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The impact of auditors creating flowcharts on auditors’ understanding of the flow of transactions and internal control evaluation

Rebecca R. Perols (School of Accountancy, Fowler College of Business, San Diego State University, San Diego, California, USA)
Johan L. Perols (Department of Accountancy, Knauss School of Business, University of San Diego, San Diego, California, USA)

Managerial Auditing Journal

ISSN: 0268-6902

Article publication date: 26 September 2024

Issue publication date: 18 November 2024

89

Abstract

Purpose

Motivated by the importance of gaining an understanding of the flow of transactions when assessing the effectiveness of internal controls for Sarbanes–Oxley Act (SOX) compliance, concerns raised by the Public Company Accounting Oversight Board (PCAOB) of audit firm deficiencies in these areas and auditors’ use of both narratives and flowcharts to document the flow of transactions, this article aims to examine the impact of auditors creating flowcharts versus narratives on auditors’ transaction flow understanding and internal control evaluation performance.

Design/methodology/approach

This paper conducts a between-participants experiment examining auditor-created flowcharts versus narratives and different levels of documentation quality on auditors’ understanding of the flow of transactions and internal control evaluation performance.

Findings

This paper finds that auditors who create flowcharts gain a better understanding of the clients’ transaction flow and perform better on internal control evaluations than auditors who create narratives. Process results from a moderated-mediation model also show a moderating effect of quality and mediating effect of understanding.

Practical implications

These findings inform PCAOB policy decisions and inspection efforts and audit firms’ quality and process improvement efforts by providing initial support for having auditors create flowcharts to improve their understanding of the flow of transactions and internal control evaluation performance.

Originality/value

To the best of the authors’ knowledge, this is the first study to examine the effect of auditor-created flowcharts compared to narratives on auditors’ understanding of the flow of transactions and internal control evaluation performance.

Keywords

Acknowledgements

The authors thank Uday Murthy, Patrick Wheeler and Lisa Gaynor for valuable comments and suggestions. The authors also thank research workshop participants at the University of South Florida and audience participants at the Florida Accounting Behavioral Research Symposium for helpful comments on an early version of this paper. The authors gratefully acknowledge the comments and suggestions from the anonymous reviewers and James Bierstaker (associate editor).

Citation

Perols, R.R. and Perols, J.L. (2024), "The impact of auditors creating flowcharts on auditors’ understanding of the flow of transactions and internal control evaluation", Managerial Auditing Journal, Vol. 39 No. 7, pp. 779-798. https://doi.org/10.1108/MAJ-10-2023-4094

Publisher

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Emerald Publishing Limited

Copyright © 2024, Emerald Publishing Limited

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