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.

Christina Smith, Accounting Specialist

Christina Smith brings a strong and versatile accounting background to Cook CPA Group, where she focuses exclusively on bookkeeping, month-end close, and financial operations support for growing businesses.

Throughout her career, Christina has held key financial leadership roles — including serving as controller for a $30 million company and guiding a startup from launch through successful acquisition within three years. Her hands-on experience in fast-paced environments allows her to bring both structure and scalability to client operations.

Christina works closely with business owners and internal teams to streamline books, improve visibility, and support smart financial decisions. She is a trusted partner for clients seeking clarity, consistency, and confidence in their numbers.

She is well-versed in QuickBooks Online, cloud-based reporting tools, bill pay platforms, and POS systems, enabling her to build financial workflows that integrate smoothly with day-to-day operations and scale as the business grows.

Christina Smith, Accounting Specialist

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