Audit readiness co-sourcing:
A 15-year, $21.9M backlog
resolved in under a month

When years of records don't align, spreadsheets and extra headcount can't keep up,
and AI alone can't be trusted with financial data. Our co-sourcing model combines
your domain expertise with our engineering to deliver results you can defend,
not just generate.

What is audit readiness co-sourcing?

It’s a compliance model where your domain expert and an AI-assisted engineering team jointly reconcile mismatched historical records — deferred revenue, grant compliance, revenue recognition — into a single, auditor-traceable number. Unlike a generic AI tool, the logic is captured as a plain-English rulebook and run by a deterministic engine, so every figure can be independently verified.

Why do audit readiness and deferred revenue reconciliation projects stall?

Revenue reconciliation, deferred revenue, grant compliance, and other “records don’t agree” problems resist the two approaches most organizations try first. A rigid script is too brittle to survive real-world variation, breaking the moment a contract or report format changes. A generic AI tool might sound confident, but confidence isn’t the same as an answer you can defend to an auditor. Most organizations end up doing it by hand, one more time, and the backlog outlives whoever is doing the reconciling.

"For the first time, I could see exactly how the AI was making decisions. It wasn't a black box, it reflected the way I already understood the business, which made it something I could trust."
Robert Dorsey
CEO, Holy Cross Cemetery & Mortuary

How audit readiness co-sourcing works: Build-time reasoning, runtime determinism

We build every solution around a deliberate division of labor. An AI agent does the reading and reasoning while the system is being built, working through your records alongside your domain expert to surface findings and open questions as they come up. Once the logic is agreed, it’s written down as a plain-English rulebook, precise enough that the system could be rebuilt from the document alone. A deterministic engine takes over at runtime: no model in the path, no guessing, the same inputs always producing the same outputs, and every number traceable straight back to its source.

Where records are ambiguous, we don’t ask the AI to guess. We surface the ambiguity so the person who knows the business can make the call, then apply that decision consistently across every record.

Audit readiness co-sourcing deliverables

Compliance
Natural language rulebook

A plain-English rulebook usable as a standard operating procedure any auditor or successor can read and verify

Process Automation
Self-validating workbook

A self-validating workbook that re-derives and re-confirms the headline totals

Data and Visualization
Methodology overview

A methodology overview and data findings report

Operator's runbook

An operator's runbook, so you can operate, audit, and evolve the solution independently

20+ years partnering with industry leaders

vmware
Lenovo
AWS
Dell Technologies
Adobe
AMD

See Prowess Consulting audit readiness co-sourcing in action

Case study: Holy Cross Cemetery — $21.9M deferred revenue backlog

A 114-year-old institution serving families in Southern California had roughly 9,600 contracts and more than 100,000 data points behind $21.9M in deferred revenue that had never been fully reconciled, some records dating back to 1911. Fifteen years of attempts to fix it by hand hadn't produced a result anyone fully trusted.

We resolved the full dataset in under a month, at a fraction of the budget the client had planned for. Every figure is traceable to its source. The result passed two independent trust tests: a second implementation, built purely from the written rulebook, reproduced the engine's result exactly, and an independent re-derivation on a separate path matched as well.

Who needs audit readiness co-sourcing?

All regulated entities confront audit challenges eventually, and most live with deficiencies longer than they need to. Nonprofit and religious institutions facing annual audits, family-owned businesses running on decades-old systems, startups with complex timing challenges, and organizations where prepaid revenue, grant compliance, or historical contracts need to hold up to outside scrutiny are common examples. The pain is felt in complexity where data volume is high, diverse sources contain disparate information, and the effort to answer questions is greater than the risk of living with audit deficiencies. We are pioneering new techniques and methodology get defensible answers efficiently and alleviate long-standing deficiencies expediently.

Meet our team

Julian Lancaster

CISO, Prowess Consulting

Julian (“Jules”) leads our Agentic AI practice, helping organizations identify high-impact opportunities for AI and deploy production-ready agents that solve real business problems. He has led successful engagements for nonprofits, global distributors, and enterprise technology organizations, delivering measurable improvements in efficiency, accuracy, and throughput. Jules specializes in practical AI adoption that works with existing people, processes, and systems—not expensive rip-and-replace projects.

Brendon Shaw

SDR, Prowess Consulting

Brendon works with organizations every day to understand their biggest operational challenges and identify where agentic AI can make the greatest impact. He specializes in uncovering high-value use cases, translating complex AI concepts into clear business outcomes, and helping leaders see practical opportunities to automate work and improve efficiency.

Aaron Suzuki

CEO, Prowess Consulting

As CEO of Prowess Consulting, Aaron brings an executive perspective to AI adoption, helping business leaders move beyond the hype to identify where agentic AI can create measurable business value. Having led organizational transformation firsthand, he understands the operational, financial, and cultural challenges of adopting new technology and helps leaders build practical strategies that drive results.

Frequently asked questions about audit readiness co-sourcing

Yes. The AI isn’t in the path when the numbers actually run. A deterministic engine executes a plain-English rulebook that any auditor can read and verify independently of us.

They’re quarantined for human review, not guessed at. That’s precisely why the trusted result stays trustworthy.

It isn’t work handed off and returned. Your domain expert stays in the loop throughout, and what changes is the system, not just the headcount holding the line against a backlog.

No. The deliverable is a rulebook and workbook your team owns and operates, not a platform you have to license or maintain.

Bring us the backlog you've stopped trying to explain to your auditor

Most of our audit readiness conversations start with one specific number nobody fully trusts. That's the right place to start.

In a 30-minute conversation we’ll:

  • Identify 1 or 2 high-value workflows
  • Estimate potential time savings
  • Discuss implementation options
  • Answer your AI governance questions
Aaron Suzuki

Aaron Suzuki

CEO

As founder and CEO of Prowess, Aaron Suzuki has led the organization to become a thriving business filling the important space between technology development and marketing teams with technology, applications, content, and analytics.

Aaron was also the founder and CEO of SmartDeploy, a Seattle-based IT management software company. SmartDeploy simplified the secure configuration and management of business computing endpoints for thousands of customers globally.

Earlier in his career, Aaron served as Director of Business Development at Entirenet, a Seattle-based technical services firm. Before moving to Seattle, Aaron was President of Inetz Media Group, a web application development company based in Salt Lake City.

Aaron holds a B.S. from Brigham Young University and a M.S. from the University of Iowa. An avid cyclist and passionate skier, he also serves on the Board of Directors of Blue Devils Performing Arts, a youth performing arts non-profit.