Engagement
PBC list coordination
Structured build-out of Prepared-By-Client lists before fieldwork, with owners and due dates agreed with the audit team.
Before the first fieldwork day, Autoworkflowpro turns the auditor’s request letter into a numbered PBC list your team can actually work. We group lines by process (cash, revenue, inventory, related parties), name a preparer and reviewer, and set internal due dates that sit ahead of the auditor’s ask.
Useful when last year’s list was incomplete, when you have new subsidiaries, or when the auditor changed firms and the request format shifted. Output is a shared register ready to hand into document request tracking — or a clean hand-off if your internal team will chase thereafter.