Trace revenue from contracts and billing records through collections and financial reporting. Start by identifying the purpose, reporting period and intended users of the work. BIAT can assess the available records and propose an engagement with defined responsibilities and deliverables.
Overview
Scope of support
- Contract-to-invoice and ledger reconciliation
- Cut-off, credits and unbilled-revenue review
- Collection exceptions and leakage-control assessment
Records to prepare
Use this starting checklist to prepare for a discussion. The final evidence requirements are confirmed after the initial assessment.
- Customer contracts and invoice exports
- Revenue ledger and bank collections
- Credit notes and revenue-recognition policies
Deliverables and engagement planning
The revenue audit scope identifies the output, review steps and information required from your team. Where a filing, report or certificate needs an eligible professional, that role is confirmed before the engagement proceeds. The proposal records fees, exclusions, dependencies and target milestones. Authority review, incomplete records or changes to the request can affect timing.
Discuss your requirement
How the engagement works
Agree the scope and required evidence before work begins.
FAQ
Questions to help you scope the engagement.
Can the review focus on one revenue stream?
Yes. A review can focus on a product, branch, contract type or period, with the population and sampling approach agreed at the start.
How is the fee determined?
Can this be combined with related CA services?