Process
Engagement process
How an Autodeploytools audit planning or risk scoring engagement moves from intake to committee briefing.
1. Scoping call
We confirm year-end or interim dates, entity count, material cycles, and whether the committee needs a briefing pack. You receive a written scope and fee estimate.
2. Document intake
Trial balances, prior management letter points, organisation chart, and close calendar land in a shared folder. We flag gaps before workshops begin.
3. Materiality & risk sessions
Workshops with cycle owners set benchmarks and score inherent, control, and residual risk by assertion. Disagreements stay visible in the matrix.
4. Plan & briefing pack
You receive the fieldwork focus map and a short committee narrative. We revise once against your comments before the external planning meeting.
5. Handover
A named senior walks the external team or internal owners through residual risk rankings and open points. Engagement closes when deliverables are accepted.
What you should prepare
Assign one internal contact, block workshop dates on the close calendar, and decide who speaks for the audit committee on materiality. If inventory sites matter, share location lists early.
Natural next actions
Browse engagement options or request a scoping call with your year-end date attached.