CPA Offerings · Planned

Professional engagements, introduced ahead of time.

These are areas we intend to offer in the future. We are not accepting professional engagements until the applicable practice and firm requirements have been verified.

Sample month-end workpaperIllustrative example—not client work

Reconciliation (fictional)

1010 Operating cashTied
GL 48,210 · Support 48,210
1200 Accounts receivableOpen item
GL 31,950 · Support 31,620
2000 Accounts payableTied
GL (18,400) · Support (18,400)

Account	GL	Support	Status
1010 Operating cash	48,210	48,210	Tied
1200 Accounts receivable	31,950	31,620	Open item
2000 Accounts payable	(18,400)	(18,400)	Tied

Close timeline

Cutoff (sample: complete)
Reconcile (sample: complete)
Accruals (sample: pending)
Review (sample: pending)
Report (sample: pending)

Reporting snapshot

Planned areas

01Professional accounting
02Budgeting and forecasting
03Financial reporting
04Internal controls
05Technical accounting
06Attestation engagements

Excluded: corporate tax preparation.

Current status: not accepting professional engagements. This page is not a claim that andy.cpa is a registered CPA firm or is ready to perform these services, and it is not an offer to provide them. Today, andy.cpa offers client-directed offshore resourcing and free educational tools.