Process
How an engagement moves from inquiry to readiness note
This guide mirrors how we deliver financial audit of applications work: intake, desk review, findings, and optional revision check.
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Inquiry & scoping
You describe the application type, recipient, filing date, and approximate page count. We reply with a recommended engagement and a fee range. No work starts until you accept the estimate in writing.
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Intake package
You send the draft application, recipient checklist, management accounts, and source extracts. We confirm the review window and name a lead reviewer.
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Desk review
Figures, schedules, and annexes are examined for consistency and completeness. Questions go to your nominated contact rather than scattered threads.
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Findings memo
You receive severity-tagged findings, a correction list, and a readiness statement. A clarification call helps assign owners inside your team.
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Optional revision check
After corrections, a second pass confirms closed items before resubmission. Available within three months of the original engagement.
What you prepare
- Current form set or bank checklist
- Draft narrative and financial exhibits
- Source extracts matching schedule periods
- Known reconciling items already documented
What we do not do
- File the application with the bank or agency
- Replace your statutory auditor’s opinion
- Negotiate terms or award decisions
- Provide software access or product licenses
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