Engagement

Comprehensive Financial Application Audit

A full-package reading of one loan, grant, or credit application before it reaches the decision desk — with a written findings brief and exhibit checklist.

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Close review of stamped financial forms and a pen

Who this is for

Households, cooperatives, farms, and small Taiwan-based firms preparing a single high-stakes loan, grant, or credit filing who want an independent financial reading before submission.

What is included

  • Line-by-line reconciliation of income, expense, and liability schedules against supporting exhibits
  • Consistency check between narrative statements and numerical attachments
  • Written findings brief listing gaps, contradictions, and recommended replacements
  • One clarification call of up to 45 minutes after you receive the brief
  • Secure handling and return or destruction of copies per our retention note

What stays outside scope

  • Legal advice on contract wording or regulatory interpretation
  • Formal attestation or certified public accounting opinions
  • Negotiation with lenders, funders, or branch officers on your behalf
  • Preparation of original tax returns or bookkeeping ledgers

How the engagement runs

  1. 1

    Intake and scope lock

    You share the application type, deadline, and a contents list. We confirm which schedules sit inside the fee and which materials arrive later as optional addenda.

  2. 2

    Desk review

    Two reviewers read the package independently, mark discrepancies, and draft the findings brief with page references to your exhibits.

  3. 3

    Clarification call

    We walk through priority gaps, answer questions about missing proof, and note what can wait until a later amendment cycle.

  4. 4

    Close-out

    You receive the final brief and checklist. Copies are retained only for the period stated in our privacy notice, then securely destroyed.

Duration

Typically 7–12 business days from complete package receipt; shorter windows available when capacity allows.

Delivery

Remote document exchange with optional in-person handoff at our Nantou address by appointment.

Pricing basis

Quote-based from NT$18,000 for a standard single-facility consumer or SME package; larger multi-facility dossiers priced after intake.

Ready for a second reading before you file?

Send the application type, target institution, and your preferred review window. We reply with availability and a fee range.

Schedule a scoping call