Prepared schedules
The reconciliations and supporting records behind the reported figures, ready for external review.
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Audit & Tax Coordination
Prepare for an audit and coordinate tax requirements alongside your wider finance function.
Your next step
When an external request is on the calendar
Cypher prepares the records the request depends on and coordinates it between your team and the specialist provider handling it.
- You are preparing financial records for an external audit.
- You need help coordinating sales tax or R&D tax credit requirements.
This service is preparation and coordination. It covers getting records ready for an external review, tracking what has been requested and by whom, and keeping sales tax and credit work organised. The engagement states which tasks Cypher performs and which belong to the auditor, the tax professional or another qualified provider.
Service scope
Where we can help
Discuss your current setup and priorities with the team to find the scope that fits your business.
The split of work is agreed at the start and confirmed with the specialist involved. Cypher prepares and coordinates. Performing an audit, preparing or filing returns, and giving tax, legal or other licensed advice are not part of this scope.
- Filing positions stay with the tax professional and the review opinion stays with the auditor.
- Sales tax data is prepared for reporting; registrations and returns are filed by the licensed provider.
- Audit readiness and external auditor coordination
- Sales tax and R&D tax credit coordination
The work itself
How the coordination runs
- Preparing the schedules and supporting records behind reported balances, from the closed books.
- Coordination of the request list: what has been asked for, who owns each item, and what is still open.
- Sales tax tracking support, so transaction data is prepared for reporting and nexus questions are raised with the tax professional.
- Support on credit claims, where the financial records behind a claim are prepared and coordinated with the specialist handling it.
What comes out of it
What the work produces
A request tracker
What has been asked for, who owns it, and what is still open.
Sales tax reporting data
Sales data prepared for reporting, with nexus and filing questions going to the tax professional.
Client examples
Client examples
Each example describes work already delivered for that client, not a promise of the same result.
- STNKY: Sales tax tracking across states →
Sales tax tracking through TaxJar across applicable states, with nexus and reporting questions handled alongside the business's legal partner.
The wider finance function
Connected, not separate
Accounting, controllership, planning and CFO guidance support different needs. Explore the other areas of support as your priorities change.
Why Cypher →How it starts
Start with your business
A discovery call covers your challenges, goals and fit. A strategy call follows with recommended solutions and pricing.
See how Cypher works →Explore the experience and scope
Read our clients' stories and explore pricing based on your stage of growth, business model and transaction volume.
Let's talk about your finance needs
Tell us where your business is today and what you are working toward.
Contact Cypher →