RMAI Certified Receivables Management Program Authorized Audit Providers perform third-party compliance audits for businesses applying for and renewing their Certified Receivables Business (CRB) and Certified Receivables Vendor (CRV) designation. This Q&A with Authorized Audit Provider, Pro Forma Inc gives current and future CRBs and CRVs insight into the compliance audit process.
Pro Forma
Atlanta, GA 31145
Website: http://www.proformainc.net
Contact: Daniel Schindler
Email: daniel.schindler@proformainc.net
Visit the following links to find a Certified Business, Certified Individual, and the Certification webpage.
How long have you been an RMAI Authorized Audit Provider?
3+ years
What type of business are you in?
Pro Forma, Inc. was founded to provide audit and compliance solutions for the financial services industry. Additional services include managing SOC2 audits, supervising the relationship between the auditee’s IT staff and the examining CPA firm.
Approximately how many Certification Compliance Audits have you completed?
10 RMAI certification audits completed to date, inclusive of debt buyer, agency and vendor audits.
I also perform non-certification audits for debt buyers of their agencies and law firms, many of which utilize the RMAI certification standards framework.
What would you like prospective audit clients to know about your audit services?
Many years’ experience in working for and with creditors and debt buyers. I am thorough and conscientious in my work, and I look forward to completing another successful RMAI certification audit for you.
What advice or tips do you have for Certified Receivables Businesses approaching a Certification Compliance Audit?
Document, document, document.
What are some common deficiencies you see in typical audits?
Outdated procedures, licenses and insurance coverage show up more often than one might expect.
What is the average time to complete a Certification Compliance Audit?
Two months.