Make the audit handover easier to manage.
“My project delivered accurately, on time and on budget with communication throughout the process.”
For finance teams and firms that need help preparing for an audit. This is support work, not an independent audit opinion.
A clear inventory of requested records, owners and outstanding items.
Reconciliations and account schedules arranged around the audit request list.
Documents indexed so the auditor can trace supporting records and raise questions.
Confirm the entities, software, reporting timetable and appointed reviewers involved. This page describes remote support; local approval and professional responsibilities are agreed in the engagement.
Explore United States supportUse the auditor’s request list and timetable.
Prepare requested schedules and index supporting documents.
Keep missing evidence and auditor questions visible to their owners.
This is preparation and evidence support, not an independent audit or assurance opinion. The appointed auditor retains independent conclusions and required professional responsibilities.
| Work area | Preparation support | Review and approval |
|---|---|---|
| Request list | Track records and responsible owners. | Your team and auditor define required evidence. |
| Schedules | Organize reconciliations and supporting documents. | Your reviewer approves underlying accounting corrections. |
| Audit conclusions | Hand over indexed evidence and open items. | The appointed auditor independently evaluates the evidence and conclusions. |
Keep the evidence, next action and responsible reviewer together.
Track the requested record and the person who can provide it.
Link the query to its evidence and responsible finance contact.
Use the first conversation to define the work and the information needed.
Organize the records and working schedules your auditor requests. Discuss the audit period, request list and supporting evidence so preparation work can be separated clearly from the auditor’s independent conclusions.
A clear inventory of requested records, owners and outstanding items.
Reconciliations and account schedules arranged around the audit request list.
Documents indexed so the auditor can trace supporting records and raise questions.
This profile covers records and evidence preparation. It does not provide an independent audit opinion.
Share the request list, period, deadlines and document access. Identify an owner for missing records and questions.
Tell us what needs doing, where your business operates and the software you use.