Auditors refer. Advisory firms multiply.
Audit firms refer clients and are never customers or tenants. Advisory and client-accounting firms can run the platform under their own brand — a pilot today, a full tier after direct sales prove the product.
Prepared clients make profitable engagements. We sell you nothing.
We do the client-side work in the format your team already uses and hand you the binder at fieldwork — an indexed Excel and PDF export today, a read-only portal when it ships.
- Lead schedules A to S, support tied and cross-referenced
- PBC list answered before fieldwork, tracked request by request
- Read-only access only — never preparation access (export today, portal planned)
- Blockers surfaced to the client months earlier, so fieldwork does not stall
How a referral works, step by step
Serve audit-readiness without building a technical team.
Your brand on the portal, your staff signing in the console, our technical desk when a memo or a judgment call needs a partner.
Pilot now; the white-label tier launches after direct sales prove the product.
How the pilot operates
A separate platform and read-only auditor access are controls that support independence; they do not by themselves establish it for every engagement. SEC and AICPA frameworks distinguish bookkeeping, preparation, other nonattest services and management responsibilities, and each audit firm applies them to its own facts. Management retains responsibility for the books, judgments and approvals; Lumistead prepares on management's behalf and never for the auditor.