Resources

10 Steps for a Successful Audit

When you joined a nonprofit or charity as a Manager, Executive Director or Board Member, you may not have realized that you would play a role in your organization’s annual audit.

Fast forward to today and one of your key tasks is to achieve a successful or clean audit. We can relate. As trusted accountants and advisors to many not-for-profit organizations and charities, Stern Cohen shares your goal for a successful audit.

Still, our research indicates there is often confusion about audits: for example:

  • When is an audit required?
  • What is the role of the auditor?
  • And how can our staff prepare for an audit?

Well, if you have questions like this, you have come to the right article. You will probably find some of the answers to your questions in our presentation “10 Steps for a Successful Audit”.  This free resource covers the following:

  • How to select the right auditor for your organization
  • How to communicate with your auditor – and how often to communicate
  • How to prepare for an audit
  • The role of management and auditors
  • Steps to ensure a successful audit
  • How to minimize audit fees!
  • How to get the most from your engagement
  • How to prepare for board meetings

You can download a PDF version of this resource here.

PS: Are you looking for a speaker at your next conference? Stern Cohen’s Not-for-Profit and Charity specialists are available – and this is just one of the many specialized topics we can deliver for your organization or audience.

Contact us for more information about our nonprofit and charity expertise and how we can help you and your organization!