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Working Remotely with Your Auditor

1. Schedule time for meetings – Face-to-face time with your auditors is important to allow for clear and timely communication and more deeper understanding than writen correspondence may provide. Scheduling meetings via your preferred communication platform (Teams/Zoom etc) ensures that you don’t miss out on the benefits of these discussions with your auditor, including the opportunity to ask questions, obtain feedback and check in on the audit progression and findings.

2. Electronic checklists – Electronic checklists with ‘drag and drop’ functionality and secure document transmission are a valuable resource in preparing for the audit. As well as detailing the information that will be required, with many schools and colleges increasingly maintaining electronic records, these electronic checklists enable documents to be easily and securely provided to your auditor.

3. Preparation – When discussing with your auditor how a remote audit can be conducted, it is important to consider how your records are stored. Especially in cases where invoices, payroll records and revenue documentation are paper-based, it is important to understand what type and volume of information the auditors will be required to sight and to consider how it is most efficient for your team to make these documents available. The earlier that detailed listings of specific transactions and documents required are able to be obtained from the auditors, the more time your team will have to prepare and provide the required documents.

4. Organisation and communication – While not having your auditors on site for one or more days might reduce the pressure felt by the finance team and increase the flexibility for staff completing end of year processes and compiling information for audit, it is important to remember that the same deadlines are in place for audited financial statements to be lodged and provided to users. Open lines of communication to set expectations and timeframes, a commitment to deadlines by both parties and a proactive approach to checking in on audit preparation by the finance team and audit completion by the auditors will assist to achieve a smooth and efficient audit process.


Would you like any advice on how remote audit could work for you? 

Please get in touch with McConachie Stedman Director, Ben Horner, at