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The engagement path

A predictable sequence from first call to clearance — designed for subsidiary consolidation audits, not generic consulting projects.

  1. Enquiry and entity map

    You share subsidiary count, jurisdictions, reporting framework, and target close date. We confirm whether a full consolidation audit, elimination review, or readiness assessment fits the calendar.

  2. Scoping meeting

    We walk the ownership chart, prior-year issues, and component auditor landscape. Materiality ranges and likely fieldwork locations are discussed before any letter is signed.

  3. Engagement letter and plan

    Scope, fee, retainer, timetable, and deliverable type (opinion or findings) are written down. Group instructions are drafted when component auditors are in the picture.

  4. Fieldwork

    Elimination tests, equity roll-forwards, FX tie-outs, and component pack reviews run against your close calendar. Significant findings are raised as they appear — not saved for a surprise at the end.

  5. Clearance and issuance

    A clearance meeting reviews open points. The opinion or findings letter is issued once agreed adjustments are posted or documented as unadjusted.

What we need from you

Draft consolidations, entity trial balances, intercompany matrices, FX sources, and access to finance contacts at material subsidiaries. Delayed packs are the most common cause of calendar slip.

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