Engagement rhythm
How a financial audit moves through the calendar
Statutory audits do not arrive as a single intensive week. They unfold across planning, interim testing, year-end fieldwork, and reporting — timed to your production calendar and fiscal close.
View the flagship auditSequence
Four movements we schedule with every client
This rhythm is the custom page for our service model: independent audit and assessment work delivered on-site and by appointment, not as a remote product.
Movement I · Weeks 1–2
Scoping call & engagement letter
We confirm entities, locations of books, inventory sites, and prior auditor handover. You receive a fee quote, document request list (phase one), and a draft timeline tied to your year-end.
Movement II · Weeks 3–6
Planning & interim procedures
Risk assessment, materiality, walkthroughs of revenue and purchases, and early confirmation letters. For first-time audits, opening-balance work may run in parallel.
Movement III · Year-end window
Fieldwork & inventory observation
Teams arrive at your office and warehouses. We test cut-off, observe stock counts, and clear queries daily so the closing room is not ambushed in the final week.
Movement IV · Reporting
Draft discussion & signed opinion
We walk through proposed adjustments and the management letter, then issue the auditor’s report. Working papers remain with us; you keep the report pack and findings letter.
What you prepare
Before we open the binders
- Trial balance and general ledger export for the period under audit
- Fixed-asset register and depreciation schedules
- Bank statements and outstanding cheque lists
- Inventory listing by location and cut-off shipping logs
- Prior-year financial statements and tax filings, if available