Audit Readiness

    Audit Readiness for PE Portfolio Companies

    An audit shouldn't be an event. It should be a byproduct of how the finance function already runs.

    The audit scramble is familiar. Three weeks before the auditors arrive, the controller pulls the team off everything else to prepare binders, chase down support, and reconcile accounts that should have been reconciled monthly. This isn't an audit problem. It's an infrastructure problem. And the Diagnostic identifies exactly where that infrastructure fails.

    What Audit Readiness Actually Means

    Reconciliations current. Controls documented and operating. Journal entries with support. A close process that produces financials that don't need to be rebuilt. For PE-backed companies, the stakes are higher—a clean audit is the foundation of a clean exit.

    The Verzia Approach

    Diagnose

    The Verzia Diagnostic evaluates your compliance readiness as one of six dimensions. We identify every gap—balance sheet substantiation, revenue recognition methodology, internal controls, related-party transactions—and rank them by risk to your exit timeline.

    Architect

    Transformation Architecture redesigns your monthly close procedures to produce audit-ready financials as a natural output. Account reconciliation cadence. Journal entry documentation standards. Segregation of duties. Controls documentation your auditors can walk through without chasing your team.

    Advise

    Verzia Advisory keeps you audit-ready continuously—quarterly reviews, pre-audit dry runs, and real-time access when questions arise between engagements.

    Built From the Audit Side

    We spent years at Deloitte and PwC, auditing the companies we now advise. We know what auditors look for, how they prioritize risk areas, and what triggers scope expansion. We build your readiness around that knowledge.

    How We Work

    Diagnose → Architect → Advise

    Every engagement follows a lifecycle designed for PE timelines. Most clients enter at the Diagnostic. Some come to us mid-hold with a specific architecture need. A few stay for ongoing advisory through exit.