PBC list management
Prepared-by-client requests logged, assigned, tracked and closed.
Audit support outsourcing — PBC list management, evidence collection, documentation, sample prep and coordination — with trained specialists and audit-ready records.
Audits are deadline-driven, evidence-heavy and detail-critical. PBC lists arrive, evidence needs collecting, samples need preparing, follow-ups need chasing and every item needs documented. When internal teams juggle audit support alongside close and reporting, delays stack up and audit fees grow.
Opervics runs audit support as a managed function — PBC list management, evidence collection, documentation, sample preparation and coordination — with trained specialists and audit-ready records in your accounting and document systems.
Prepared-by-client requests logged, assigned, tracked and closed.
Invoices, contracts, statements, reconciliations and reports gathered.
Sample selections compiled with supporting documentation.
Workpapers, tie-out schedules and supporting files organized.
Questions routed, meetings scheduled, follow-ups chased.
PBC status, items outstanding, evidence completed and issues.
These are the same operational issues we see across clients — and the same ones our process is designed to remove.
Requests scattered across email and shared drives — items get missed.
Sample requests pile up — audit timelines slip.
Close and audit running at once — quality drops.
Questions go unanswered — deadlines slip.
Auditor time spent chasing basic items.
Nobody knows what's outstanding or where delays sit.
Every service inherits the same baseline security posture, then adds service-specific controls on top.
Access, change management, monitoring and incident response aligned to SOC 2.
NDAs, role-based access, least-privilege permissions and audit logging.
Role-based access to accounting, document and audit systems — scoped and audited.
PBC status, items outstanding and evidence completed reported weekly.
PBC list management, evidence collection, sample preparation, documentation, auditor coordination and reporting.
No — we provide audit support operations. Opinions, judgments and attestations remain with your CPA firm or internal auditor.
Financial statement audits, SOC 1/SOC 2, internal audits, grant and funding audits, and regulator examinations.
QuickBooks, Xero, NetSuite, Sage, Workiva, AuditBoard, SharePoint, Google Workspace and your ERP.
PBC status, items outstanding, evidence completed and issues — reported weekly.
Per PBC item, per audit season, per FTE, or a monthly retainer — agreed upfront.
A short conversation is usually enough to scope the audit and propose a starting point.