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$
USD
I will do audit support pbc requests document management smartvault 1040scan netsuite
Expert
David Adewale is a Nigerian entrepreneur, business leader, and visionary who believes that determination, integrity, and innovation are the foundations of lasting success. Born and raised in southwest...
About this Gig
Are audit PBC requests piling up while evidence sits across emails, shared drives, and accounting systems?
I help organize audit documents so your team can track missing items and locate supporting records faster.
I support SmartVault document management, 1040SCAN intake workflows, and NetSuite evidence references using your approved process.
You receive a request tracker, clear file naming, status reports, and a documented handoff. This is administrative support, not an independent audit opinion.
What my service includes:
- PBC tracking
- Evidence indexing
- File naming
- Folder setup
- Missing-item flags
- Request follow-up
- Version checks
- Document sorting
- Intake review
- NetSuite mapping
- Status reports
- Access checks
- Duplicate flags
- SOP writing
- Handoff notes
Platforms I work with:
SmartVault · 1040SCAN · NetSuite · QuickBooks · Xero · Sage · CaseWare · CCH Axcess · Thomson Reuters · SurePrep · ShareFile · Microsoft Excel · SharePoint · OneDrive · Google Drive · Dropbox · Box · Adobe Acrobat · Microsoft Teams · Outlook · DocuSign · TaxDome
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Reporting frequency:
Monthly
•
Quarterly
•
Annually
•
Ad-hoc
Target country:
United States
Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Read more about Financial services at Fiverr.
Other Accounting Services I Offer
FAQ
What will I receive when you organize my PBC requests?
Problem: Audit evidence is scattered across emails and folders. Result: I organize your agreed PBC list, track request status, flag missing files, and prepare evidence index so your audit team can locate submitted records and identify open items faster at each stage
Do you support accounting firms during year-end audits?
Problem: Your accounting team faces repeated PBC requests during year-end close. Result: I organize schedules, invoices, reconciliations, and supporting files for accounting firms, with status tracking that makes missing evidence easier to spot during review. per day
Why choose Premium for a larger engagement?
Problem: Large engagements need more than basic file sorting. Result: Premium adds expanded PBC tracking, document checks, SmartVault folders, NetSuite reference mapping, written procedures, and a handoff guide so your team can maintain consistent records when needed
Can you track document versions and NetSuite references?
Problem: Reviewers cannot locate evidence or confirm which version is current. Result: I apply naming rules, index documents, track request owners and status, flag duplicates or gaps, and map NetSuite references; access and permissions remain client-approved. per day
Do you support tax document intake and bookkeeping records too?
Problem: Tax, audit, and bookkeeping files follow different workflows. Result: I support PBC tracking, SmartVault document organization, 1040SCAN intake, NetSuite evidence references, and workpaper indexing for procedures, engagement scope, and client-approved access
