Turn audit chaos into a clean prep packet.
We organize payroll, class-code, subcontractor, and certificate-of-insurance materials into a reviewer-friendly packet before the audit clock gets painful.
Where we help before the audit
We cover the messy preparation work that usually sits between the audit notice and the auditor review.
1. Gather
Collect the records auditors commonly ask for: payroll reports, job duties, class codes, subcontractor lists, and COIs.
2. Organize
Turn scattered docs and spreadsheets into a concise packet a business owner or controller can review quickly.
3. Flag gaps
Surface missing certificates, classification questions, and payroll mismatches before they become audit surprises.
Best fit
Small and mid-sized employers who received an audit notice, switched payroll providers, used subcontractors, or suspect class-code/payroll records are scattered.
The goal is simple: fewer surprises and a cleaner conversation with the auditor or broker.
How to start
Email us for a sample packet. If it fits, send the audit notice and current record list. We return a structured prep packet and missing-item checklist.