Engagement

Pre-Audit Readiness Review

A focused review of closing packages, reconciliations, and disclosure drafts before the formal audit begins — useful when a first-time audit or a change of auditor is on the calendar.

Stack of reconciliation schedules and ledger printouts

A readiness review helps management see where the closing package may slow an auditor down: incomplete bank reconciliations, missing related-party listings, or notes that still contradict the trial balance. We walk through the draft statements and supporting binders, then leave a prioritized punch list.

This engagement does not result in an audit opinion. It is preparatory work so that a later statutory audit — by us or another firm — starts with fewer avoidable queries. Typical duration is one to three weeks, delivered partly on-site at the finance office.

Ready to discuss your next reporting period?

Share your entity type, year-end date, and any known constraints. We will outline a realistic engagement path.

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