Engagement process
A clear path from your first estimate request to the dated auditor’s report — so closing calendars stay predictable.
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Intake & estimate
You share year-end date, entity type, locations, and who will rely on the opinion. We reply within two business days with scoping questions and a fee range.
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Engagement letter
Scope, responsibilities, independence confirmations, and timing are set in writing before fieldwork begins.
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Planning & PBC list
We set materiality, identify significant risks, and send a prepared-by-client list naming the schedules and reconciliations we need.
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Fieldwork
Sampling, confirmations, inventory observation, and interviews. Findings are raised as they appear — not saved for a surprise at the end.
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Reporting
Draft findings memo, management representation letter, and final auditor’s report. We coordinate sign-off with your filing or lender timetable.
What we need from your side
A single finance contact, access to the general ledger and inventory system reports, and timely responses on related-party and estimate questions. Delays in confirmations are the most common reason opinions slip — we start those early.