Audit Readiness (PBC) Coordinator
Tracks every auditor request and gets the support in on time
The Audit Readiness Coordinator runs the prepared-by-client (PBC) list: it logs each request from your external auditor, assigns an owner, gathers the support, checks it is complete and delivers it through the portal on time.
It coordinates end to end with a named human owner. The audit opinion belongs only to the licensed CPA firm (Cal. B&P §5050); the coordinator never answers an auditor's judgement questions on management's behalf.
AI does it end to end with a human owner.
This seat is built and can be switched on for your business as a free evaluation. It is not for sale and has no price yet. Ask below; a person reviews every request and replies by email. Nothing is charged.
SARA is our AI assistant. Calls are recorded.
Morning: reviews the PBC tracker and nudges owners on items due this week. Midday: checks a batch of uploaded support for completeness before it goes to the auditors. Afternoon: sets up next week's walkthrough meetings. Weekly: status report to the controller.
- ·Maintain the PBC request list with owners and due dates
- ·Gather and check support for completeness before delivery
- ·Schedule auditor walkthroughs and meetings
- ·Track open items and follow-up questions
- ·Keep a clean archive for next year's roll-forward
- ●PBC items delivered by due date
- ●Items returned by auditors as incomplete
- ●Audit fieldwork finished on the planned date
- · Companies with an annual audit
- · Lender-required audits
- · Non-profits