Join us for a practical webinar built for growth-stage tech finance leaders who want to move from audit chaos to control. We’ll break down what auditors actually expect, where startups get flagged, and how to get ahead of the most common audit hot spots.
Date: January 28, 2026 | Time: 10:00 AM PST/1:00 PM EST
From Audit Chaos to Control: A Practical Readiness Playbook for Tech Finance Leaders
Be Audit-Ready Before Audit Season
Learn the key expectations, red flags, and prep steps that keep growth-stage tech audits clean and on schedule.
This webinar is a practical audit-readiness playbook for growth-stage tech finance leaders who are tired of the “audit chaos moment” (the engagement letter gets signed… and suddenly the 100+ item PBC list lands in your lap). We’ll walk through what auditors actually expect and what triggers extra procedures, delays, and fee spikes in the pressure zones startups most often get flagged on: revenue, leases, debt & equity, and capitalized software. We’ll also touch on commonly overlooked areas like acquisitions and goodwill, with real-world examples of the red flags that lead to surprise adjustments.
You’ll leave with a clear framework to turn an audit readiness checklist into a focused work plan that protects your timeline, your team’s bandwidth, and investor confidence, plus concrete next steps to get ahead of this year’s audit scramble.
Kyle Geers, Danielle Lewis, and Travis Laganosky are senior leaders at Zeroed-In Consulting with 35+ years of combined experience helping high-growth companies stay audit-ready through complex transactions. Together, they bring deep technical accounting and SEC reporting expertise, plus hands-on leadership in finance ops, SOX compliance, and M&A, delivering fast, accurate financials that stand up to scrutiny.
Meet Your Webinar Hosts
Danielle Lewis
Co-Founder
Kyle is a seasoned professional based in Los Angeles, CA with 10+ years of public accounting experience, including seven years at global CPA firm Grant Thornton LLP. He has led financial statement and integrated audits for public and private companies, ranging from early-stage start-ups to multinational organizations with complex operations.
He brings deep advisory experience supporting businesses with technical accounting and financial reporting matters. Kyle is a graduate of the Goldman Sachs 10,000 Small Businesses accelerator program and a member of the 2019–2020 ACG Los Angeles Rising Stars Program. He is a licensed Certified Public Accountant in the state of California.
Kyle has significant expertise in US GAAP across a broad range of accounting topics and has led numerous engagements transforming client accounting and finance functions to achieve compliance. He holds a Bachelor’s Degree in Business Economics from the University of California, Los Angeles, with a minor in Accounting.
Danielle Lewis
Principal
Danielle is an experienced professional based in Las Vegas, NV. With 12+ of experience in public and private accounting, Danielle has a significant knowledge of accounting standards under US GAAP. She has experience with SEC reporting, regulatory reporting, XBRL and process improvement efficiencies.
In her accounting tenure, eight years have been focused on industry specific accounting standards for regulatory operations (ASC 980). Danielle has been involved with contract review to ensure proper accounting treatment, technical accounting memos and implementation of the new lease standard under ASC 842.
Danielle is a licensed Certified Public Accountant in the state of Nevada. She holds a Master of Accountancy and Bachelor’s Degree in Business Administration, with a major in accounting and minor in economics, from the University of Nevada, Reno.
Travis Laganosky
Managing Director
Travis is a strategic accounting leader based in Orlando, FL and a licensed Certified Public Accountant in the state of Florida. With nearly 15 years of experience, he brings extensive industry knowledge across technology, media, education, real estate, and healthcare. Travis has a proven track record of helping companies build scalable finance organizations and strengthen audit readiness by driving efficiencies, implementing best practices, and leveraging technology.
He provides expertise in full-cycle accounting, technical research and implementation for complex accounting matters, SEC reporting, SOX compliance, and M&A transactions. He is known for mentoring high-performing teams, streamlining reporting processes, and accelerating close timelines, delivering accurate, accountable, and measurable results.
Audit Readiness Strategies for Growth-Stage Tech Finance Teams
Join us for a practical deep dive into what auditors actually expect and how to get ahead of the most common audit hot spots before audit season hits. Whether you’re preparing for your first audit or coming off a fundraise, you’ll leave with a clear readiness playbook (and checklist) to reduce delays, avoid surprise adjustments, and protect investor confidence.
What auditors actually expect
Understand the key requirements and documentation standards that auditors look for during the audit process.
The most common audit hot spots (and red flags)
Identify areas where startups most frequently face challenges and delays, including revenue recognition, leases, and equity transactions.
How to get ahead of PBC season
Proactive strategies to prepare documentation and organize your team before the audit engagement letter arrives.
Reduce delays, surprises, and fee spikes
Minimize unexpected costs and timeline disruptions by addressing potential issues before they become problems.
Walk away with a practical readiness checklist
Get actionable tools, templates, and a comprehensive checklist to implement immediately and stay audit-ready year-round.
Answer a few quick questions and find out how prepared your financials are for your next audit or funding round.
