How Important Is Presentation in an Audit?

How Important Is Presentation in an Audit? and here's why during the course of the audit process there's so much time that's involved in going through and try to minimize liability you're going through and hopefully actively controlling the scope of the documents you're controlling the scope of the information that's being presented and so when you get to the point where you're giving a final presentation or giving a preliminary presentation to an auditor how that information is presented is critically important I can't tell you how many compliments that we've gotten based on the way that we prepare materials and the ease of those materials for the people that we're dealing with I mean look at this man if you were having an autumn client and somebody comes in with a nice organized well presented binder and you're able to sit across from that person during the course of an audit meeting they I'm having a casual conversation with you you're flipping through the tabs as I'm talking to you it just makes things easy you're in a good mood and you go back and do your audit report you've got something easy to reference like it just helps consequently if I bring you a box of stuff and it's not organized and you have to dig through it and you can't find things and you can't refer to things and pages are missing or whatever you're gonna get frustrated so you want to present materials in a way that tells a story all of the stuff tells the story we're going to walk through a sequence you want your materials to line up to that sequence so the presentation important portion is extremely critical it can save you a ton of money and it's very valuable to make sure that your presentation is right going into an order.


Sam Brotman, JD, LLM, MBA

Owner and Director of Legal
Brotman Law