Engagements

Ways we audit funding and credit applications

Every engagement is built around a real dossier stage: first submission, rushed schedule repair, clarification replies, or recurring advisor overflow.

Stack of organized paper files ready for review
Open ledger book with handwritten figures beside reading glasses

Full dossier audit

A line-by-line financial audit of a complete loan, grant, or credit application pack before it reaches the underwriter or grant officer.

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Desk with printed charts and a notebook during a financial review

Pre-submission spot check

A focused pass over the schedules most likely to trigger clarification letters — cash forecasts, collateral notes, and budget tables.

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Professional reviewing documents in an office setting

Clarification response review

Independent review of your draft answers when a bank or grant office returns the file with questions about figures or supporting exhibits.

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Two colleagues discussing papers across a meeting table

Advisor co-review retainer

Recurring desk capacity for accounting firms and corporate advisors who need a steady second read on client application packs.

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Unsure which engagement fits?

Describe the lender or grantor, pack length, and deadline. We will recommend a scope before quoting.

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