Get your portfolio ready for an audit

Bring finance and facilities onto the same page. Use this three-page workbook to assign document owners, separate initial requirements from later requests and prepare the questions that matter for your properties.

Fillable PDF fields and printable tick boxes
Document owners, reporting periods and missing-record notes
A portfolio edition and six property-specific editions

Choose your property editionRead the preparation guidance without a form ↓

Preview of page one of the AssetMax preparation workbook

Actual workbook preview · 3 pages · US Letter

A working document for your team

Use it in a planning meeting, save a completed copy and share it internally. Your answers remain in your PDF; this website does not collect them.

1
Prepare the first conversation
Portfolio scope, priorities, engagement and twelve-month Accounts Payable readiness.
2
Assign the later records
Document tick boxes, owners, reporting periods and gaps across utilities, insurance and buildings.
3
Plan around your operations
Four questions specific to your property type, plus the next action, owner and date.

For fillable fields, download the file and open it in a current PDF reader. Save your working copy before closing. Printing and completing it by hand works too.

Know what to gather, and when

You can inquire without financial attachments. The actual audit begins through the engagement process; the later document requests follow the OpX findings.

Initially: engagement and Accounts Payable

Accept the applicable engagement documents and provide twelve months of Accounts Payable reports. Confirm the period, entities and property mapping with the team. Discuss the export format and missing information before submitting.

Later: records requested after OpX findings

Electric, gas, water and sewer recordsAt least 24 months of bills and account information, as applicable.
Utility Letter of AuthorizationSigned authorization requested through the agreed engagement process.
Current insurance policies and declarationsIdentify the policy period and the responsible insurance contact.
Schedule of values and five-year loss runsDiscuss gaps or unavailable records with the team.
Available building and equipment recordsPlans, equipment schedules, benchmarking and compliance filings, where available.
On-site management contactIdentify who can coordinate access and operating requirements.

GreenStreet will confirm how to securely send records after the engagement is agreed. Do not submit confidential reports through the public inquiry form. A resource request does not accept an engagement or start an audit.

Questions for portfolio overview

Where is the financial picture fragmented?

Different entities, accounting systems, suppliers or reporting periods.

Which renewals or projects are approaching?

Record a decision date and who owns it; do not assume contracts can be ended early.

Which properties should be discussed first?

Consider available records, known concerns and planned improvements.

Who needs to approve the next step?

Finance, asset management, facilities, procurement or ownership.

Partner case study / AssetMax Specialist Network

See what a prepared review can uncover

AssetMax Specialist Network operating-cost partner’s resort project began with understanding expenditure and supplier relationships across the properties.

Request an AssetMax Audit Read the case study

Breckenridge Grand Vacations$100K+

cost improvement within 12 months

Explore the result