How we work
A clear path from first call to signed report so your accounting team knows when we need the trial balance, the warehouse floor, and the board’s calendar.
Enquiry & independence check
You describe the entity, reporting framework, and deadline. We check for conflicts, prior relationships, and whether the timetable is realistic given book readiness.
Scoped estimate & acceptance
We send a fee range or fixed quote with assumptions, then an engagement letter covering responsibilities, deliverables, and access to records.
Planning & risk assessment
Materiality, significant risks, and walkthroughs of revenue, purchases, inventory, and payroll. You receive a document request list organised by cycle.
Interim procedures (when useful)
For recurring clients we may test controls or roll forward balances before year-end so January fieldwork stays focused on closing entries and cut-off.
Year-end fieldwork
Sample testing, confirmations, inventory observation, and follow-up on exceptions. Issues are raised during the week they appear, not only at the end.
Review, report & closing meeting
Partner review, draft auditor’s report, proposed adjustments, and a management letter. We meet management — and the board when invited — to walk through findings.
What we need from you
A named liaison who can answer questions within one business day during fieldwork. Access to the general ledger, bank portals for confirmation authorisations, and warehouse coordination for stocktakes. Prior-year files help when a predecessor auditor is involved.
If the books are still open when fieldwork was meant to start, tell us early. We would rather reschedule than burn hours waiting on unfinished reconciliations.
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