How we work
The path of a typical year-end audit engagement — so finance teams know what to prepare and when questions arrive.
- Intake and conflict check. We collect entity details, prior auditor contacts, and related-party lists. If independence is impaired, we say so before drafting a letter.
- Engagement letter and fee. Scope, deliverable dates, deposit, and fieldwork locations are written down. Boards see the calendar against their meeting date.
- Planning and materiality. We agree materiality, identify significant accounts, and request the draft trial balance and schedule folder.
- Fieldwork. Teams work on-site in Greater Taipei or through a hybrid document room. Bank confirmations go out early; inventory counts are observed when stock is material.
- Closing meeting. Draft findings and disclosure comments are discussed with management before the report is finalized.
- Report and management letter. The auditor’s report and letter are issued; working papers stay in the engagement file under our retention policy.
What we ask you to prepare
- Draft financial statements and trial balance
- Bank account list including dormant and foreign-currency accounts
- Inventory count instructions and location map
- Major contracts for leases, loans, and related parties
- Access to general ledger detail for sampled accounts
Ready to schedule?
Browse engagement types or send your year-end date and revenue band for a fee range.