Workflow template / Review & delivery

Review & approval checklist

Prepare a clearer handoff from accounting work received to internal review, client approval and a record of the decision.

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Use the checklist as a process planning tool. Adapt the steps to the client, engagement and your practice’s policies. Download an editable copy for Excel (CSV) or print a working copy for your team.

Confirm the work is ready for reviewCheck the supporting information and identify any unresolved questions.Assign the reviewerMake the review responsibility and expected next milestone clear.Record and resolve review pointsKeep questions with the relevant information and note how they were addressed.Define the client decisionExplain exactly what is being approved and distinguish any signature requirement.Send the relevant materialGive the client the supporting information and a consistent route to respond.Connect the completed decisionKeep the approval or signature record with the work under your practice’s policies.Close the handoffConfirm completion, communicate the next step and retain the work history.

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Review & approval checklist

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