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AI Audit and Accounting Software Advisory

With the rapid integration of artificial intelligence (AI) into traditional accounting and audit processes, businesses developing AI solutions face the dual challenge of technical innovation and regulatory compliance. At Barton CPA PLLC, we leverage decades of audit and accounting experience to guide startups, software developers, and established tech companies through the intricacies of AI-driven audit and accounting systems. Our goal is to ensure AI solutions align with U.S. GAAP, PCAOB, and AICPA requirements, while also meeting market demands for efficiency and reliability.

1. Technical Advisory & Compliance Alignment

We review your AI architecture and algorithms for audit and accounting applications, helping you incorporate the necessary controls, logs, and validations that external auditors will expect.

Example: An AI-based revenue recognition tool must capture and classify transactions in accordance with ASC 606, ensuring timely recognition and preventing misstatements.

2. Implementation Guidance

We offer best-practice insights on data ingestion and internal control integration so that your AI software outputs financially accurate results that can withstand regulatory scrutiny.

Example: A machine learning platform that automates matching of purchase orders and invoices may need an embedded exception reporting feature for unusual transactions.

3. Regulatory & Market Positioning

Our firm’s expertise helps you demonstrate compliance with relevant standards, increasing market acceptance of your AI audit solution among both companies and regulators.

Example: A technology vendor seeking to scale in regulated industries can leverage our knowledge of PCAOB and AICPA rules to tailor marketing materials and product capabilities for potential public-company clients.

Timely Filing Emphasis

As AI-based solutions increasingly automate processes that feed into quarterly and annual filings, maintaining compliance is critical to avoid late or inaccurate disclosures.

We help you integrate real-time analytics and continuous audit methodologies that reduce the risk of deadline overruns.

OUR SERVICES

Due Diligence

Whether you are a prospective buyer or a seller, due diligence forms the backbone of any successful merger, acquisition, or investment. At Barton CPA PLLC, we perform a holistic review of financial, operational, and strategic dimensions to help our clients identify risks, validate valuations, and streamline transaction processes. Our approach extends well beyond verifying historical financial statements—we consider the full context of your strategic objectives, market conditions, and regulatory compliance.

1. Buy-Side Financial Due Diligence

We scrutinize target companies’ accounting policies, revenue streams, customer concentration, and expense structures to provide potential buyers with a clear picture of operational risks and forecasted performance.

Example: A private equity firm seeking to acquire a manufacturing entity may rely on our thorough cost-of-goods-sold analysis and inventory valuations to negotiate a fair purchase price.

2. Sell-Side Readiness & Value Optimization

We work with sellers to organize and present financial statements, tax records, and business strategies that accurately reflect the company’s value.

Example: A software-as-a-service (SaaS) provider preparing for acquisition might need a detailed breakdown of annual recurring revenue (ARR) vs. monthly recurring revenue (MRR), along with churn rates, to maximize valuation.

3. Operational & Regulatory Compliance Review

We check for compliance with GAAP, state/federal laws, and industry-specific regulations (e.g., HIPAA, GDPR in certain contexts).

Example: A healthcare-focused entity must demonstrate compliance with patient privacy laws and consistent coding/billing practices to avoid liability claims during or after the transaction.

Timely Filing Emphasis

Quick yet thorough due diligence can determine whether a transaction proceeds on schedule or collapses due to delayed disclosures or hidden liabilities.

Our proactive methodology ensures the necessary financial data, compliance documents, and transaction structuring details are prepared well in advance of deal milestones.

OUR SERVICES

Consultancy

Organizations face evolving challenges—expansion into new markets, restructuring, digital transformation, or compliance with changing financial regulations. Through our Consultancy Services, Barton CPA PLLC partners with you to deliver data-driven insights, strategic roadmaps, and operational improvements that support long-term profitability and resilience.

1. Strategic Financial Planning

We analyze your current financial health, explore growth opportunities, and design multi-year financial models to guide executive decision-making.

Example: A mid-sized distribution company could benefit from cash flow forecasting that identifies periods of tight liquidity, prompting strategic negotiations of supplier terms or bank credit lines.

2. Process Improvement & Internal Controls

We evaluate accounting workflows and processes—from procure-to-pay to order-to-cash—and recommend automation or re-structuring to enhance efficiency and reduce errors.

Example: An e-commerce retailer might implement real-time inventory updates and tie them directly to the ERP system, reducing manual reconciliations and shipping mistakes.

3. Regulatory & Compliance Advisory

As laws and reporting requirements shift (e.g., lease accounting changes, new tax legislation), we keep you informed and help integrate policy updates into your operations.

Example: A real estate management firm transitions from ASC 840 to ASC 842 for lease accounting, requiring changes in how assets and liabilities are recorded.

Timely Filing Emphasis

Strategic consultancy often intersects with financial reporting deadlines, especially if new processes or structures affect how data is captured and reported.

We coordinate with all stakeholders to align process improvements or expansions with your regulatory and tax schedules, so that compliance and reporting remain uninterrupted.

HOW IT WORKS

Easy Step Process

1

Consultation

Contact us today to set up a free consultation to discuss your needs.

2

Service Process

Together we will agree on a plan and approach and scheduled delivery date.

3

Delivery

Deliverables will be discussed with you and will obtain your approval before final issuance.

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