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Fieldwork Fumbles: Where Most Engagements Derail

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

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This podcast is a production of the Earmark Media
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