"Prepare a savings-audit export your bookkeeper can review"
"Source","https://bluefinchadvisors.com/blog/savings-audit-export-comparison-accountant-review"
"Basis","User-entered planning records. Filled fields do not establish completion, approval or compliance."

"Scenario name and period","Evidence reference","Specific review question","Assigned reviewer","Open or resolved","Documented answer","Missing required fields"
"October software comparison","Written proposal reference","Is migration cost complete?","Owner and provider","Open","Awaiting quote","None"

"Use this worksheet"
"Use internal references rather than sensitive account information."
"Label estimates, actual records and unresolved questions separately."
"Keep the original scenario and later observed results distinguishable."

"Sources"
"BlueFinch: Savings Audit methodology","https://bluefinchadvisors.com/tools/small-business-savings-audit"
"IRS: business recordkeeping","https://www.irs.gov/businesses/small-businesses-self-employed/recordkeeping"