How we work
The path from enquiry to signed opinion
Financial auditing follows a rhythm: understand the company, plan around risk, gather evidence, and clear findings before the report leaves the studio. This page maps that path for first-time and returning clients.
Review the flagship audit
Engagement stages
Six stages you can expect
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Enquiry & scoping
You share industry, year-end, entities, and whether a statutory opinion or special-purpose report is required. We reply with a fee range and draft timeline.
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Engagement letter
Independence checks, materiality approach, responsibilities of management and auditor, and fee terms are confirmed in writing before fieldwork begins.
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Planning & interim work
We walk revenue, purchasing, and payroll cycles; identify related parties; and schedule inventory observations and bank confirmations.
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Year-end fieldwork
Teams test material balances, inspect shipping cut-off, observe stock, and follow up outstanding confirmations from your banks and customers.
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Clearance meeting
Findings are discussed with numbers attached. Management decides on adjustments; we finalise the management letter.
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Signed report
The auditor’s report is issued for lender, shareholder, or filing use, with the engagement file retained under our retention policy.
What we ask of you
Documents that keep the calendar honest
A complete trial balance, bank reconciliations, inventory listings with locations, contracts for material sales and leases, and a related-party register. Naming a single finance contact for document requests prevents duplicate chases across departments.
If books are still open two weeks before fieldwork, tell us. We can shift to close readiness coaching or re-sequence interim procedures rather than arriving to an unfinished ledger.
Begin
Start with an estimate
We will outline which engagement fits—full independent audit, control review, special-purpose examination, or close readiness—before any letter is signed.