What Happens During Preliminary Testing?

The preliminary phase of an audit teaches us about our client’s major changes throughout the year, what kinds of internal controls they use, and what strategies we may need to implement during the audit itself. This knowledge isn’t just helpful, it’s necessary to make the audit process smooth, simple, and stress-free.

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Checklist for Closing Books

Monthly financial statements are key supports of an organization’s financial stability. They help those in charge of governance make decisions based on their financial position, which means they need to be both accurate and timely. The key to generating financial statements is being able to close the books each month easily and accurately.

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Not-For-Profit Audit RFP Template and Advice

We know it’s tough trying to create an audit RFP from scratch, especially if you’ve never done it before. By focusing on your organization’s unique programs, challenges, and mission, the questions may come a little more easily. Use our audit template and checklist for an even simpler way to ask the right questions in the right way.

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