Scoping call
Sixty to ninety minutes on billing models, entities, currencies, and the reporting or audit date that matters. We leave with a draft sample size and a yes/no on fit.
How we work
From scoping call to findings memo
Recognition work fails when document requests sprawl or workshops arrive without numbers. This sequence keeps both sides honest about timing and evidence.
Engagement letter and deposit
You receive a letter stating scope, exclusions, fee, and timeline. A 40% deposit holds the kickoff week on our calendar.
Document pack
Contracts, invoices, credit notes, and the deferred revenue roll-forward for the review period. Incomplete packs pause the clock — we say so in writing.
Desk review
We map performance obligations, test the sample, and draft proposed journals. Questions go to your nominated contact in short batches, not endless threads.
Findings workshop
A working session with your finance lead to walk through each material finding, agree wording, and decide what to adjust now versus monitor.
Final memo
You keep a dated summary with prioritised items, disclosure notes where relevant, and a clean trail for auditors or regional reporting.
What you prepare
Nominate one contact who can answer billing exceptions. Export the deferred schedule in a format your team already trusts. Flag known oddities — terminated packs, multi-year prepayments, unusual credits — before we start sampling.
What we will not do in this sequence
We do not issue assurance opinions, reconfigure billing software, or negotiate with your customers. Those sit with other advisers or your internal teams.
See the flagship review in detail
Or send a scoping enquiry if you already know your reporting deadline.
Review inclusions Enquire