A smooth audit starts weeks before the auditors arrive. Here is the preparation plan we share with clients.

Four weeks before

  • Agree the audit timetable and key contacts
  • Close the books for the year and post accruals
  • Prepare a fixed asset register with additions and disposals

Two weeks before

  • Reconcile every bank account and keep the statements ready
  • Prepare receivable and payable ageing reports
  • Collect contracts, board minutes and loan agreements

During fieldwork

Nominate one person to receive and track audit queries. A simple shared list of “requested / provided / open” items avoids duplicate requests and keeps everyone aligned.

The fastest audits are the ones where the evidence is ready before it is requested.

Talk to our audit team about a pre-audit health check.