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Audit Proposal
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Prepared for:
[Client Company]
Prepared By:
[Audit Company]
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Audit Proposal

Introduction

Financial Management of companies and organisations, irrespective of their size or nature is a very complex affair. The Management and Board of Directors face extreme pressures and challenges in protecting shareholder interests, addressing regulatory changes, competing in the global marketplace, and protecting corporate reputation to name a few. Given the numerous regulations and compliance mechanisms that are mandatory requirements today, financial and audit works of your organisation can be trusted with experienced professionals only.
Accounting related paperwork and calculator
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About Us

[Company Name] is a known name in the [Company Industry]. Our Headquarters are in [Location] and is founded by [Name of Founder].The [Industry Name] Market is currently valued at [Net Worth of Market]. Since [Year of Establishment] we have serviced over [No. of Clients]. We have our expertise in [Mention Expertise] and aim to be the [Target Market Goal in Future].
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Mission

We audit to assist organizations in meeting regulatory and market standards and stay uptrend with the capital markets. An audit is more than an obligation—it’s a powerful lens for illuminating the current state of an enterprise, providing insight that can inform future aspirations. [Add the immediate values of your organization]
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Vision

To help organizations see further and deeper into their businesses. Our work aims at assessing the financial health of the organizations and leads them to foresee and prevent financial crises and also enhance trust among their stakeholders. [Add your far-sighted goal]
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Our Services

We offer diverse customized audit services that suit your organizations' needs. 
Mentioned below are our services:

1. Tax

[Audit Company] provides clients a broad range of fully integrated tax services, combining innovation with business and industry knowledge to help your company excel globally.
  • [Service 1]
  • [Service 2]

2. Global Audit

Maintaining global level regulatory compliances for your organisation is an intricate and sensitive task. [Auditor] provides tailored global audit services to internationally active organisations in accordance with a variety of auditing standards including:
  • Generally Accepted Accounting Principles (GAAP)
  • International Standards on Auditing (ISA)
  • Auditing standards generally accepted in the United States (US GAAS)
  • U.S. Public Company Accounting Oversight Board (PCAOB) auditing standards
  • [Add a Standard Organisation]

3. Public Company Audit Services

[Audit Company] provides a broad range of services focused on the nature and requirements of a Public Service Audit Company combining innovation with business and industry knowledge to help your company excel globally. 
  •  [Service 1]
  •  [Service 2]

4. Private Company Audit Services

We understand the structure and concerns of private organizations and owner-managed businesses.They face complex situations on a regular basis and need quick and effective actions that involve big risks. Therefore, we offer services that include:
  • [Strategising against an increasingly competitive marketplace]
  • [Address capital investment needs]
  • [Comply with changing regulations]
  • [Meet increasing stakeholder expectations]
  • [Add more details]

5. Employee Benefit Plan Audit Services

We also provide Employee Benefit Plan Audit Services. Our professionals for these services receive regular, in-depth training that focuses on updated professional standards and regulations including the Internal Revenue Service and Department of Labor initiatives to help you prepare for pending changes and other areas of concern. These services require us to hire and train professionals with sound knowledge and experience with the laws and practices of particular states. Our team comprises of professionals from all over the world and we will accordingly allocate you an experienced professional equipped with local knowledge.
Our team’s experience includes:
  • [Single and Multi-employer plans]
  • [Defined benefit and defined contribution pension plans (e.g., 401(k), 403(b)]
  • [Profit-sharing]
  • [Employee stock ownership plans (ESOPs)]
  • [Health and Welfare plans]
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Statement of Need

We are looking forward to expanding our client base among the [Client Company Type] industry where we hold good experience and expertise. This association for audit services will be very fruitful in upgrading your experience and businesses on both ends. We look forward to collaborating with you and work with the financial management of your company to stand with you and strengthen our base in the financial and audit market. [Add existing painpoint]
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Advantages of Choosing Us

Choosing us for your audit requirements is very advantageous as:
  • [Audit Company] combines their diverse experience, available resources, and their deep industry knowledge with a high level of partner attention and customized service delivery.
  • We pursue face-to-face discussions throughout the audit process which are critical to addressing key issues and improvements.
  • We will assign an engagement team for you that will include an engagement partner, quality reviewer, director, and a number of other staff according to your organizational needs.
  • They will work closely with your team throughout the audit to facilitate the timely delivery of services and communications.
  • [Add Audit Advantages]
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Your Benefits

