Live Webinar • November 17, 2026
A practical session for CFOs, Controllers, and VPs of Finance at high-growth private companies with a first financial statement audit on the calendar.
This webinar is eligible for CPE credit through Earmark.
Can't make it this day and time? Register anyway and we'll send you the recording.
The first audit sets the tone, and the fee, for every year after it.
A first-year audit has no prior audited balances to lean on, so your auditor has to get comfortable with your opening balances too. For a lot of first-year companies, that is the biggest surprise of the whole process. The second is finding out that "well-prepared" means something different to your auditor than it does to you.
Zeroed-In Consulting gets companies audit-ready. PP&Co performs the audit. In this session, Joe walks through what actually happens in a first-year audit, from client acceptance and planning to risk assessment and walkthroughs. Kyle covers the prep on the company side: an organized PBC list, a reconciled balance sheet, technical memos written before fieldwork, and a close that keeps the year-end numbers from moving.
For calendar-year companies, interim audit work happens in November and December. We will cover what can be tested now, what has to wait for year-end, and when interim is not worth doing.
CEO / Co-Founder, Zeroed-In Consulting
Kyle has 12+ years of public accounting experience, including 8 years at Top 10 firm Grant Thornton, covering financial statement audits of public and private businesses ranging from emerging start-ups to multinational corporations. He holds extensive advisory experience in technical accounting and financial reporting. Kyle is a licensed CPA in California and holds a Bachelor's Degree in Business Economics from UCLA.
Lead Assurance Partner, PP&Co
Joe Kilkenny is Lead Assurance Partner at PP&Co, serving private companies, primarily in the technology and manufacturing industries. A California CPA and Chartered Accountant (ICAEW), Joe has over 15 years of audit experience with multinational groups, private equity-backed businesses, and venture-backed start-ups. His specialties include international group audits, internal controls, and complex technical accounting. Joe is passionate about helping growth-oriented companies build strong financial reporting infrastructures that support transparency and long-term success.
One hour, two sides of the same audit. We will cover:
Whether your first audit starts next quarter or you just finished one, you will leave knowing what your auditor needs and what to fix before fieldwork starts.
PP&Co is a full service accounting and consulting firm, founded in 1951. For over 70 years they've been committed to providing the highest quality service to their clients and the Silicon Valley community. They have offices in downtown San Jose, Santa Cruz, and Portland, Oregon.
Find out where your company stands before the auditors arrive.
Take the Audit Readiness Assessment