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Guides
Plain-language guides for small CPA audit firms on building, sending and chasing PBC lists, so client items arrive before fieldwork.
Audit workflow software: the client portal a small CPA firm needs
What the client portal in audit workflow software should do for a small CPA firm, the security questions to ask before clients upload, and when email will do.
PBC in an audit: what prepared by client means and who owes what
What PBC means in an audit, which items clients usually prepare, how the audit team uses them, and how firms keep PBC requests from delaying fieldwork.
PBC list template: columns and sections for an Excel request list
A PBC list template for audits and reviews in Excel, with the columns to include, sample rows by section, and how to roll it forward each year.
PBC list: what goes on an audit request list and how to run it
What a PBC list is, what it usually covers for a nonprofit, HOA or private-company audit, and how to send and track it so fieldwork starts on time.
PBC request emails: how to send them and follow up until items arrive
How to send a PBC request to each client contact, when to follow up, and email wording for the first request, reminders and an item that needs another look.
Your PBC list, chased until every item is in
Upload the PBC list you already use in Excel. Each client contact gets one link with only their items and reminders until each one arrives, and you see what is still outstanding.
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