The planning desk
A little preparation.
A better conversation.
Practical reading for the questions that come before an engagement. Start with the guide that matches where you are today.
Free PDF · Nonprofits & churches
A reporting deadline.
A place to start.
Get our three-page Audit Planning Guide, including a milestone checklist and a printable reporting calendar for your team.
Available after a short request form. No newsletter signup.
Planning guide
Before your first audit conversation
Five details that help turn a general inquiry into a useful discussion.
Read the guide ↗Planning guide
Work backward from your deadline
A practical way to connect reporting dates, board meetings, and preparation.
Read the guide ↗Church leadership
Bring your financial records into focus
A starting point for organizing information across staff, volunteers, and ministries.
Read the guide ↗Make it useful
Read. Gather.
Bring your questions.
Use these guides to organize your thoughts before you reach out. There is no need to complete every step or compile a document package to make an initial inquiry.
The guides provide general planning information. They are not an audit program, an engagement-specific request list, or a determination of your organization’s reporting obligations.
For shorter planning notes, follow @auditassist on Instagram.
Start here
A good next step starts with a few details.
Tell us about your organization, your timing, and what prompted the conversation.