How should a nonprofit prepare for an audit?

Start by scheduling a pre-audit meeting, gathering PBC documents, reconciling accounts, organizing digital folders, and reviewing internal controls and policies. Cook CPA Group provides a 5-step checklist to guide you through the process.

What are PBC documents in a nonprofit audit?

PBC (Prepared by Client) documents are records the auditor will request, including trial balances, bank reconciliations, donor reports, grant agreements, and board minutes. Having these ready speeds up the audit.

How do I organize files for a nonprofit audit?

Use a digital folder system such as /Audit 2025/ with subfolders for Financials, Governance, Grants, and Supporting Docs. Clearly label everything for easy access by the auditor.

Why are internal controls important for nonprofit audits?

Auditors will test your internal controls to ensure proper financial oversight. Having documented and consistently followed procedures helps build trust and avoid audit findings.

Who can help with nonprofit audit preparation?

Cook CPA Group specializes in nonprofit audit readiness, including internal control reviews and year-end financial preparation. Contact us for a consult.

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Brianna Pickrel, Junior Executive & Operations Assistant

Consulting Services

Tax Services

Financial Statements

Sacramento/Roseville Area

San Francisco/Bay Area