Review or audit: what your lender is really asking for
Two reports, two levels of checking, and how to tell which one a loan agreement needs (sample briefing).
Briefings
Short briefings on audits, reviews, forecasts and controls, written for finance managers, owners and treasurers.
A 13-week cash forecast in one afternoon
Start from the bank balance, add what you know, then what you expect (sample briefing).
Before the auditor arrives: getting the PBC list done
The list of what to prepare decides how long fieldwork takes (sample briefing).