Start with methodology
Offshore staff should prepare work in your firm's methodology, templates and audit software, so files look the same as those prepared onshore and reviewers know exactly where to look.
Clear roles
- Agree which areas are prepared offshore and which stay onshore
- Keep the engagement partner and manager responsible for judgement and sign-off
- Use review notes inside the audit file, not separate emails
Confidentiality and security
Choose a provider with recognised information security controls. Consultify Global is ISO 27001 certified, with access restricted to authorised staff and data encrypted in transit and at rest.
Making the time difference work
With teams in different time zones, work handed over in the evening can be ready for review the next morning, shortening turnaround in busy season.
This article is general information, not accounting, tax or legal advice. Rates, thresholds and effective dates should be confirmed with the official sources (IFRS Foundation, tax authorities, regulators) or your adviser before acting.