Audit & Financial Records Support
Bookkeeping, reconciliation, document organization, and financial-record reconstruction for businesses and professional practices facing CRA reviews, regulatory records requests, or significant bookkeeping backlogs.
Last updated: August 2026
When someone asks to see the books, the records need to tell a clear story.
Taxxel helps businesses and professional practices organize, reconcile, and prepare financial records when they are facing a CRA review, regulatory records request, audit-related deadline, or significant bookkeeping backlog.
Our role is financial-record and bookkeeping support. Taxxel does not perform assurance engagements, regulatory audits, or legal representation.
We focus on the bookkeeping trail: source document → transaction → ledger → reconciliation → report.
How an audit-ready bookkeeping trail connects
A financial-record request is easier to answer when each report can be traced back through the bookkeeping system to the original support.
Illustrative bookkeeping workflow — exact records depend on the matter and industry.
Choose the type of support you need
CRA Audit & Review Support
Organize bookkeeping records, reconcile accounts, trace transactions, and prepare financial information requested during a CRA review or business audit.
Explore supportLSO Spot Audit Records Support
Financial-record readiness and bookkeeping support for Ontario law firms, including trust-account records, reconciliations, ledgers, and supporting documentation.
Explore supportBusiness Records & Reconstruction
Bring incomplete or delayed books current before a review, tax filing, financing request, regulatory inspection, or year-end deadline.
Explore supportProfessional-Practice Records
Bookkeeping and reconciliation support for professional practices where organized financial records, payroll, billing, and remittance records need to be readily available.
Explore supportA quick way to see where the record gaps are
Before work begins, records can be grouped into simple statuses so the team knows what is already available and what still needs review or preparation.
Example only — not a client assessment or industry statistic.
From scattered records to an organized financial file
The exact work depends on the request and the condition of the books, but the workflow stays disciplined.
1. Assess
Review the request, available books, periods involved, and missing records.
2. Organize
Collect statements, ledgers, invoices, receipts, payroll, tax, and supporting records.
3. Reconcile
Bring accounts current, trace differences, and reconstruct bookkeeping where support exists.
4. Prepare
Assemble clear reports and working records that match the requested financial information.
Facing a records request or an approaching deadline?
Tell us what was requested, the period involved, and whether your bookkeeping is current. We can help determine the financial-record work required.
Start with the records behind the request
CRA reviews and audits often become bookkeeping projects first: collect the source documents, reconcile the period, trace balances, and prepare the requested financial information.
Start here when the issue is a CRA letter, review request, or specific notice.
Reconstruct or update books when the requested period is incomplete.
Reduce future record gaps with recurring reconciliations and organized source records.
See the financial records a business may need to prepare for a CRA review or audit.