Audit Ease® 

CMF’s Audit Ease® services fill the resource gap caused by conflicting finance department priorities and post-SOX “auditor independence,” managing the increasingly complex job of driving a portfolio company audit to completion and ultimately keeping private equity bank relations and growth plans on track. View "Results Reel" video » 

Why Choose CMF?

  • We offer a specialized, independent solution for navigating an audit’s regulatory complexity, serving as your audit preparation and management resource, while maintaining the required independence from the audit firm.
  • CMF’s team of seasoned Big 4 alums and middle-market financial management veterans brings deep experience working with Big 4 national offices, and is positioned with both knowledge of the key items that your auditor will focus on, and skills to quickly resolve complex issues.
  • CMF drives complete preparation for and management of the audit, including schedules and information flow, so the management team can focus on operations and internal reporting issues, and you can turn attention to enhancing EBITDA.
  • CMF works with the portfolio company finance team and external auditors to facilitate completion of all financial audits inherent to your growth plan, including annual audits, transaction-related back-year and opening balance sheet audits, and more.

Audit Ease Service Activities

  • Internal audit preparation and project management
  • Management of audit schedule preparation
  • Documentation of process control narratives, system flow charts and control matrices
  • Completion of tax provision
  • Completion of first draft of financial statement, including footnotes
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Service Offerings

Learn how CMF’s financial management consulting services can enhance the value of your middle-market portfolio company.