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audit-support

Generate lead schedules and PBC lists for audit preparation.

Updated Mar 13, 2026
Search Tags:#audit#review#compilation#journal entry#SSARS#lead schedule#PBC list
One-click install
npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill audit-support-aeyeops
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: audit-support
Source: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/tree/main/plugins/bookkeeping/skills/audit-support
Command: npx skills add https://github.com/AeyeOps/aeo-basis-plugin-marketplace --skill audit-support-aeyeops

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill streamlines the process of preparing financial records for external audits, compilations, and reviews, ensuring accuracy and compliance from the bookkeeper's perspective.

Core Features & Use Cases

  • Audit-Ready Books: Organizes financial data, generates lead schedules, and prepares necessary documentation for auditors.
  • PBC List Generation: Creates comprehensive lists of documents and information required from the client (Prepared by Client).
  • Adjustment Posting: Guides the process of posting adjusting and reclassifying journal entries.
  • SSARS Compliance: Provides clear guidance on the differences and requirements for preparation, compilation, and review engagements.
  • Use Case: When preparing for an annual audit, use this Skill to generate the lead schedules, create the PBC list for the client, and ensure all necessary adjustments are properly documented and posted.

Quick Start

Use the audit-support skill to generate a PBC list for the upcoming audit of 'Example Corp'.

Frequently Asked Questions about audit-support

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I prepare books for an audit and generate a PBC list?▼

To prepare books for an audit, organize financial data, construct lead schedules, and generate a comprehensive PBC list detailing all documents required from the client for auditor review.

What is the difference between compilation and review engagements under SSARS?▼

SSARS distinguishes compilation and review engagements by their level of service and requirements, providing specific operational guidance on preparation distinctions to ensure proper compliance for bookkeepers.

How do I post adjusting and reclassifying journal entries for a C-corp engagement?▼

Posting adjusting and reclassifying journal entries for a C-corp involves documenting auditor adjustments and packaging workpapers to ensure financial records accurately reflect engagement outcomes.

What is a lead schedule and how do I construct one for a review engagement?▼

A lead schedule summarizes financial data for a specific area. Construct one for a review engagement by organizing the books, ensuring all necessary documentation is packaged for the auditor.

Does this support workpaper packaging for C-corp engagements?▼

Yes, it supports C-corp engagements by detailing workpaper packaging and guiding the posting of auditor adjustments to ensure financial records meet audit and review standards.

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