Audit readiness checklist and proposal resources

Audit readiness checklist

Check off the items your team has prepared. Use this as a starting point for the scope you agree with your auditor.

• Confirm the audit period, scope and reporting deadline.
• Reconcile bank accounts and resolve unexplained differences.
• Match expenditure to invoices, approvals and payment records.
• Gather budgets, grant agreements and applicable donor instructions.
• Prepare payroll, procurement and asset records relevant to the engagement.
• Assign a contact to coordinate records and respond to questions.