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No Panic, No Chaos: Getting Your Client Audit-Ready Without the Headache – 10 November 2025

Audit time shouldn’t feel like a crisis. This session shows you how to turn year-end stress into a smooth, structured process that keeps your clients organised, confident, and fully prepared when the auditors arrive.

Date:

10 November, 2025

Time:

14:00

Hours:

1 hour

CPD Units:

2

Category:

Practice Management

Group:

Channel 2: Growth

Format:

Webinar

R230,00 VAT incl.

Product Information

When audit season hits, preparation is everything. This practical session helps you get your clients audit-ready — not just at year-end, but every day. You’ll learn how to organise financial records, anticipate auditor requests, and communicate clearly with both clients and audit teams. We’ll unpack how to prevent common pitfalls, manage tricky information gaps, and add value through proactive planning. With the right structure and tools, audit preparation can become one of your firm’s easiest wins — saving time, reducing stress, and strengthening client trust.

Presenter/s

What will set you apart

By attending this session, delegates will: 

  • Build an audit-readiness plan that works for every client
  • Understand what auditors expect — and how to meet it
  • Identify and fix documentation gaps before they become problems
  • Streamline client systems for accuracy and compliance all year round
  • Position yourself as the go-to accountant for seamless audit preparation

Event breakdown

  1. What “audit-ready” really means — from an auditor’s perspective
  2. Designing effective audit-prep checklists and client systems
  3. Common documentation errors and how to prevent them
  4. Managing client communication and expectations
  5. Turning audit readiness into a value-added service
  6. Templates, tools, and case-based discussions

Certificate

The following event is awarded 2 CPD units in Practice Management.

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