Full Application Financial Audit

Who this is for

Owners, finance leads, and advisors preparing bank credit applications, government subsidy filings, or investor information packs who need an independent check of the numbers and attachments before the package leaves the office.

What you receive

You receive a written findings memo, a prioritized correction list, and a readiness note you can share with your filing team or lender contact.

• Line-by-line review of primary financial statements included in the application
• Cross-check of supporting schedules against source ledgers or statements provided
• Assessment of completeness against the stated filing checklist
• Written findings memo with severity tags and suggested corrections
• One clarification call after delivery (up to 45 minutes)

Outside this engagement

• Preparation of the original application narrative or business plan
• Formal attestation letters to third parties unless separately scoped
• Tax filing or statutory financial statement audits
• Ongoing bookkeeping or payroll work

How the work proceeds

1. Intake & checklist

   We confirm the application type, filing window, and document set. You receive a short intake list tailored to that route.

2. Desk review

   Our reviewers examine figures, schedules, and attachments against internal consistency and the stated requirements.

3. Findings & readiness note

   You receive a memo with corrections ranked by filing risk, plus a clear statement of remaining open items.

4. Clarification call

   We walk through the memo so your team can assign owners and close gaps before submission.