How to Prepare for a Successful Financial Statement Audit

How to Prepare for a Successful Financial Statement Audit

If audit season makes you groan, you’re not alone. The word “audit” carries a lot of baggage, but a well-planned audit can be one of the most useful things that happens to your organization all year. Here is a practical guide to preparing, drawn from a GGFOA presentation on getting audit-ready.

Client Accounting Services: Finance Support Without the Overhead

Client Accounting Services: Finance Support Without the Overhead

Most growing businesses reach a point where the books can no longer be a side task. You’re up late reconciling accounts, a part-time bookkeeper is stretched thin, and nobody is sure whether the numbers are right until tax season. Client Accounting Services (CAS) exists for this moment.

Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details

Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details

Lease and subscription arrangements can be easy to overlook—but keeping an accurate, up-to-date listing of lease and subscription liabilities is an important part of maintaining reliable financial records.
Our firm offers a nonattest service designed to help governmental clients stay organized and keep pace with the requirements of GASB 87, Leases, and GASB 96, Subscription-Based Information Technology Arrangements (SBITAs).

Non-profits: Guide to reporting in-kind donations

Non-profits: Guide to reporting in-kind donations

Securing in-kind donations is vital for any non-profit or charitable organization, but just as important is accounting for them properly. In June 2020, the Financial Accounting Standards Board introduced changes to the General Accepted Accounting Principles (GAAP) for documenting and presenting the value of in-kind donations in financial statements. This article provides an overview of the changes and what you need to know.

The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance

The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance

As the 2026 calendar closes in on the October 15th deadline, many plan administrators are unsure if their employee benefit plan requires an audit. Our team can help you determine if your plan requires an audit or if your plan is approaching the audit threshold for the first time. With this knowledge, we can either act quickly and efficiently to ensure your audit is completed before the October 15th deadline or work with you to ensure you are properly prepared for your first audit in 2027.

Final Reminder: Download your files before NetClient CS Portal Closes

Feb 24, 2026 | Client Reminders | 0 comments

This is a final reminder that our NetClient CS (NetClient Access) portal will be permanently closed on December 31, 2025. After this date, all documents in the portal will be permanently deleted and cannot be recovered.  

To keep any files you need, please follow these steps before (Final Date):  

  1. Go to login page: http://secure.netlinksolution.com/nextgen/#/ 
  1. Login using your existing username and password  
  1. Click documents or File Exchange (depending on your portal layout)  
  1. Find the documents or folders you want to save  
  1. Click the download icon (or right-click and choose “Download”) to save each file to your computer  

IMPORTANT:  

Be sure to check all folders, including prior year tax documents and any shared folders. 

If you have trouble logging in or need help downloading, please contact us at 770-287-7800 and ask for Liz. We’re here to help!  

 

Going forward, please continue using SafeSend for all document uploads and secure exchanges.  

Thank you for your prompt attention to this important step and for your continued partnership with us.  

How to Prepare for a Successful Financial Statement Audit

How to Prepare for a Successful Financial Statement Audit

If audit season makes you groan, you’re not alone. The word “audit” carries a lot of baggage, but a well-planned audit can be one of the most useful things that happens to your organization all year. Here is a practical guide to preparing, drawn from a GGFOA presentation on getting audit-ready.

Client Accounting Services: Finance Support Without the Overhead

Client Accounting Services: Finance Support Without the Overhead

Most growing businesses reach a point where the books can no longer be a side task. You’re up late reconciling accounts, a part-time bookkeeper is stretched thin, and nobody is sure whether the numbers are right until tax season. Client Accounting Services (CAS) exists for this moment.

Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details

Staying Ahead of GASB 87 & 96: Let Us Help Manage the Details

Lease and subscription arrangements can be easy to overlook—but keeping an accurate, up-to-date listing of lease and subscription liabilities is an important part of maintaining reliable financial records.
Our firm offers a nonattest service designed to help governmental clients stay organized and keep pace with the requirements of GASB 87, Leases, and GASB 96, Subscription-Based Information Technology Arrangements (SBITAs).

Non-profits: Guide to reporting in-kind donations

Non-profits: Guide to reporting in-kind donations

Securing in-kind donations is vital for any non-profit or charitable organization, but just as important is accounting for them properly. In June 2020, the Financial Accounting Standards Board introduced changes to the General Accepted Accounting Principles (GAAP) for documenting and presenting the value of in-kind donations in financial statements. This article provides an overview of the changes and what you need to know.

The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance

The October 15th Deadline: A Good Time to Get Ahead for Next Year or the Last Chance to Maintain Compliance

As the 2026 calendar closes in on the October 15th deadline, many plan administrators are unsure if their employee benefit plan requires an audit. Our team can help you determine if your plan requires an audit or if your plan is approaching the audit threshold for the first time. With this knowledge, we can either act quickly and efficiently to ensure your audit is completed before the October 15th deadline or work with you to ensure you are properly prepared for your first audit in 2027.

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