Overview
When an evidence folder has grown by accretion — duplicated PDFs, inconsistent file names, and lead schedules that no longer match the trial balance — reviewers lose hours finding the right support. This engagement rebuilds the structure without rewriting the underlying accounting.
Included
- Inventory of existing working papers and shared drives
- Proposed folder tree and naming rules aligned to your firm’s methodology
- Mapping of lead schedules to source documents
- Relocation and relabelling of agreed files
- One training walkthrough for the client finance contact or junior auditors
Not included
Full evidence collection from third parties, bank confirmation logistics, or drafting of new reconciliations.
Fee and next step
Priced by day rate or as a fixed fee once we see the size of the current file. Start with a scoping request.
Ready to scope this engagement?
Share the reporting date and current state of the working papers. We will propose a fee and timeline.
Request a scoping call