Process
From first conversation to signed report
This page maps the stages of our flagship financial statement audit so finance teams know what to prepare and when decisions land.
- Engagement discussion. We learn your year-end, lender or group deadlines, prior auditor status, and known accounting issues. If independence is impaired, we stop here.
- Proposal and letter. Scope, fee, deposit, and fieldwork windows are written into an engagement letter. Peak season slots require the deposit to hold dates.
- Planning and request list. You receive a document request tailored to revenue, inventory, cash, and related parties. We schedule inventory observation if stock is material.
- Fieldwork. On-site or hybrid testing of balances, inquiries with process owners, and follow-up on exceptions. Open items are tracked daily with your finance lead.
- Draft discussion. Proposed adjustments and control observations are walked through before anything is finalized. Mild disagreements are normal; unresolved material items are documented.
- Report issuance. After remaining fees clear, we issue the auditor’s report and management letter. Working papers stay confidential under our retention policy.
Where this differs from a short review
Internal control reviews and inventory observation use a shorter path—kickoff, field days, memo—without a statutory opinion. Due diligence follows the deal calendar and data-room access rather than a fixed year-end close.