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Content provided by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Turning Audit Lessons Into Firm-Wide Improvements

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Manage episode 519242091 series 3663112
Content provided by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sam explains how audit firms can break the cycle of repeated mistakes by systematically capturing lessons learned and turning them into actionable improvements. The conversation covers everything from individual preparers documenting their own review comments to firm-wide post-engagement debriefs that identify patterns and drive changes to templates, checklists, and procedures. By building a culture where every audit strengthens the firm, teams can reduce wasted hours, improve quality, and create a less stressful work environment.

  • (00:07) - Turning Audit Pain Points into Progress
  • (00:29) - Learning from Review Comments
  • (03:16) - Documenting Lessons Learned
  • (04:02) - Post-Engagement Debriefs
  • (06:34) - Creating a Lessons Learned Log
  • (07:59) - Using OneNote for Better Organization
  • (09:15) - Implementing Changes and Improvements
  • (16:43) - Training and Team Buy-In
  • (24:04) - Building a Learning Culture

Learn more at https://mansouradvisory.com/

Connect with Sam
https://www.linkedin.com/in/sam-mansour-cpa-2a755b271

Connect with Abdullah
https://www.linkedin.com/in/abdullah-mansour-454959108

Earn CPE for Listening to This Podcast
https://www.earmark.app/

This podcast is a production of the Earmark Media

  continue reading

10 episodes

Artwork
iconShare
 
Manage episode 519242091 series 3663112
Content provided by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Earmark Media, Sam Mansour, CPA, and Abdullah Mansour or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Sam explains how audit firms can break the cycle of repeated mistakes by systematically capturing lessons learned and turning them into actionable improvements. The conversation covers everything from individual preparers documenting their own review comments to firm-wide post-engagement debriefs that identify patterns and drive changes to templates, checklists, and procedures. By building a culture where every audit strengthens the firm, teams can reduce wasted hours, improve quality, and create a less stressful work environment.

  • (00:07) - Turning Audit Pain Points into Progress
  • (00:29) - Learning from Review Comments
  • (03:16) - Documenting Lessons Learned
  • (04:02) - Post-Engagement Debriefs
  • (06:34) - Creating a Lessons Learned Log
  • (07:59) - Using OneNote for Better Organization
  • (09:15) - Implementing Changes and Improvements
  • (16:43) - Training and Team Buy-In
  • (24:04) - Building a Learning Culture

Learn more at https://mansouradvisory.com/

Connect with Sam
https://www.linkedin.com/in/sam-mansour-cpa-2a755b271

Connect with Abdullah
https://www.linkedin.com/in/abdullah-mansour-454959108

Earn CPE for Listening to This Podcast
https://www.earmark.app/

This podcast is a production of the Earmark Media

  continue reading

10 episodes

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