Audit methodology assistant for small & mid-size CPA firms
Comprehensive audit methodology with 511 procedures mapped to workpapers. Draft conclusions, get step-by-step guidance across all 6 audit phases. ISA and PCAOB coverage.
What the methodology covers
Structured procedures for every audit phase. 511 procedures mapped to 37 workpapers with 111 built-in QC checks. Ask in plain English—get actionable guidance.
Documentation Help
Get help writing workpapers, conclusions, and audit memos. The assistant suggests what to document and how to word it properly.
- "Help me write the conclusion for my revenue testing"
- "How should I document this exception?"
- "Draft a memo for the subsequent events review"
Procedure Guidance
Step-by-step procedures for specific audit areas. Know what to do, what evidence to gather, and how to document each step.
- "Walk me through revenue testing procedures"
- "What evidence do I need for inventory?"
- "How do I test and document controls?"
Standards Guidance
Understand ISA and PCAOB requirements in plain English. Know what's required and what you need to document to demonstrate compliance.
- "What does ISA 315 require for risk assessment?"
- "What documentation proves ISA 500 compliance?"
- "Explain the going concern requirements"
Review Support
Check if your documentation is complete. Get guidance on QC requirements and what reviewers look for.
- "What should my planning file include?"
- "Is my risk assessment documentation complete?"
- "What does ISQM 1 require for engagement files?"
Comprehensive standards coverage
Built on a complete audit methodology with dual coverage of ISA (International Standards on Auditing) and PCAOB (Public Company Accounting Oversight Board) standards.
The knowledge base includes detailed procedures, workpaper templates, and quality control requirements for every phase of the audit.
Phase 1: Acceptance & Continuance
Client evaluation, independence, engagement letters
Phase 2: Planning
Understanding the entity, materiality, audit strategy
Phase 3: Risk Assessment & Response
Risk identification, control testing, substantive procedures
Phase 4: Execution
Testing procedures, evidence gathering, documentation
Phase 5: Completion
Subsequent events, management representations, review
Phase 6: Reporting
Opinion forming, report drafting, communication
Get your firm's dedicated instance
Complete audit methodology with 511 procedures, 37 workpapers, and 111 QC checks. Private instance for your firm—your data stays yours.