1. Scoping conversation
We confirm entities, period end, reporting framework, and who will use the report. You receive a draft fee range and a preliminary request list before any letter is signed.
Process
From first call to signed opinion
A clear path for statutory audits and related engagements — so your team knows what happens each week.
2. Engagement letter
Scope, responsibilities, fee basis, and timing are written down. Work does not start until both sides sign. Deposits, if any, are stated here — never sprung mid-fieldwork.
3. Planning & risk assessment
Materiality, significant accounts, and sampling approach are set. We walk through last year’s adjustments and any known control weaknesses so testing time lands where risk sits.
4. Fieldwork
Testing of balances, walkthroughs, and inventory observation when stock is material. Queries arrive in curated batches. Open items are tracked in a shared list your controller can clear daily.
5. Reporting & close
Draft findings, clearance meeting, final opinion, and management letter. Working papers stay with us; you keep copies of issued reports and any schedules we helped finalize.
What we need from your side
- A named liaison who can unlock ledgers and warehouse access
- Trial balance and major schedules within the agreed week
- Honest flagging of known disputes, lawsuits, or related-party deals
- Quiet space for the team when we are on site
What slows an engagement
- Incomplete bank reconciliations at kickoff
- Inventory counts scheduled without warehouse supervisors present
- Changing the consolidation perimeter mid-fieldwork
- Waiting until the last week to chase customer confirmations
Start with an estimate
If this process matches what you need for the coming period, send us your entity map and deadline.
Request an estimate