Audit preparation pack
Get ready for the year-end audit with a 12-week timeline, a request list your auditor will recognise and an agenda for the kick-off meeting.
Finance teamsWhat a smooth audit needsDocument in the pack
Everything the auditor will ask for
✓PBC request list88 requests across 15 areas
Extra items for a first audit
✓PBC request listSwitched on with one setting
Requests chased before they're late
✓PBC request listOwners, due dates and overdue flags
A plan for the 12 weeks before fieldwork
✓Audit readiness timeline
A clear start with the audit team
✓Kick-off meeting agenda
Who it's for
Finance teams facing a year-end audit, including companies going through their first.
Last checked
Checked in October 2026.
