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Audit readiness

Audit and Grant Readiness: Build a Review-Ready Financial File

External reviewers move faster when the accounting file tells a coherent story. Audit readiness is the ongoing practice of connecting reconciliations, schedules, approvals and source documents before a request list arrives.

Audit and Grant Readiness: Build a Review-Ready Financial File

External reviewers move faster when the accounting file tells a coherent story. Audit readiness is the ongoing practice of connecting reconciliations, schedules, approvals and source documents before a request list arrives.

Start with the close package

For every month, keep financial statements, bank reconciliations, AP and AR ageing, payroll reports, tax support and material journal-entry explanations in a consistent folder structure.

Build a request index

Track who owns each document, the period it covers and the status of the response. A simple index prevents duplicate work and makes missing evidence visible.

Explain judgment areas

Keep a short memo for unusual transactions, estimates, allocations, related-party activity and restricted funding. Reviewers can work with a documented judgment more efficiently than with a silent balance.

Key takeaways

  • Make the close package consistent before review season.
  • Track every request with an owner and status.
  • Document unusual transactions and accounting judgments.

A clear next step

Lago Mayor can prepare reconciliations, schedules and financial records requested by reviewers, auditors and grantors.

Talk to an expert

Sources and further reading

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