How detailed do you get with audit documentation? Client wants to see "work papers" but I'm not sure what that means in our industry. Xcel Energy in South Dakota is asking for backup on a $12,000 finding.
Documentation standards - what do you keep?
I keep everything. Original bills, rate schedules, meter data, calculation spreadsheets, even my handwritten notes. Dominion Virginia Power audited one of my findings and wanted to see the methodology step by step.
Scan everything to PDF. Create a folder structure: Client name > Audit year > Bills, Tariffs, Calculations, Correspondence. CenterPoint Energy in Texas requested documentation 18 months after we filed a claim.
I use a standard audit report template with an appendix showing calculations. Memphis Light Gas & Water wants to see the math on demand charge corrections. Template makes it professional and repeatable.
Document your assumptions too. If you're estimating meter readings or interpolating data, explain why. Duke Energy in North Carolina challenged a finding because I didn't document a missing bill assumption clearly enough.
Keep a project log with dates and actions. "Called utility 8/15, spoke with Mary in billing, confirmed rate schedule effective date." Covers you if questions come up later. Arizona Public Service loves details.