This might seem trivial but how does everyone organize their audit files? I'm drowning in spreadsheets and PDFs with inconsistent naming. Need a better system as we take on more clients.
Standardizing file naming and organization
I use: ClientName_AccountNumber_YYYYMM_DocumentType.xlsx - so like "AcmeCorp_123456_201905_AuditWorksheet.xlsx". Keeps everything chronological and searchable. Also create separate folders for Raw Bills, Interval Data, Correspondence, and Final Reports.
Renee's system is solid. I also keep a master tracking spreadsheet with columns for Client, Account#, Audit Status, Savings Found, Claim Status, etc. Helps when clients call asking for updates on multiple accounts.
Whatever system you choose, stick with it religiously. I switched naming conventions halfway through a big multi-site audit and spent 6 hours just finding and renaming files. Consistency is more important than having the "perfect" system.