Audit Preparation
Get engagements fieldwork-ready before your team logs in.
A large share of every audit is preparation: rolling forward prior-year files, building lead sheets, setting up the trial balance, and coordinating client-prepared schedules and supporting documentation. Assigning this work to our professionals helps your engagement team begin fieldwork with an organized file.
We prepare the file structure, populate the roll-forwards, and flag open items so your engagement team spends its hours on judgment and review rather than setup.
Standards & Frameworks
Firm-specific methodology
What our team handles
Prior-year workpaper roll-forward
Trial balance & lead sheet setup
PBC (Prepared-By-Client) schedule requests
Confirmations preparation & tracking
Reconciliation of client data
Open-items tracking for fieldwork
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