Preparing for an Audit

Learn how to prepare the paperwork, people, and processes to make an independent audit run smoothly.

Overview

• Preparing for an independent audit

1. The Big Picture

• The big picture of an audit
• Value of performing an internal audit
• Paperwork and mechanics of preparation
• Preparing the office for the audit team

2. Laying the Groundwork

• Keeping track of laws and regulations
• Learning from mistakes
• What's new and different?
• Pulling together the data you need

3. The People in the Project

• Project management priorities
• The team: Assigning roles
• The importance of being there

4. Preparing, Adapting, and Reviewing

• Audit opinions
• Reviewing the audit preparation and audit decision results
• Adapting as necessary

Conclusion

• Key takeaways and further learning