How an Engagement Runs
Five stages, from first meeting to follow-up.
Understand
We meet your team to understand your organisation, operations and expectations. We review the terms of reference, agree scope, timelines, team and fees, and confirm everything in an engagement letter.
Plan
We assess risks, set materiality and design the procedures we will perform. You receive a tailored document request list well before fieldwork starts, so there are no surprises.
Fieldwork
We test transactions, balances and controls at your office and, where needed, at field locations. We raise queries as we go, rather than saving them all for the end.
Discuss Findings
We share draft findings with management, discuss each one and record your responses. Nothing is finalised until you have had the chance to comment.
Report & Follow Up
We issue the final report and management letter, present results to the board or donor if required, and help you track progress on recommendations afterwards.
What You Can Expect From Us
Working with auditors and advisers should be straightforward. Here is what we commit to on every engagement.
What a Management Letter Shows You
- High Priority
- Medium Priority
- Low Priority
- Control Gaps Found
- After Recommendations
Illustrative example only.
- A Named Engagement LeadOne senior person responsible for your engagement and available to you throughout.
- A Written TimetableKey dates for planning, fieldwork, draft and final reports agreed at the start.
- One Document Request ListA single, tailored list sent well before fieldwork, not repeated requests.
- No SurprisesSignificant issues raised with you as soon as we find them.
- Fair Opportunity to RespondEvery finding discussed with management before the report is final.
- Fixed, Agreed FeesFees confirmed in the engagement letter, with no unexpected charges.
Ready to Talk About Your Needs?
Send us your terms of reference or a short description of what you need, and we’ll reply with a proposal and fee estimate.