Desk with ledgers, pens, and audit working papers

Our flagship engagement—the statutory financial statement audit—moves through five stages. Supporting reviews (controls, diligence, tax positions) borrow the same discipline with a narrower scope.

Flagship engagement detail

  1. Scoping conversation

    We learn entity structure, prior auditor status, close dates, and locations that need inventory observation. Independence is confirmed before any engagement letter is drafted.

  2. Planning & risk assessment

    The team builds an audit plan around material accounts, revenue streams, and known related-party activity. You receive a request list timed to interim and year-end windows.

  3. Fieldwork

    Interim testing may cover controls and early substantive samples. Year-end work includes balance testing, cut-off, and inventory counts where stock is material. Queries are logged daily so clearing does not pile up on the final afternoon.

  4. Findings discussion

    Draft adjusting entries and control observations are walked through with finance leadership before the report is finalized. Disagreements are documented; surprises are avoided where evidence allows.

  5. Report issuance

    The auditor’s report and management letter are issued after clearing is complete. Board packs can include a short verbal briefing if requested in the engagement letter.

What you prepare

Trial balance, reconciliations, inventory listings, bank confirmations, and contracts for material revenue or leases. First-year audits also need opening balance support.

What we bring

A named engagement partner, a fieldwork schedule, and written communication of findings. We do not prepare the books we examine.