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Experienced team of certified field auditors who require less time to prepare
Field Audit of Accounts Receivable
BizWorth’s field audits for accounts receivable are conducted to verify the accuracy and completeness of recorded receivables. These audits ensure that the amounts owed to the organization match the financial records, identify potential discrepancies, and enhance the credibility of the organization's financial statements.
Field Audit of Inventory
BizWorth’s field audits of inventory assess the accuracy of recorded inventory by physically inspecting items, confirming their existence, and verifying their condition. The audit aims to prevent inventory misstatements, identify potential shrinkage, and ensure accurate financial reporting.
Field Audit of Physical Assets
BizWorth’s field audits of assets entail physically inspecting and verifying the existence, condition, and location of tangible assets, such as property, equipment, and vehicles. The audit aligns recorded assets with physical reality, reducing the risk of overstatement or understatement.
What we offer
Field Audit Report: BizWorth’s comprehensive field audit report is a detailed document that encapsulates the thorough assessment of any organization’s accounts receivable, assets and inventory. Conducted by our certified auditors, this report is designed to provide you with a comprehensive understanding of the audit process, findings, and actionable recommendations.Get Started
A typical field audit report provides a comprehensive overview of the audit process, findings, and recommendations. It serves as a formal document that communicates the results of the audit to the bank, organization's management, stakeholders, and relevant parties. While the exact contents may vary based on the scope of the audit and the organization's needs, below are the key features of a field audit report:
Field Audit Leadership Team
Experts in field audits and reporting
MBA, CVA, MAFF, CMEA
Ms. Darby is a founding member of BizWorth and has over 20 years of financial forensics, valuation and advisory experience, having started her career in valuation working for Fortune 50 companies in North America and Europe. She served on the Ethics & Oversight Board of The National Association of Certified Valuators and Analysts (NACVA) and was also the President of NACVA Houston State Chapter. Her certifications include Master Analyst in Financial Forensics (MAFF), Certified Machinery & Equipment Appraiser (CMEA) and Certified Valuation Analyst (CVA). She holds a bachelor’s degree in Finance from Baylor University and an MBA from Rice University.
MBA, CVA, MAFF
Mr. Donnel is a finance professional with over 20 years’ experience in financial forensics, business valuation, financial planning and analysis, investment appraisal and financial modeling. He started his career providing accounting services for litigation consulting, business valuation, and bankruptcy proceedings, then advanced his career to hold senior level director positions for Fortune 50 companies and investment banks. Mr. Donnel now leads the Advisory Practice at BizWorth focused on complex valuations, loss profit calculations, partner buy-outs and disputes. His certifications include Master Analyst in Financial Forensics (MAFF) and Certified Valuation Analyst (CVA). He holds a bachelor’s degree in economics and an MBA from Rice University.
Serves as the managing director of BizWorth. Shelia's valuation experience spans nearly 25 years. The focus of her recent work has been on litigation engagements. Shelia is an elected member of the Ethics & Oversight Board of NACVA. Shelia is a Certified Valuation Analyst (CVA), Certified Master Analyst in Financial Forensics (MAFF) and a Certified Machinery and Equipment Appraiser (CMEA). She holds a bachelor's degree in finance from Baylor University and an MBA from Rice University.
Leads the Valuation Advisory Practice focused on complex valuations, loss profit calculations, partner buy-outs and disputes. Jon has held senior-level director positions for Fortune 50 companies and investment banks. He is a Certified Valuation Analyst (CVA) and holds a bachelor’s degree in economics and an MBA from Rice University.
Leads BizWorth’s informational and certified business valuation practice. Robert is an officer of NACVA's Houston State Chapter and serves as the treasurer of Houston's Texas Association of Business Brokers. He is a Certified Valuation Analyst (CVA). Robert is a former Combat Engineer serving in Iraq for the U.S. Army and holds a bachelor's degree in finance from University of Houston.
Manages BizWorth's operations and strategic planning initiatives, report production and customer applications. Renee serves as the secretary of Houston's Texas Association of Business Brokers and was a former operations administrator with Accenture. She holds a bachelor’s degree from Texas Lutheran University.
Joseph (Joey) Wilson
Leads BizWorth's industry and market research initiatives. Joey was a former production analyst with Scotiabank. He holds a BBA and Master of Finance degrees from the University of Oklahoma.
Leads Pitch Book and CIM report production. Former management consultant with several Big 5 and Fortune 50 companies. Holds a bachelor’s degree in Business Administration from Baylor University and a Master of Science in Organizational Leadership from Northwestern University.
Leads financial analysis to support preparation of valuation reports and pitch books. Holds a Bachelor of Science in Economics from Texas A&M University.
Frequently asked questions
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