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Audit PBC

Gather all relevant financial documents

Organize documents in a logical order

Review previous audit findings and recommendations

Communicate with auditors to clarify expectations and deadlines

Provide auditors with accurate and complete financial statements

Ensure all footnotes and disclosures are included

Reconcile any discrepancies between financial statements and supporting documents

Obtain sign-off from management on financial statements

Gather all supporting documents for transactions in financial statements

Ensure all transactions are properly documented and authorized

Verify accuracy of supporting documents against financial statements

Provide auditors with access to supporting documents as needed

Review internal control procedures and documentation

Identify any weaknesses in internal controls and take corrective action

Provide auditors with documentation of internal control procedures

Address any deficiencies identified by auditors in previous audits

Provide auditors with any additional information requested

Review any subsequent events that may impact financial statements

Address any questions or concerns raised by auditors during the audit process

Obtain management representation letter and any required certifications

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