How to Work With Your Auditor
(Without the Stress)
By: Upenda Danridge
A smooth audit isn’t just about clean books — it’s also about the relationship you build with your auditor.
When communication is clear and expectations are aligned,the entire process becomes easier, faster, and far less stressful.
Here’s how to work with your auditor in a way that builds trust, reduces back‑and‑forth, and keeps the audit moving forward.
1. Respond Promptly — Even If You Don’t Have the Answer Yet
Auditors don’t expect you to have every document ready instantly.
But they do expect acknowledgment.
A simple:
“Received — I’m gathering this now and will follow up by tomorrow.”
goes a long way.
It shows:
• You’re organized
• You’re engaged
• You’re not avoiding the request
Silence creates unnecessary tension.
2. Provide Complete Documentation the First Time
Auditors love clarity.
When you send documentation, make sure it’s:
• Complete
• Clearly labeled
• Easy to follow
• Matchedto the request
If they ask for a bank reconciliation, include:
• The reconciliation
• The bank statement
• Any supporting schedules
This reduces follow‑up questions and keeps the audit moving.
3. Be Transparent About Issues
If something is missing, late, or unclear, say so upfront.
Auditors appreciate honesty.
They do not appreciate surprises.
A simple explanation like:
“We identified an issue with this schedule and are correcting it now.”
builds trust and credibility.
4. Keep Communication Centralized
Avoid sending documents through:
• Multiple emails
• Multiple staff members
• Multiple platforms
Create one central audit folder and one primary point of contact.
This reduces confusion and prevents things from slipping through the cracks.
5. Ask Clarifying Questions When Needed
If a request is unclear, ask.
Auditors prefer a quick question over incorrect documentation.
Examples:
• “Do you need the full year or year‑to‑date?”
• “Wouldyou like this by grant or by funding source?”
• “Do you need the supporting schedule as well?”
Clarity saves time for everyone.
6. Document Your Explanations
If you explain something verbally, follow up in writing.
This helps auditors:
• Document their workpapers
• Understand your processes
• Reduce repeat questions
It also protects your organization by creating a clear audit trail.
7. Stay Calm — Even When the Requests Feel Endless
Audit requests can feel overwhelming, especially when they come in waves.
But remember:
• Requests are not personal
• They are not a judgment
• They are not an accusation
They are simply part of the process.
Your calm, organized response sets the tone for the entire audit.
If You Want to Enter the Audit Confidently
Working well with your auditor is easier when you already know your books are clean, consistent, and ready.
That’s exactly why I created the Audit‑ReadyFinancial Review — a focused, forensic snapshot of your financial health that identifies issues before the auditor arrives.
For a limited time, the review is available at an introductory rate of $300.
If you want clarity before your audit, you can book your review using the form on my site or select the button below:
Next post: The Final Audit Season Checklist (Everything in One Place).