Accepting the engagement
Agree scope, responsibilities, deliverables and key dates with the client in writing. Assess competence, resources and conflicts first. For an independent review, separately consider whether previous advisory work could affect objectivity.
Establishing the evidence
Check the applicable official references and versions against the licence type and activities. Record sources, dates, sample scope and limitations in working papers. Track points requiring confirmation.
Reviewing and issuing work
Arrange review by suitably experienced personnel according to engagement risk. Check material conclusions, attachments and consistency across documents. Identify the version, date and status of each deliverable and flag items for client confirmation or signature.
Corrections and feedback
Use the contact button below to raise a concern with management, identifying the assignment, document date and point at issue. We will record and investigate the concern and explain the follow-up. Where correction is needed, issue an identifiable revision and explain the effect and next steps.
Improving the work
Management reviews recurring issues, reasons for revisions and client feedback, then updates review checklists, templates or internal training as appropriate.