Process
The rhythm of an audit engagement
Financial auditing here follows a deliberate sequence. This page is for finance teams and boards who want to know what happens between the first call and the signed opinion.
Inquiry & independence
We review your entity structure, prior auditors, and any bookkeeping relationships that would impair independence. If we cannot accept the engagement, we say so before a letter is drafted.
Engagement letter
Scope, fees, fieldwork windows, and report use are written down. A planning deposit is invoiced on acceptance. Changes in entity count after signing require a revised letter.
Planning & materiality
We meet your finance lead, set materiality, identify significant accounts, and request the schedule pack — trial balance, bank lists, inventory locations, and board minutes.
Fieldwork
Testing of balances, cut-off, and disclosures. Inventory observation when stock is material. Confirmations mailed early enough to catch holiday delays.
Exit conference & report
Draft adjustments and the management letter are discussed before the opinion is finalized. The signed report follows once open items are cleared.
What we ask you to prepare
Clean reconciliations beat last-minute spreadsheet archaeology. Have bank statements, inventory listings with locations, related-party contracts, and prior-year files ready before fieldwork week. If opening balances are incomplete, consider our first-year support engagement before the statutory clock starts.
