For firms
Give your audit team more hands at peak season, with workpapers prepared in your templates under your review.
Audit support
Workpapers your reviewer can use.
Heritage provides preparation support to accounting firms conducting audits and other assurance engagements.
We work from your audit program, templates and documentation requirements so your team spends less time assembling schedules and more time performing the work that requires professional judgment.
- Peak season
- Jan to Jun
- Review
- Always yours
What's included
- Lead schedules
- Trial-balance tie-outs
- Confirmation preparation and tracking
- Sampling and testing support
- PBC list management and follow-up
- Workpaper documentation
- Prior-year roll-forward
- Review-note clearance
- Supporting schedules
- Client-record organization
For firms, For businesses
For businesses
Go into your audit with organized PBC lists, reconciled schedules and documents your auditor can use.
How we deliver
- 01
Your audit program
We work from the procedures, templates and documentation standards established by your firm.
- 02
Schedules and testing support
We prepare the supporting schedules and testing documentation required for the assigned work.
- 03
PBC and confirmations
We organize requests, track outstanding items and keep the status visible to your team.
- 04
Your review
Your audit team reviews the work, resolves professional-judgment matters and retains responsibility for the engagement.
Software we work in
- CaseWare
- Suralink
- Excel
- Karbon
Important scope boundary
Heritage Advisory LLC is not a licensed CPA firm and does not issue audit, review or compilation reports.
Our role is preparation and support under the supervision and review of the accounting firm responsible for the engagement.
Questions about this service
Who is responsible for the audit?
Your firm. We prepare workpapers and testing support under your supervision. Planning, judgment, conclusions and the opinion stay with your team.
Do you work in CaseWare?
Yes, and in your own Excel templates. We follow your audit program and documentation standards.
When do you have capacity?
Peak season runs from January to June. Tell us your audit calendar on the call and we will plan staffing around it.
Let's find out if this fits.
Fifteen minutes, no deck. Tell us where the pressure is and we will tell you honestly whether we can help.