The “PBC’s of Pain-Free Audits

Sara LaidlawBusiness Solutions, Nonprofits, Technology0 Comments

As a contracted controller, I see the best and worst of financial audits. I’m here to tell you that your auditors should be considered trusted business partners, not demons from below! In my many years of non-profit audit prep experience, I have found that the main pain challenge is a lack of organization and communication between the client’s audit team and the auditors. Being unprepared and unorganized increases the cost and length of your audit, not to mention loss of sleep. CPA firms have access to more tools than ever to collaborate with clients, but in my experience, most have … Read More

Come to Boston!! Accountex Sept. 6-8 2017

Sara LaidlawBusiness Solutions, Nonprofits, Technology0 Comments

Pass the word! I will be speaking on Wednesday, 9/6/17 at 9:45 a.m. on “Using Tech for Audit Prep.” There’s a better way of organizing and maintaining PBC (“provided by client”) lists. My audience is both auditors and client facing bookkeepers, controllers, accountants, CFOs and Executive Directors. Discover powerful pre-audit and audit tools for online collaboration that will save time, money and confusion. Replace complicated email threads, document version control issues and yearly process reinvention with a shared online environment in which all information is entered in real-time with highly customizable formatting. Make the most current data available to all … Read More