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Beginner

Audit Kick-off Meeting Agenda

Ensures the audit starts on the right foot by aligning expectations and deadlines.

Draft an agenda for an Audit Kick-off meeting with {client_name}. Include sections for: 1. Introduction of the engagement team, 2. Audit timeline and key milestones, 3. PBC list status ({portal_link}), 4. Known technical issues (e.g., {technical_topic}), and 5. Communication protocol.

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Audit planning memo: scope, materiality, and timeline

Drafts an audit planning memo with scope, key risks, materiality, and a fieldwork timeline. Built for audit seniors/managers who need a review-ready planning document quickly.

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Lead schedule builder with rollforward and tickmark legend

Builds a lead schedule template for a balance sheet account with rollforward, tie-outs, and tickmark legend. Useful for seniors preparing organized audit support.

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Details

๐Ÿ”

Category

Auditing & Assurance

Audit Planning & Risk Assessment

Tested With

โœ“ GPT-4oโœ“ Gemini 1.5 Pro

Tags

#Auditing#Meetings#Management

Added

6m ago

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