Preparing for an audit

KongBasileConsulting and Airbase team up to discuss what to expect from an audit and how to prepare for it.

About this webinar.

Join us as we host KongBasileConsulting for a discussion on what to expect and how to prepare for an audit. Whether you’re getting ready for an IPO, a SPAC, or responding to an internal request for an audit, you’ll need to know how to prepare for the process. Our experts from KongBasileConsulting will take you through a step-by-step description of documentation requirements, reporting needs, how to organize your team, and make sure all stakeholders are fully in the loop. Audits involve checking the numbers and your processes — learn what you can do in advance to make sure both are shipshape.

Learning objectives.

How to structure, schedule, and decide on stakeholders for the audit.
Suggested the roles and responsibilities of the finance team.
Which reports are necessary and helpful.
What documentation should be assembled.

About the speakers.

Wanda Wang

Director at KongBasileConsulting

Wanda Wang is Director at KBC, and has been for 4 years. She works with a variety of clients, but primarily with SaaS companies. Wanda started her career in public accounting (Ernst & Young) and worked at eBay/PayPal for over 10 years before joining KBC. Wanda is based in the Bay Area.

Deepika Naharas

Director at KongBasileConsulting

Deepika Naharas is Director at KBC, and has been with KBC for 5 years. Deepika has MBA in Finance and has over 18 years of experience working in Corporate Finance & Accounting as a Controller/Director in multiple industries, like Semiconductor (NXP), Retail (Levi’s), SaaS startup (Swrve Inc.), and more. Deepika is based in the Bay Area.

Darcie Lamond

Director of Brand at Airbase

Darcie Lamond is Director of Brand at Airbase, responsible for content creation and messaging, and has 25 years of experience in finance and marketing. She began her career in the Treasury Department at Bank of America, focused on capital markets transactions. Her time in banking included a Senior VP role heading the marketing and trading of currency and interest rate derivative products globally for First Chicago (now Chase). She served as Partner, CSO, and CFO for a marketing agency, giving her hands-on experience in day-to-day operations and managing the company’s finance and accounting.