Scope sheet
finbryn.com
Audit support
Insurance premium audit support (workers' comp and general liability)
Finbryn provides premium audit support for contractors and small employers: we organize payroll, sales and subcontractor records and tie them to your Form 941 and books before the carrier's auditor asks. Checked 2026-10-19, Travelers lists the Form 941, state unemployment wage reports and 1099s among the records it reviews. We do not sell or advise on insurance coverage.
What is included
- Payroll register tied to Forms 941, state wage reports and the general ledger, with a reason for every difference
- Certificate-of-insurance log with policy dates, limits and labor versus material on each invoice
- Audit packet organized in the order your carrier's notice asks for
- A comparison of the auditor's worksheet with your books, with each difference listed
- The documents behind a dispute you file with your carrier or the rating bureau
The process
- 1.
Read the audit notice and the policy dates
We list the audit date, the format (in person, online, mail or virtual) and what the notice asks for.
- 2.
Pull the records
Payroll register, Forms 941, state wage reports, check register, general ledger and the 1099 list for the policy period.
- 3.
Tie the sources to each other
Quarter by quarter, with a one-line reason for each difference.
- 4.
Build the certificate log
Each subcontractor's policy dates set against the dates and amounts of its invoices, with gaps flagged.
- 5.
Assemble the packet and walk through it with you
Ordered the way the notice asks, with open items marked for you, your agent or your carrier.
- 6.
Attend the audit where the carrier allows it
We answer factual questions from the records; you make the decisions.
- 7.
Compare the worksheet to your books
If you disagree with the bill, we prepare the documents behind the dispute you file.
Software
QuickBooks Online, Xero, Gusto, ADP, Rippling, Microsoft Excel
Pricing
Quoted per engagement, after we see your policy period, your audit notice and how your payroll is run. See pricing for how engagements are scoped.
Finbryn is a brand of Northlane Solutions Inc., a Delaware corporation.
Reviewed October 2026