Toolkit
The following tools are Microsoft Word and Excel spreadsheets.
Tool 1: Example – Risk analysis for financial statements
Tool 2: Template – Lessons learned tracking sheet
Tool 3: Template – Project schedule
Tool 4: Example – Financial statements reporting timetable
Tool 5: Example – Internal consistency checks
Tool 6: Example – Financial statements project plan
Tool 7: Example – Materiality assessment paper
Tool 8 Template – Position paper
Tool 9: Template – Accounting adjustments schedule
Tool 10: Template – Working papers cover sheet (Lead sheet)
Tool 11: Example – Requirements for supporting documentation
Tool 12: Checklist – CFO assurance
Tool 13: Checklist – CFO and finance team assurance processes for audit committee
Tool 14: Template – Chief financial officer’s report
Tool 15: Template – Register of audit requests