Partnering with accountants for seamless audits

At Caldwell Penn, we know that accountants want to provide the best service to their clients - but when your client needs an audit, it can create a challenge if you don’t have in-house audit expertise. That’s why we work alongside other accountants, offering independent, high-quality audits that ensure compliance with audit regulations while keeping the process smooth and efficient for you and your clients.

Our approach is built on trusted relationships, professional expertise, and no surprises - giving you confidence that your clients’ audits are in expert hands.

In turn, your client gets the expertise of you as their trusted accountants with the additional specialist audit knowledge provided by the experienced audit team at Caldwell Penn.

How we work with you

We take the time to understand your client’s business, aligning with your existing financial processes to ensure a seamless audit experience. Our proven process ensures clarity and efficiency at every stage:

Discovery session – We meet with you to understand the client’s needs, regulatory requirements, and existing financial systems.
Tailored plan – We design a bespoke audit approach specific to the client. This includes agreeing with you the deliverables and timetable to minimise disruption to both you and the client and keeps the process efficient.
Ongoing support – Regular updates ensure clear and transparent communication, with check-ins to refine our approach and support any ongoing compliance needs.

Why choose Caldwell Penn?

Independence & Compliance – Independent audits which comply with regulations.
Efficient & Minimal Disruption – We integrate smoothly with existing finance teams and accountants.
Clear Communication – Use of Inflo software to keep audit progress on track, along with regular updates throughout the audit.
Client Relationships Stay with You – We act as your audit partner while you remain your client’s key adviser.

Let’s work together

If you have clients who require an audit, we’d love to support you. With a trusted process, technical expertise, and a commitment to making audits stress-free, we help accountants deliver compliance with confidence.

Get in touch today to discuss how we can collaborate.