Confirm independence and access before work
Identify the audited entity, prior accounting involvement and any conflicts. The engagement team must determine whether and how support can be used under its applicable standards and confidentiality obligations.
Prepare the agreed records and schedules
Discuss indexing evidence supplied by the client, reconciling schedules to the trial balance and organising lead schedules under the team’s instructions. Procedures, sampling decisions and conclusions remain with the authorised engagement team.
Make review status explicit
Working papers should distinguish preparation, outstanding information and reviewer comments. Nothing is described as an audit opinion, assurance conclusion or certification issued by the offshore support team.
Start with a defined assignment.
Which preparation tasks are appropriate for delegation within your audit engagement? Share the software, country and approximate workload. We assess the fit, confirm the preparation and review responsibilities, and propose a limited initial scope before considering recurring support.
Request a scoped proposal ↗Questions about this service
What should we prepare for audit working-paper support?
Begin with approved methodology and task instructions; permitted records and trial balance; independence assessment and named reviewer. Confirm the period and reviewer before access is provided.
What will the handover include?
The agreed scope can include indexed working-paper support; source-referenced schedules; open-point and review-comment tracking. Unresolved questions are identified for review.
Can we start with one process?
Yes. A limited pilot can establish the workflow, questions and review points before recurring support or additional capacity is agreed.
Where is the work performed?
Our accounting outsourcing delivery is based in India. Engagement scope, working arrangements, systems and review responsibilities are agreed before work begins.
Who reviews the work?
We prepare the agreed accounting work and identify questions. Your designated reviewer accepts the handover; regulated advice, filing, certification and attestation remain with the appropriately authorised professional where required.