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Seeking organization from chaos

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Question: I work in the audit department of an accounting firm. We've recently undergone many changes, and now I'm responsible for all aspects of audit administration, from typing to copying, binding, invoicing, shipping and keeping track of audit status on all audit clients.

Since we didn't have someone already doing everything, I have no set procedures in place on how to do things. I like to be organized and efficient, and I'm trying to create a tracking system to keep track of all audit clients, from engagement letter to completion. Could anyone help me with these three things?

  1. General procedures for audit administration or audit secretary.
  2. Audit-tracking system or template.
  3. Contacts for assistance, such as Web sites, books, seminars, training, etc.

-- Diana


I'd like to suggest you obtain "Microsoft Project". It's a great program for any type of tracking. Skillpaths conducts various seminars for this program. Personally, I prefer to use Excel for all my tracking. I am the sole admin assistant for a ceramic bearing manufacturer, and I work with 10 guys, technicians and scientists. I track all orders, schedules, vacation, personal and sick days for all employees, hours expended on specific jobs, etc. and thanks to Excel I have developed an excellent system.

Skillpath offers lots of literature, CDs, and seminars for most trades. Go into their web page at www.skillpath.com, and search through their website for information. There is also Career Path and Fred Pryor semimars. There is lots of stuff out there, just have to do the research.

Good Luck
Millie Moscoso

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