Process
From contents list to findings brief
This page maps how a typical financial application audit runs at our desk. Use it to plan your own sorting nights before you write to us.
-
1
Scoping note
You send the application type (loan, grant, or credit), target institution if known, approximate page count, language of exhibits, and filing deadline. We reply with availability and a fee range.
-
2
Scope lock and custody
We confirm which schedules sit inside the engagement, how files will be transferred, and how long copies are retained. Work does not begin until you accept the written scope.
-
3
Independent desk reading
For comprehensive audits, two reviewers read the package. We mark contradictions between narratives and figures, missing exhibits, and arithmetic drift — always with page references.
-
4
Findings brief and call
You receive a written brief and exhibit checklist, then a clarification call of up to 45 minutes. Priority gaps come first; optional improvements are labelled separately.
-
5
Your revision window
You rebuild the flagged pages. A consistency check on revised sections is available as a separate engagement if the branch or funder returns the file.
What you prepare
- A contents list of forms and annexes
- Clear scans or orderly paper copies
- Notes on any pages already returned by a branch
- Your hard deadline, including internal buffer
What we never claim
- That a filing will be approved
- That our brief replaces legal or CPA opinions
- That we will negotiate with the decision desk for you
See engagements or ask for a range
If the process fits how you prepare packages, browse engagements or send a short scoping note.