All of the above is a preview of our PBC List template, built from our collective expertise in helping hundreds of companies streamline and organize their month-end close and financial reporting processes. Download a free copy of the Excel template below and customize it as you see fit. It’...
A thoughtfully developed PBC list is like a project plan. It details the list of supporting information and documentation "prepared by a client" that professionals need to gather to perform their review. Professionals and their clients can also use a PBC