategy phase where we set scope, timelines, and materiality.
Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.
Leading Planning Call A live video kickoff meeting with our senior team and your executives.
Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.
Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.
ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.
GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.
Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.
Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.
ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.
Deferred Tax Calculation Complex computation of future tax assets or liabilities.
Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.
Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.
Consolidation Support Reporting for multiple entities including intercompany eliminations.

Turnaround (Days)	15-18	15-18	18-22
Average Pricing The base fee for the professional audit engagement.	$5,199	$6,299	$7,499
All Features Included In Your Plan
Audit Planning Initial strategy phase where we set scope, timelines, and materiality.
Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.
Leading Planning Call A live video kickoff meeting with our senior team and your executives.
Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.
Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.
ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.
GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.
Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.
Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.
ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.
Deferred Tax Calculation Complex computation of future tax assets or liabilities.
Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.
Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.
Consolidation Support Reporting for multiple entities including intercompany eliminations.

Turnaround (Days)	22-25	22-25	25-30
Average Pricing The base fee for the professional audit engagement.	$8,499	$9,999	$12,999
All Features Included In Your Plan
Audit Planning Initial strategy phase where we set scope, timelines, and materiality.
Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.
Leading Planning Call A live video kickoff meeting with our senior team and your executives.
Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.
Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.
ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.
GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.
Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.
Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.
ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.
Deferred Tax Calculation Complex computation of future tax assets or liabilities.
Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.
Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.
Consolidation Support Reporting for multiple entities including intercompany eliminations.

Multi-Platform /
Additional Custodian

$750

Per additional platform

TPA / Recordkeeper
Change

+$1,000

Requires a one-time "Asset Transfer" audit

Additional Payroll
System

+$500

If data is pulled from multiple sources like ADP + Gusto

Administrative
Catch-up

$100 _/Hr

Only if books are unreconciled or data is missing

Schedule a Free Consultation

Get Personalized Outsourced Accounting Services for Your Firm.

Transparent Audit Solutions Pricing

Scaled to Match Your Operational Complexity

Fees

All Features Included In Your Plan

Turnaround Time Working days to completion once all documents are received.

Audit Planning & Call Kickoff meeting and strategy setup to align with your HR team.

Risk Assessment Identifying specific areas of your plan most vulnerable to errors.

Materiality Setup Defining the dollar threshold for "significant" errors in your plan.

Walkthrough Procedures Tracing a single transaction to verify your internal system controls.

Eligibility Testing Ensuring employees are entering the plan exactly when they should.

Contribution Testing Verifying that payroll deductions match participant elections.

Rollover Testing Checking that funds moved from prior employers were handled correctly.

Loan Testing Auditing participant loans for IRS limit compliance and repayments.

Distribution Testing Verifying that payouts to retired/terminated staff were accurate.

Form 5500 Reconciliation Ensuring the audit report matches your government filing exactly.

SOC 1 Analysis Evaluating the security and data audit of your platform provider.

Multi-Platform Support Coordination for plans using more than one investment house.

TPA Change Support Auditing the "Trust-to-Trust" transfer if you changed providers.

EBP Disclosure Checklist Specialized ERISA check to ensure all legal footnotes are present.

Peer Review Support High-level documentation support for regulatory inspections.

Drafting & Final Report The delivery of your formal Audit Opinion and Financials.

Average Pricing The base fee for the professional audit engagement.

All Features Included In Your Plan

Audit Planning Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation Complex computation of future tax assets or liabilities.

Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support Reporting for multiple entities including intercompany eliminations.

Average Pricing The base fee for the professional audit engagement.

All Features Included In Your Plan

Audit Planning Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation Complex computation of future tax assets or liabilities.

Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support Reporting for multiple entities including intercompany eliminations.

Average Pricing The base fee for the professional audit engagement.

All Features Included In Your Plan

Audit Planning Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation Complex computation of future tax assets or liabilities.

Inventory Testing Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606) Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support Reporting for multiple entities including intercompany eliminations.

Multi-Platform / Additional Custodian

$750

TPA / Recordkeeper Change

+$1,000

Additional Payroll System

+$500

Administrative Catch-up

$100 /Hr

Secure Your Stakeholder Confidence

Schedule a Free Consultation

Quick Contact

Turnaround Time

Working days to completion once all documents are received.

Audit Planning & Call

Kickoff meeting and strategy setup to align with your HR team.

Risk Assessment

Identifying specific areas of your plan most vulnerable to errors.

Materiality Setup

Defining the dollar threshold for "significant" errors in your plan.

Walkthrough Procedures

Tracing a single transaction to verify your internal system controls.

Eligibility Testing

Ensuring employees are entering the plan exactly when they should.

Contribution Testing

Verifying that payroll deductions match participant elections.

Rollover Testing

Checking that funds moved from prior employers were handled correctly.

Loan Testing

Auditing participant loans for IRS limit compliance and repayments.

Distribution Testing

Verifying that payouts to retired/terminated staff were accurate.

Form 5500 Reconciliation

Ensuring the audit report matches your government filing exactly.

SOC 1 Analysis

Evaluating the security and data audit of your platform provider.

Multi-Platform Support

Coordination for plans using more than one investment house.

TPA Change Support

Auditing the "Trust-to-Trust" transfer if you changed providers.

EBP Disclosure Checklist

Specialized ERISA check to ensure all legal footnotes are present.

Peer Review Support

High-level documentation support for regulatory inspections.

Drafting & Final Report

The delivery of your formal Audit Opinion and Financials.

Average Pricing

The base fee for the professional audit engagement.

Audit Planning

Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures

Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call

A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing

Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing

Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test

Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist

A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call

Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation

Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc

Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation

Complex computation of future tax assets or liabilities.

Inventory Testing

Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606)

Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support

Reporting for multiple entities including intercompany eliminations.

Average Pricing

The base fee for the professional audit engagement.

Audit Planning

Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures

Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call

A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing

Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing

Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test

Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist

A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call

Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation

Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc

Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation

Complex computation of future tax assets or liabilities.

Inventory Testing

Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606)

Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support

Reporting for multiple entities including intercompany eliminations.

Average Pricing

The base fee for the professional audit engagement.

Audit Planning

Initial strategy phase where we set scope, timelines, and materiality.

Walkthrough Procedures

Testing internal systems by tracing a transaction from start to finish.

Leading Planning Call

A live video kickoff meeting with our senior team and your executives.

Revenue & Expense Testing

Verification of sales and costs to ensure reported profits are accurate.

Asset & Liability Testing

Direct confirmation of Cash, Receivables, and Debt with 3rd parties.

ASC 842 / Deferred Tax Test

Standard testing of lease liabilities and future tax implications.

GAAP Disclosure Checklist

A 100+ point inspection to ensure all legal footnotes are present.

Leading Walkthrough Call

Live observation of your team’s accounting processes to verify controls.

Depreciation Calculation

Assistance with computing asset wear-and-tear and useful life schedules.

ASC 842 Lease Calc

Technical support in computing the balance sheet impact of leases.

Deferred Tax Calculation

Complex computation of future tax assets or liabilities.

Inventory Testing

Verification of physical stock-on-hand through cycle counts or observation.

Complex Rev. Rec (606)

Testing for subscription models, milestones, or multi-element contracts.

Consolidation Support

Reporting for multiple entities including intercompany eliminations.

Multi-Platform /
Additional Custodian

TPA / Recordkeeper
Change

Additional Payroll
System

Administrative
Catch-up

$100 _/Hr