Engagement
Interim Review & Year-End Readiness
Mid-year walkthrough of closing routines, reconciling accounts, and disclosure drafts so year-end audit fieldwork starts without surprises.
An interim review is useful when last year’s auditors flagged cut-off issues, incomplete schedules, or late board packs. We sit with your closing team, test a sample of reconciliations, and leave you with a practical memo — not a lecture on abstract control frameworks.
Who it is for
Controllers preparing for a first audit or recovering from a difficult prior year
Duration
2–4 weeks
How we deliver
Combination of office visits and scheduled remote sessions
Fee basis
Day-rate package based on entity complexity
What is included
- Review of closing checklist and account reconciliations
- Spot checks on revenue cut-off and accrued expenses
- Written readiness memo for management
What is not included
- Issuance of a statutory audit opinion
- Full restatement of prior periods
How the engagement runs
-
Document intake
We request interim trial balances and known problem accounts.
-
Walkthroughs
Finance staff walk us through how invoices, payroll, and inventory movements enter the ledger.
-
Readiness memo
You receive a prioritized list of fixes before year-end close begins.
Preparation
Share the latest management accounts and any open auditor comments from the prior year.
Constraints
This engagement does not replace a statutory audit.
Next step
Ask us to schedule a readiness window before your next close.