You will be in reciept of the following benefits and perks:
  • We will provide Audit and Assurance services keeping in mind your organisational goals and market trends.
  • We have a team of talented and experienced professionals that are very sound in financial decision-making and will keep you aware and updates of all our work on a regular basis.
  • We provide [Add Benefit and Perks] along.
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Audit Framework

Sr. No.
Procedure
Number of Days
Personnelneeded
Outcome/Purpose
1.
Study the financial background of your organisation
[Number]
[Number]
To understand the financial structure of your organisation
2.
Book analysis and reports
[Number]
[Number]
To plan and strategise our work for you
3.
[Add Description]
[Number]
[Number]
[Add Outcome/Purpose]
4.
[Add Description]
[Number]
[Number]
[Add Outcome/Purpose]
[Tip: Connect your google sheet and edit directly. Visit this link to know more: https://help.revvsales.com/docs/how-do-i-link-a-google-sheet-to-a-document]
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Pricing

A layout of our Audit Services rate structure is attached herewith for your reference. Please contact [Auditor] for any further details or queries: (write a few more lines on cost-effectivity etc.)
Deliverables
Amount
[Service Name]
$ [0.00]
[Service Name]
$ [0.00]
[Service Name]
$ [0.00]
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Client Testimonials

Serving our customers for their maximum benefit and satisfaction is our utmost priority. Their feedbacks and suggestions are very important to us to do better. Here is what our clients have to say about us:
Client Testimonial 1

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Client Testimonial 2

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 [Client Testimonial 1]
[Client Name]
[Client Designation, Company] 
 [Client Testimonial 1] 
[Client Name] 
[Client Designation, Company] 
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Our Team

We would like to take this opportunity to introduce the key personnel behind our organization.

CEO


[Name]
[Qualifications]
[Experience]
Team member 1

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Managing Director


[Name]
[Qualifications]
[Experience]
Team member 2

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Training Head


[Name]
[Qualifications]
[Experience]
Team member 3

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Terms and Conditions

  1. Payment: [Auditor]'s fees are billed at an all-inclusive [Time Period] rate based on the time required to carry out each aspect of our strategic financial management service.
  1. Cancellation: Cancellation of orders may be made initially by telephone contact, or e-mail.
  1. [Auditor] will need formal notification in writing to [Auditor]’s postal address.
  1. [Client] will then be invoiced for all work completed over and above the non-refundable deposit that will have been made at the time of first ordering.
  1. The balance of money due must be paid within [Time Period] of such notification.
  1. Confidentiality: Confidential Information shall not include any information which
  1. is or hereafter becomes generally known to the public; 
  1. was available to the receiving party on a non-confidential basis prior to the time of its disclosure by the disclosing party; 
  1. is disclosed by an independent third party with a right to make such disclosure. Unless required by law, neither party shall disclose the other party's Confidential Information to any person or entity except as expressly provided. 
  1. Relationship of Parties: [Auditor] and [Client] will enter into a written contractual agreement if this Proposal is accepted. The Contract will define and govern all the aspects of this relationship between the parties as per the agreed terms.
  1. Miscellaneous: If [Auditor] is prevented by reason of any cause whatsoever outside the [Auditor]'s control from performing or completing any service for which a Contract has been made, [Client] will pay to the [Auditor]:
  1. For the expenditures of all the work that has been actually made or incurred by [Auditor] until then.
  1. Proportion of the agreed fees equal to the proportion (if any) of the service actually carried out; the [Auditor] shall be relieved of all responsibility whatsoever for the partial or total non-performance of the required Services.
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Acceptance and Signature

If you wish to avail our services, please provide your signature below:
[Client Company]
[Client Company Representative]
[ Audit Company]
[Audit Company Representative]
Signature
Assign signer 1
Name
Assign signer 1
Date
Assign signer 1
Signature
Assign signer 2
Name
Assign signer 2
Date
Assign signer 2
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THANK YOU

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DISCLAIMER: The content provided herein is for general information purposes only, and shall not constitute legal advice. Revv and its partners make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information mentioned hereunder. The use or reliance of any information contained herein is solely at your own risk. You are advised to obtain independent legal advice before taking or refraining from any action on the basis of the content provided here.

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