Audit File Preparation

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From trial balance to tight files — audit delivery done right

Our Audit File Preparation service is built for audit and accounting firms that need structured, high-quality audit files without adding internal overhead. We take your client data and deliver a complete, well-organised file — ready for manager review.

This isn’t task-based outsourcing. This is audit work, delivered by professionals who understand what reviewers look for.

What We Do

We manage every step of audit file execution, from raw data to a structured workpaper set that mirrors your firm’s expectations:

  • Trial balance formatting and clean-up
  • Lead schedule preparation
  • Workpaper creation and referencing
  • PBC list tracking and organisation
  • Basic compliance documentation

You define the methodology, we follow it. Everything is built to your firm’s preferred format and internal file structure.

Why It Works

Audit teams are stretched thin, especially during peak season. Our team steps in as your back office, giving you bandwidth to deliver more files, faster.

  • Free up your senior staff for reviews and client work
  • Improve turnaround times and file quality
  • Maintain control without managing more people
  • Scale delivery without scaling your payroll

We deliver what you would, how you would — just faster.

Built for Firms Like Yours

Whether you’re a small practice managing recurring SME audits, or a mid-size firm scaling delivery across teams, we fit right in. Our team is trained in IFRS, UK GAAP, and other international audit standards. We understand what makes a file usable — and what gets it kicked back.

Secure, Structured, Reliable

We use encrypted, role-based systems to protect your client data, with delivery processes designed for version control, consistency, and quality. Every file goes through a defined internal review before it comes back to you.

Start Small, Scale Fast

We usually begin with one file to align on expectations, structure, and flow. From there, we grow with you based on trust, speed, and consistent output.

Let’s Build Your Audit Delivery Engine

Need files your team doesn’t have to rebuild? Let’s start with one and show you how audit preparation should feel.

Interested in cooperation or have questions?