Resources

Get audit-ready. Stay fraud-proof.

Practical guides on audit readiness, fraud prevention and financial controls — written for growing companies and the small finance teams that run them.

Audit readiness

How to Prepare for Your First Financial Audit: A Step-by-Step Checklist

Your first audit doesn’t have to be a fire drill. Here’s exactly what auditors will ask for, how to get it ready, and where first-timers lose the most time and money.

7 min readRead
Audit readiness

What Auditors Actually Look For (and How to Be Ready Before They Ask)

Auditors aren’t looking for perfection — they’re looking for evidence. Here’s what they test, why, and how to have the answers ready before they ask.

7 min readRead
Audit readiness

The Real Cost of a Financial Audit for Mid-Market Companies — and How to Bring It Down

Audits are expensive because auditors bill for time — and disorganized records cost you the most. Here’s what mid-market audits run, and how to cut the bill.

6 min readRead
Always audit-ready

Audit-Ready All Year: Why Continuous Controls Beat the Year-End Scramble

The annual audit tells you what went wrong last year. Continuous controls tell you what’s going wrong right now — while you can still fix it.

6 min readRead
Fraud prevention

How Being Audit-Ready Catches Fraud Before It Costs You

The controls that get you audit-ready are the same ones that catch fraud — and the ACFE’s data shows early detection is everything.

7 min readRead
Procure-to-Pay

Duplicate Payments and Invoice Fraud: How to Find the Money You’ve Already Lost

Most companies have paid the same invoice twice and never noticed. Here’s how it happens — and how to find and recover the money.

6 min readRead
General Ledger

Journal Entry Testing: The Audit Test Every Finance Team Should Run Themselves

Auditors are required to test your journal entries for a reason. Here’s how to run the same checks yourself — and never be surprised by what they find.

6 min readRead
Access & controls

Segregation of Duties on a Small Finance Team: A Practical Guide

You can’t separate every duty with a team of two. Here’s how small companies build real segregation of duties anyway — with compensating controls auditors accept.

6 min readRead
Master data & fraud

Vendor Master Fraud: How Fake and Duplicate Suppliers Drain Growing Companies

The vendor list you never look at is one of the easiest places to steal from. Here’s how vendor fraud works — and how to lock it down.

6 min readRead
Order-to-Cash

Revenue Recognition Under ASC 606: Where Growing Companies Trip Up in an Audit

Revenue is where audits get hardest and where growing companies most often stumble. Here’s the ASC 606 model in plain English, and the errors to fix first.

7 min readRead
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