Year-end evidence coordination

Overview

Close periods compress finance capacity. Outstanding bank letters, lease schedules, inventory count sheets, and related-party confirmations arrive late or incomplete. We run the request list as a live tracker so partners and controllers see status without another status meeting.

Included

• Setup of the request register against the evidence map
• Assignment of owners and due dates for each item
• Twice-weekly status notes during the active close
• Escalation of overdue items to the named sponsor
• Final completeness check before the agreed fieldwork date

Constraints

We coordinate collection; we do not replace the auditor’s testing or the client’s preparation of reconciliations. Items requiring external counsel or valuers remain with those specialists.

Next step

Share your reporting date and current PBC list via contact.