Audit engagement
Board Pack Finance Review
An independent challenge of the finance section in your board pack — balances, variance stories, and risk footnotes — before directors meet.
Who this engagement serves
CFOs and company secretaries at fintech firms who want a second set of eyes on board finance pages before a scheduled meeting.
Result you can expect
Annotated comments on unclear variance explanations, missing reconciliations, and risk footnotes that directors are likely to probe.
Scope
One board cycle’s finance pack and supporting schedules for a single entity or a defined consolidation perimeter.
What is included
Designed for the week before directors open the pack.
- Line-by-line challenge of finance pages and appendices
- List of clarifying questions directors may raise
- Suggested wording fixes that preserve your voice
- Brief call with the finance owner before the meeting
What is not included
This is not a full audit of the period.
- Attending the board meeting as an advisor unless separately engaged
- Rewriting the entire pack from scratch
- Investor roadshow materials outside the board pack
How the review proceeds
Tight calendar, clear handoffs.
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1
Pack receipt
You send the near-final pack and supporting schedules.
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2
Challenge pass
We mark unclear links between narrative and numbers.
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3
Clarifying list
You receive questions and suggested fixes.
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4
Pre-board call
We walk the finance owner through likely probes.
Preparation we ask of you
Provide the pack at least six business days before the meeting for the standard fee.
Constraints to note
Packs delivered inside three business days may receive a narrower comment set.
Ready to brief the engagement?
Share your product lines, ledger cut-off date, and any regulator correspondence already in hand. We will confirm fit and fee range before work begins.
Send a briefing note