Review map
The path a file takes across our desk
Tied to our audit engagements: every full file review follows these stages so you know when documents freeze, when findings arrive, and when the clarification call happens.
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1. Inquiry & scoping
You describe the facility, page count, and filing date. We confirm which engagement fits — full audit, completeness check, cash-flow reconciliation, or committee briefing — and send a fee note.
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2. Intake folder
Draft narrative, lender checklist, native workbooks, and an owner list for annexes. We acknowledge receipt and set the freeze date for the version we will mark.
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3. Structured reading
Narrative and numbers are read together. Critical gaps are listed first; optional strengthening notes stay in a separate band so rehearsal time is not wasted.
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4. Findings delivery
You receive the memo or annotated schedules. For full audits, a clarification call is included to walk the highest-priority items.
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5. Your revision window
You correct the file on your side. We do not re-audit automatically; a short re-check of critical items can be scoped if the filing date allows.
Ready to place a file on the map?
Browse engagements or send the pack outline directly.