Your revenue closes. The numbers tie. But when an auditor picks a contract from six months ago and asks you to trace it from the agreement to the journal entry, how many systems, spreadsheets and people does it take to answer?
That is the audit-readiness gap. It is not a policy failure. It is the distance between how your revenue is calculated today and what a PCAOB auditor, the SEC and your underwriters will test. Usage-based pricing, credits, ramp deals and mid-contract changes only widen it.
This conversation brings together two CBIZ advisory leaders who see that gap from opposite sides. One gets historical financials ready for the audit and the SEC filing. The other builds the finance systems that have to run that accounting at public-company speed. Together they walk through where companies get blindsided and what to fix first, whether you have 24 months or six.
Can't join live? Register anyway and we'll send you the recording. CPE credit is available for live attendance only.
What You'll Learn
- Why revenue draws more audit scrutiny than any other line item, and what changes under usage-based, credit-based and ramp pricing
- Where companies get blindsided once audit prep starts, from undocumented accounting judgments to spreadsheet-dependent processes
- Why an ERP alone does not solve the revenue layer, and how contracts, billing, revenue schedules and the ledger stay connected
- How to run accounting and systems work in parallel on a 12 to 24 month runway, and what to prioritize if your window is shorter
Meet the Panel
Brian Keates
Managing Director, Financial Accounting Advisory, CBIZ | LinkedIn
Managing Director in CBIZ's Financial Accounting Advisory practice, based in San Francisco. Brian helps companies get their historical financials ready for a PCAOB audit, drafts the technical accounting memos and policies, and supports the SEC reporting that comes with an IPO.
Andrew Wong
Managing Director, CBIZ | LinkedIn
Managing Director at CBIZ, where he works with high-growth companies on the finance infrastructure behind the accounting: ERP, revenue automation, integrations, controls and reporting.
Sunny Patel
Director of Partnerships, Zenskar (Host)
Sunny leads partnerships at Zenskar, an AI-native revenue automation platform for B2B companies built to solve the full order-to-cash problem. He hosts the conversation.
Who Should Attend
CFOs, controllers, Chief Accounting Officers and finance leaders at B2B and SaaS companies:
- Planning an IPO in the next 12 to 24 months and unsure what auditors will test first
- Running revenue through spreadsheets, a homegrown billing app or disconnected systems
- Adding usage, credit, token or ramp pricing and wondering how it changes revenue recognition
- Weighing whether an ERP project alone will make them audit-ready
Learning Objectives
- Identify the accounting and systems gaps that most often surface when audit preparation begins ahead of an IPO.
- Explain why revenue carries heightened audit risk, including under usage-based, credit-based and ramp pricing models.
- Evaluate where an ERP alone falls short on the revenue layer, and what a traceable, contract-level audit trail requires.
- Recognize how to sequence accounting policy and finance systems work on a 12 to 24 month IPO timeline, and which priorities hold on a shorter one.
