Plan
Agree on workpaper requests, contacts, and deadlines.
METRO SERVICE / TAX & COMPLIANCE READINESS
A better handoff to your adviser.
Reduce year-end confusion with organized account support, rollforwards, and schedules prepared for CPA or tax-adviser review.
THE SERVICE
What’s included.
Our work is designed around the details that matter, with scope and responsibilities defined before an engagement begins.
Clear information. Reliable processes. Practical financial support.
01
Year-end trial balance and financial statement package
↗02
Bank, receivable, payable, and balance-sheet schedules
↗03
Fixed asset and prepaid expense support where applicable
↗04
Requested account rollforwards and workpapers
↗05
CPA question tracking and accounting adjustment coordination
↗HOW WE WORK
A clear process from the first conversation.
Designed to make responsibility, communication, and the path forward easier to understand.
Prepare
Assemble reconciled ledgers and supporting schedules.
Respond
Coordinate evidence requests and investigate open issues.
Finalize
Document approved adjustments and year-end handoff status.
WHAT CHANGES
What better looks like.
The goal is not simply to complete tasks; it is to make your financial information more reliable and useful.
✓
Clearer supporting evidence for advisers
✓
Less repeated work during year-end review
✓
More consistent transition into the new accounting year
BUSINESS SITUATION
How this can work in practice.
A company’s tax accountant repeatedly requests the same reconciliations and schedules at year-end.
THE APPROACH
Metro introduces a standing workpaper index, supporting account schedules, and a requests tracker.
THE BUSINESS VALUEThe handoff becomes a coordinated process with clearer ownership.
Explore more business perspectives ↗COMMON QUESTIONS
A few things worth knowing.
Is this an audit or assurance service?+
No. We prepare records and workpapers but do not issue assurance reports.
Will you communicate directly with our CPA?+
Yes, when authorized and within the documented engagement arrangements.
RELATED SERVICES
Explore connected support.
Financial processes work better together. These services often complement the scope above.
LET’S TALK ABOUT YOUR BUSINESS
Start a conversation Bring clarity to year-end workpapers & cpa support.
A focused conversation is the best place to start. Tell us where things stand and what you want to improve.
Professional scope note: Tax and regulatory determinations, filings, representation, and assurance services require separately agreed arrangements and properly qualified professionals. Accounting support does not itself constitute legal or tax advice.