Co-Pilot Auditor
Your Internal Audit-Readiness Partner — Before the Auditors Arrive
Businesses are built on operations — not audit binders. When auditors arrive with PBC lists, assertions, and requests for source docs, AJEs, related-party support, reconciliations, and rollforwards, disorganization turns into billable hours and higher fees. ebotCPA's Co-Pilot Auditor steps in as your internal audit-prep partner — getting you organized, audit-ready, and in control before the engagement begins.
Stop Paying Audit Fees for Disorganization
Every hour your auditors spend searching for documents is an hour billed to you
The Problem: Audits Catch Businesses Off Guard
What Auditors Actually Request
- PBC (Prepared-By-Client) lists with dozens of line items
- Financial statement assertions and management representations
- Original invoices, contracts, and source documents
- Adjusting Journal Entries (AJEs) with full support
- Related-party transaction documentation
- Account reconciliations and rollforward schedules
What Disorganization Costs You
- Auditors billing at $200-$500/hr to hunt for documents
- Multiple follow-up requests extending the engagement timeline
- Management distraction — your team pulled from operations
- Audit findings and control deficiencies that could have been resolved
- Delayed financial statements — missed bank covenants or reporting deadlines
- Repeat issues year after year
The Solution: Co-Pilot Auditor
ebotCPA embeds as your internal audit-prep partner — handling the heavy lifting so your team can keep running the business.
PBC List Management
We take ownership of the auditor's PBC list — tracking every open item, assigning internal owners, following up, and ensuring nothing slips through the cracks.
- PBC tracker build and maintenance
- Status reporting to management and auditors
- Internal deadline coordination
Source Document Organization
We locate, organize, and index all supporting documents — invoices, contracts, bank statements, payroll records — into a clean, auditor-ready package.
- Document retrieval and filing
- Digital indexing by account and period
- Secure auditor-facing file room
AJEs, Reconciliations & Rollforwards
We prepare and support the technical workpapers auditors most commonly request — adjusting entries, account reconciliations, and beginning-to-ending balance rollforwards.
- AJE preparation with full support
- Balance sheet reconciliations
- Fixed asset, debt, and equity rollforwards
Auditor-Facing Coordination
We serve as the primary point of contact with your external auditors — responding to questions, delivering documents, and managing the day-to-day audit workflow so your team isn't pulled away.
- Auditor communication management
- Management representation support
- Related-party documentation assembly
Real Results: Client Success Story
"Growth-stage company was consistently over their audit budget due to management time spent responding to auditor requests and missing documents. After Co-Pilot Auditor engagement, all PBC items were delivered on Day 1 of fieldwork — auditors completed in 60% of prior year hours."
*Illustrative scenario based on typical client outcomes. Results vary by company size, complexity, and audit scope.
Is Co-Pilot Auditor Right for You?
Co-Pilot Auditor is ideal if your organization experiences any of the following:
Professional Standards & Authority
Get Audit-Ready Before Your Auditors Arrive
Stop paying audit fees for disorganization. Co-Pilot Auditor gets your team, documents, and workpapers ready — so fieldwork runs faster, costs less, and findings stay minimal.
Schedule Free Readiness Call