Scoping call
We confirm entities, year-end date, reporting framework, inventory locations, and any lender or board deadline. You leave with a draft fee range and a list of documents needed before planning.
Process
The path from first call to signed opinion
Financial auditing is a sequence of decisions. This page shows what happens at each stage so your finance team knows when to free people for counts, confirmations, and query clearing.
Engagement letter
Responsibilities, independence confirmations, fee, deposit, and timeline sit in writing. Work does not start until both sides sign.
Planning & document request
Materiality, risk assessment, and a dated request list covering ledgers, contracts, bank details, and count instructions. Early drops shorten fieldwork.
Fieldwork
Walkthroughs, sampling, confirmations, and inventory observation. Queries live in one tracker with owners and due dates — not scattered email threads.
Clearing & draft report
Outstanding items are closed or reflected in the draft opinion and management letter. You review wording before anything goes to the board.
Exit meeting & final opinion
Findings are walked through with named owners. The signed report and letter follow once subsequent events procedures are complete.
Ready to place your year-end on the calendar?
Browse engagement types or send your year-end date and entity list — we will propose a fieldwork window.
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