Field notes

Guides from the audit calendar

Short pieces for finance teams preparing evidence packs, count days, and board packs — grounded in financial auditing practice, not generic productivity advice.

Warehouse aisle with pallet racks and shipping cartons

11 March 2026 · 7 min read

Year-End Cut-Off When Shipments Cross the Calendar

Practical checks finance teams can run before auditors arrive when goods leave the warehouse in late December and invoices post in January.

Handshake across a conference table with documents

27 January 2026 · 6 min read

Related-Party Schedules That Survive Board Questions

How to assemble a related-party listing that matches the general ledger and answers the questions directors actually ask.

Inventory count sheets clipped to a warehouse clipboard

4 November 2025 · 8 min read

Inventory Observation Without the Panic

Preparing count teams, tag control, and slow-moving lists so the auditor’s attendance day is orderly rather than theatrical.

Fountain pen resting on handwritten notes beside printed pages

17 September 2025 · 5 min read

What Belongs in the Auditor’s Management Letter

Distinguishing control observations from casual advice so boards can prioritize remediation after the opinion is signed.