Rehearse a Reporting Handoff Before the Primary Preparer Is Away

By Don McClain | Founder & Principal, Medro Advisors. Extend Fasty’s October 22 reporting-readiness review with a backup exercise using a closed historical period. Have the designated backup locate the approved source records, reproduce the required report and identify differences for review. Record access or knowledge gaps without sharing passwords or submitting an unapproved report. Agree who checks corrections and which version becomes final. The exercise should follow the actual arrangement’s requirements, not an invented reporting schedule. Discuss readiness at https://fastyfunding.com/#lead-inquiry

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