We send a letter listing exactly what we will check, the fee, and the timeline. You confirm in writing that the plan fits what you need.

A CPA performs the agreed procedures on your records. If we have questions along the way, we ask you directly.

You send us the request from your funder, lender, or board. We go through it with you and work out what needs to be checked. If they gave us specific procedures, we follow them as written.

We send you a short checklist of the documents we need, so you know what to prepare.

We go over the results with you, then deliver the report showing what we checked and what we found.

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From engagement to final report — here's what to expect.

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