Audit Methodology & Workflow

Structured approaches to conducting thorough and efficient utility bill audits.

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Dealing with incomplete utility data by Greg N. — 5 years ago

5 years ago
by Ken J.

Quality control process - catching your own mistakes by Phil G. — 5 years ago

5 years ago
by Jim W.

Time management - how long do you spend per account? by Larry N. — 5 years ago

5 years ago
by Steve Y.

Seasonal adjustment methodology by Beth A. — 5 years ago

5 years ago
by Bev H.

Common calculation errors that auditors make by Brenda A. — 5 years ago

5 years ago
by Dolores P.

Seasonal analysis considerations by Jennifer R. — 8 years ago

6 years ago
by Kay P.

Peer review process by Iris C. — 6 years ago

6 years ago
by Pam H.

Prioritizing multiple findings by Fred B. — 7 years ago

6 years ago
by Pete A.

Best practices for organizing audit workpapers by George P. — 6 years ago

6 years ago
by Lee H.

Multi-meter Accounts - Workflow Nightmare? by Tyrone B. — 7 years ago

6 years ago
by Dale H.

Software tools for workflow management? by Juan C. — 6 years ago

6 years ago
by Cliff W.

Standardizing file naming and organization by Randall O. — 6 years ago

6 years ago
by Pete A.

Auditing an account with incomplete billing history by Lee C. — 7 years ago

7 years ago
by Lee C.

Handling incomplete data sets by Glen P. — 7 years ago

7 years ago
by Randall O.

Documentation standards - what do you include in final reports? by Manny G. helper — 7 years ago

7 years ago
by Arnold K.

Time tracking for audit phases by Aaron M. — 9 years ago

7 years ago
by Earl S.

Time tracking for audit phases by Bill G. — 8 years ago

7 years ago
by Tyrone B.

Time Management - How Long Should Audits Take? by Gloria S. — 8 years ago

7 years ago
by Mitchell S.

Audit frequency recommendations for clients by Patty L. — 8 years ago

8 years ago
by Hank B.

How thorough should initial data collection be? by Gary T. — 9 years ago

8 years ago
by Gil M.

Quality Control Checklist - What Am I Missing? by Robert F. — 9 years ago

9 years ago
by Omar B.

Time allocation per audit phase by James C. — 9 years ago

9 years ago
by Randy Dawson

Site visits — are they necessary for every audit? by Walt D. veteran — 9 years ago

9 years ago
by Walt D.

Software tools vs manual Excel workflows by Amir C. — 9 years ago

9 years ago
by Greg L.

Quality control checklist before submitting reports by Sarah M. top — 10 years ago

10 years ago
by Nancy P.

Software Tools for Audit Workflow by Cecilia K. — 11 years ago

11 years ago
by Linda

Quality control checklist before finalizing audit by Robert F. — 11 years ago

11 years ago
by Beth H.

Time tracking for audit phases - what's realistic? by Eugene W. — 13 years ago

11 years ago
by Dale H.

Building relationships with utility billing staff by Margaret C. — 11 years ago

11 years ago
by Sylvia D.

How do you handle clients who want to DIY after seeing your process? by Robert F. — 11 years ago

11 years ago
by Sandra W.

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