Fieldwork Fumbles: Where Most Engagements Derail
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Fieldwork Fumbles: Where Most Engagements Derail
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Sam and Abdullah examine why the field work phase causes so many audit delays, even when planning looks solid. From missing documentation and vague responsibilities to last-minute client scrambles, Sam explains how weak leadership and poor communication turn a one-week engagement into a multi-month ordeal, and walks through the daily tracking systems and checkpoint meetings that prevent it.
- (00:00) - Welcome to Audit Smarter
- (01:16) - Importance of Structure and Leadership
- (03:16) - Planning for the Unexpected
- (06:48) - Effective Field Work Strategies
- (09:27) - The Role of Clear Communication
- (12:31) - Using Audit Trackers
- (17:45) - Maintaining Accountability
- (20:38) - The Importance of Efficiency in Field Work
- (21:27) - Client Communication Strategies
- (24:38) - Organizing the Audit Process
- (28:08) - Daily Updates and Open Communication
- (32:32) - Role of Managers in Field Work
- (36:27) - Avoiding Scope Drift
- (38:12) - Concluding Thoughts on Field Work
Learn more at https://mansouradvisory.com/
Connect with Sam
https://www.linkedin.com/in/sam-mansour-cpa-2a755b271
Connect with Abdullah
https://www.linkedin.com/in/abdullah-mansour-454959108
Earn CPE for Listening to This Podcast
https://www.earmark.app/
This podcast is a production of the Earmark Media
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