CoverpandaTax credit assistance
Identify potential opportunities, coordinate supporting records and scope the applicable filing support.
Be ready for the
next financial request.
Organize the records and financial support behind credit opportunities, audits and franchise disclosures.
Audit preparation
Prepare schedules, organize reconciliations and coordinate financial information for your independent auditor.
FDD financial preparation
Support the financial statements and substantiation records your franchise counsel and other advisers require.
A scope you can review before you start.
We agree the entities, deliverables, responsibilities and pricing with your team. Headquarters services are separate from franchisee accounting engagements.
Preparation support does not replace an independent audit opinion or legal drafting of the FDD. We coordinate with your auditor, franchise counsel and tax advisers.
Tell us where your team
needs support.
We’ll define the work, ownership and next steps.
Talk to our teamA clear financial handoff
- Records
- Reconciliations and supporting financial schedules.
- Coordination
- A defined list of requests from your tax adviser, auditor or counsel.
- Readiness
- Financial information organized for their review.
Deliverables and timing are confirmed in your scope.