Audit Services
Audit Confidence, Every Step of the Way
Our seasoned CPAs at Balanced Asset Solutions handle all aspects of internal and external audits, from trust account reviews to DRE compliance. With a proven track record and a 100% audit pass rate, we take the stress out of audits.
Ensure accuracy and compliance with expert forensic accounting.
- Comprehensive financial evaluations to identify discrepancies
- Thorough review of historical records for compliance and accuracy
- CPA-led solutions for clean, reliable financial statements
Stay compliant with confidence during any audit.
- Full ownership of trust account and security deposit audits
- Seamless interaction with the Department of Real Estate (DRE)
- Guidance on meeting GAAP standards and state regulations
Reconcile financials for a clean and accurate audit process.
- Review and correction of bank accounts and balance sheets
- Address uncleared checks, deposits, and journal entries
- Ensure proper reconciliation of A/R, A/P, and clearing accounts
Keep your business audit-ready year-round.
- Regular financial reviews to maintain compliance
- Detailed preparation of supporting documents and records
- Proactive guidance to minimize risks and streamline operations
OUR PROCESS
Our streamlined process will ensure a smooth transition for you.
Submit a Form
Fill out a quick form on our website to get started.
Discovery Call
We’ll schedule a call to learn about your current operations and goals.
Questionnaire
Complete our questionnaire to help us understand the full scope of your needs.
Customized Proposal
We calculate the required hours and scope, then provide a flat-fee proposal—no hourly surprises.
Kickoff Call
Once the proposal is signed, we’ll have a kickoff call to review the plan and begin the project or service.