Client and Audit Assistance Services


Client Assistance Services (CAS)

Growing a profitable company involves having the right resources available when you need them and fits in your budget. Our Client Assistance Services (CAS) are specifically designed to help you effectively and efficiently manage your company's workflow and allow you to focus on growing your company. We can provide short-term accounting or bookkeeping assistance to help get you caught up, set up accounting systems or migrate from desktop accounting applications to online accounting platforms, such as QuickBooks Online, assist with helping you prepare for an audit, and other tasks that will make life easier. We can also perform budgets and forecasts.

Our Client Assistance Services (CAS) can be performed in-house or remote and billed either fixed-fee or hourly, and for as long as you need us.

Audit Assistance Services (AAS)

With over 10 years of accounting and auditing experience, we know what auditors are looking for and can help you with your audit or review. Our Audit Assistance Services (AAS) are designed to help reduce the workload of responding to audit requests and questions so you can focus on your business. Our Audit Assistance Services (AAS) includes:

  • Drafting financial statements and related footnote disclosures
  • Preparing confirmations and letters
  • Compiling invoices and other documentation to support sample selections
  • Preparing bank and credit card reconciliations 
  • Scheduling fixed asset and depreciation, notes receivables/payables and interest calculations, and other supporting schedules
  • Other audit tasks to help keep audit costs to a minimum.

Let us know if we can help you with your audit.

If you need an audit or review, we can do that too! Check out our Audit and Reviews page for more information.

We look forward to serving you!

Duncan & Company, LLC