Your auditor arrives in 41 days
How ready are you, honestly?
Six questions your auditor will effectively ask in the first week of fieldwork. Answer them and see what Lumistead would already have done about each one.
01
Does your trial balance roll from last year's audited closing balances?
LumisteadValidates the roll at intake — a break becomes a blocker finding, never a plug.
02
Is every bank account reconciled to the ledger every month?
LumisteadMonthly tie-outs across every account and currency, stale items flagged early.
03
Are all leases and fixed-asset additions on the balance sheet with support on file?
LumisteadGAAP gap scan finds uncapitalized leases; ASC 842 schedule drafted automatically.
04
Is last year's auditor request list mapped to evidence you already have?
LumisteadPBC command center maps the list to documents on the platform, request by request.
05
Do your schedules foot, cross-foot, and tie to the trial balance with no manual plugs?
LumisteadDeterministic Excel with live formulas; check rows at zero or explained.
06
Does someone on your team have time reserved for the audit before fieldwork?
LumisteadThe platform is that person. Your reviewer signs; the drafting is done.
What happens to every "No"
Walk into the audit already done.
The platform does the client side of the audit every month: accounts tied, schedules built, the request list answered. Every output validated, then signed by the reviewer you choose.
“Meridian Foods LLC” is a fictional sample company. Figures are synthetic; screens are from the working platform.
CAUGHT AT INTAKE
Trial balance does not rollBlocker
$0
Retained-earnings break, found 9 weeks before fieldwork. Closing entries requested.
A-1
Monthly tie-outs
Every bank account tied to the ledger. Stale items flagged early.
E-1
Schedule factory
PP&E, leases, prepaids, accruals, debt — audit-ready Excel with tickmarks.
PBC
PBC command center
The auditor's request list, mapped and answered before fieldwork.
GAP
GAAP gap scan
Uncapitalized leases and missing accruals, found before the auditor finds them.
More things it caught that people missed.
Bad books in does not mean bad schedules out. It means findings out — each one with what we found, why the auditor will care, and exactly what we need from you.
CAUGHT · Cash
Stale reconciling item
14 months
The auditor will ask. Now you have the answer.
CAUGHT · Gap scan
Warehouse lease off the balance sheet
$14,200 / mo
ASC 842 schedule drafted, waiting for the executed lease.
CAUGHT · Fixed assets
Unsupported additions
$86,400
Three register lines with no invoice on file.
CAUGHT · Cash
November statement missing
Acct 4417
Account blocked, request sent, cleared on re-run.
Sample clients, synthetic data. Screens from the working prototype.
Not a concept
Built inside a working advisory practice. Used on live engagements for over a year.
The procedures encode partner-level review rules learned on real audits, S-1s and SOX programs. AI drafts and checks; a named reviewer signs. Where it came from →
1+ yr
in production on live engagements
7
working modules, cash to disclosure checklists
4 of 4
planted defects caught in the regression corpus
EN · 中文
bilingual workpapers, one template lineage