First time facing a Single Audit? Take the stress out of it. This easy, step-by-step checklist walks your team through what to gather, how to organize it, and when to do each step—so fieldwork goes smoothly and deadlines don’t sneak up on you.
What’s inside (PDF):
- A quick “Do we need a Single Audit?” check (including the $750k/$1M threshold note)
- How to build a clean SEFA and tie it to your books
- Policy & internal-control tune-ups that auditors expect (procurement, time & effort, subrecipients, etc.)
- A ready-to-copy PBC folder structure for instant document retrieval
- Sample “universes” for testing (disbursements, payroll, procurements, subawards)
- A mini mock-audit against major compliance areas
- Year-end close tips, timelines, and common first-timer pitfalls to avoid
- What to do after fieldwork (CAP, DCF, and FAC submission)
Who it’s for: Executive directors, finance teams, and boards preparing for Uniform Guidance audits—especially first-time grantees.
Questions or need a quick consult? info@crosstribeadvisory.com · 937-234-7780