Worried about your next internal audit?

Prepare to take control

… and erase the stress

Are you a bank professional worried about your next operations or compliance audit?

Are you unprepared?

That can hurt you in many ways.

Being unprepared usually leads to:

  • Findings

  • Pressure

  • Disruptions

  • Misunderstandings

On the flip side, being prepared will reduce findings, pressure, disruptions, and frustrating misunderstandings - which significantly reduces audit stress.

Being prepared is not a 'nice to have’.

It's a must to avoid serious audit pain.

How do I know?

Since 2005, I've been both an auditor and an auditee.

As an auditor, I:

  • Sharpened my audit skills in state govt. and the financial services industry

  • Audited multi-billion dollar revenue business units in the 5th largest bank in the U.S.

  • Led audit teams while developing positive relationships with auditees

As an auditee, I:

  • Was the "go-to" consultant for audit preparation

  • Became a trusted advisor during tense conversations with auditors

  • Helped auditees avoid costly findings by challenging flawed audit conclusions

But I also know how it feels to be unprepared:

  • Frustration over misunderstandings

  • Stress over missing documentation

  • Anxiety answering audit questions

  • Pressure from management

  • Worry over control gaps

  • Fear of audit findings

That can take a heavy toll on your mental health.

That’s why I’m here - to help you avoid that pain.

So, what if you could erase audit stress?

Not bad, right?

  • Ready to ditch the findings?

  • Ready to erase the pressure?

  • Ready to minimize the disruptions?

  • Ready to stop frustrating misunderstandings?

Let’s get started!

The Complete Auditee Checklist

Navigate your internal audit with confidence! This game-changing checklist is the tool you need to shield you from the management heat, reduce findings, minimize disruptions, and avoid misunderstandings.

It has everything your auditors will focus on - business objectives, business processes, operating procedures, process flows, policy governance and adherence, risk assessment, internal controls and evidence, and reporting activities. You get it all.

60-Minute 1-On-1 Audit Coaching

Need help with a current audit? Need help preparing for an upcoming audit? Let’s chat. You get valuable insights and practical guidance that you can implement immediately, leaving you ready to tackle your audit with confidence.

90-Minute Group Audit Coaching

Bring colleagues or join others who want coaching in a group setting. This session seats up to 5 individuals. Each gets the same valuable insights and practical guidance that I provide during 1-on-1 coaching.

Coaching Program

  • You get The Complete Auditee Checklist, which is loaded with guidance that will get you well-prepared for an internal audit.

  • You get additional resources if you need more guidance on checklist topics.

  • You get direct access to me through MS Teams so your questions and concerns get addressed promptly.

  • You get written feedback & edits for up to 3 of your live risk assessments, control inventories, policies, operating procedures, or process diagrams.

    You get two live 1-on-1s to cover your questions and concerns live (1 hour each).