Summary

1. What do we mean by audit readiness?
2. Four steps to getting the story right
   1. ACED™ Method. Get Clear on (Access, Communication Plan, Execution Assets, Deliverables)
   2. Read the Corporate Minutes
   3. Dig into and reconcile cash
   4. Understand the key People, Processes, and Technologies

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Summary

1. Advisory services in our industry have been around for a really long time…and the profit margins are high, and the market is huge. Everyone can eat.
2. Big and small firms have a lot to learn from each other. I plan on using this podcast to share anything I learn in order to provide value to you all.
3. Don’t waste time trying to get granular on the definitions of client advisory services. Diagnose your clients’ finance function, what they’re pressed to pay for, and align your skills with that.

Referenced Items

• https://www.cfgi.com/blog/news/cfgis-origin-story/
• https://pcaobus.org/news-events/speeches/speech-detail/the-rise-of-advisory-services-in-audit-firms_544
• SkyView™ Document (Email Mike @ mike@leadwithvalue.team for a copy)

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