Audit readiness

A useful tracker tells your team who owns each request, which evidence supports it, and what is still open.

Hear it in practice.

Can you find the evidence?

Listen to a browser-narrated example or read the transcript. The speakers are fictional.

Read transcript

Host Our auditor sent a request list. What should we do first?

Guest Give each request an owner and a deadline. Start with the trial balance, key reconciliations, and the schedules that support those balances.

Host What if a reconciliation does not match the ledger?

Guest Trace the difference, document what you find, and flag any open issue for review. Keep the supporting version easy to identify.

Host How do we share the evidence?

Guest Use the auditor’s approved secure channel. Keep an internal tracker showing what was submitted, when, and whether the auditor asked for follow-up.

Practice what you heard ↘

Make every request traceable.

A useful tracker tells your team who owns each request, which evidence supports it, and what is still open.

Build an audit request tracker

Step 1 of 3

Make every request traceable

Assign Give each request one owner and a due date.
Reconcile Tie schedules to the ledger and flag differences for review.
Track Record the reviewed version, submission date, and follow-up.

This demo records sample completion in this session. It carries no CPA continuing education credit.

Take it to the meeting.

Assign evidence requests, record review and submission dates, and track open questions.

Audit request tracker

Assign evidence requests, record review and submission dates, and track open questions.

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