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How to Prepare the Audit Planning PBC List (Step-by-Step Guide) | How to Audit Series #3

2.4K views· 83 likes· 39:46· May 28, 2025

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0:00 - 0:25 - Introduction 0:26 - 0:49 - Why the Planning PBC List matters 0:50 - 1:50 - Key items to request 1:51 - 2:01 - Pause the video and download the template 2:02 - 3:27 - Overview of the planning PBC List 3:28 - 5:26 - Financial Statemen review 5:27 - 14:42 - Assets Review 14:43 - 18:08 - Liabilities & Equity Review 18:09 - 20:33 - Income statement Review 20:34 - 29:22 - General Section PBC List 29:23 - 31:11 - Permanent File section PBC List 31:12 - 32:22 - Internal Control Narratives PBC List 32:23 - 33:26 - Legal Section PBC List 33:27 - 33:45 - Cash PBC List 33:46 - 34:05 - AR PBC List 34:06 - 34:44 - PPE PBC List 34:45 - 35:26 - Inventory PBC List 35:27 - 36:14 - Income statement PBC List 36:16 - 38:25 - Business Combination PBC List 38:26 - 39:22 - Final Summary 39:23 - 39:46 - Outro Visit my website https://www.bryancarretocpa.com/ Book a free coaching session with me. https://calendly.com/bryancarreto5/25-minute-coaching-call Message me Facebook https://www.facebook.com/bryan.carreto Learn Accounting on TikTok @bryancarretocpa Follow me on Instagram: @bryan_carreto ​ Bryan Carreto, CPA

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