Audited Financial Statements – Prepared By Client (PBC)

Audited financial statements are used to providein the financial statement presentation, and
financial credibility, accountability and accuracy forcomparisons of past estimates and actual results
a business. Only a Certified Public Accountantto support the reasonableness of their current
(CPA) can perform the audit, but there are stepsestimates.
that the client can perform to reduce the cost ofLastly the accountant needs to assess the degree
and time necessary for the audit to beof risk that fraud will cause a misstatement in the
completed.financial statements, document any fraud risk
The accountant performing the audit will requestsfactors, and detail the client’s response to
financial reports from the company to review.these risk factors. The client should provide
These reports include the income statement,documentation of any fraud that has occurred,
balance sheet, and statement of cash flow alonghow they have identified any fraud risk factors,
with financial documentation to support theseand any anti-fraud programs that have been put
reports. If the client has the required financialinto place.
documents and reports prepared and available forA Client Representation letter is provided to the
the accountant to review, this will save time andcompany to sign at the conclusion of the audit.
money, preventing the CPA from needingThey client should have documentation and
together this information themselves.information readily available to answer inquiries
The accounts receivable will need to be confirmed.that are be found in the Client Representation
Having a prepared accounts receivable detailletter. This letter usually includes written
schedule which ties into the general ledger balancestatements explicitly or implicitly given to the
will make it easier for the accountant to confirmauditor by management; such as
the accounts receivable. In addition the clientmanagement’s acknowledgment of its
should prepare a list of names and addresses ofresponsibility for the fair presentation of the
all customers and outside entities to give to thefinancial statements, compliance with laws and
accountant for confirming receivables, businessregulations, assertion that they are unaware of
activities, and account balances.any fraudulent activity and have implemented
The accountant will need to observe theprocedures to detect and prevent fraud.
inventory count. The client should have the namesFrom this information the CPA creates an audited
and addresses of public warehouses where theirfinancial statement which will include an opinion,
inventory is stored readily available. If theeither qualified or unqualified, about the nature of
inventory is on site, they should have thethe financial documents. The intention of the
personnel who performed the original inventoryaudited financial statement is to gather evidence
count accompany the accountant on their testthat will ultimately provide the auditor with a
counts since they are most familiar with thereasonable basis for an unqualified opinion that the
layout and locations of inventory.financial statements are free of material
The accountant needs to inquire with themisstatements or false/missing information. With
client’s lawyers and document any active oran unqualified opinion, the audit is found to be
pending litigation, claims, or assessments. Theaccurate, complete and fairly presented to meet
client should collect all documentation related tothe requirements of the US GAAP (Generally
any litigation, claims, and assessments and provideAccepted Accounting Principles). A qualified opinion
their lawyers contact information.indicates that the auditor is not in agreement with
The accounting estimates made by managementaspects of the company’s financial
will need to be evaluated by the CPA. The clientstatements or accounting procedures and is not
should provide documentation for the estimates,confident in the accuracy of the financial
factors and assumptions which affect thestatements.
estimates, procedures used to prepare estimates