Corporate Finance & Strategy
Audit Readiness & Financial Reconciliation Advisory
USD 4,500 / month
Clean up historical backlogs, verify balance sheet accuracy and align financial records with external audit or regulatory expectations.
What we'll review
- Historical variances and unresolved financial backlogs
- Balance sheet accuracy and ledger integrity
- Internal control gaps affecting financial close
- Audit and regulatory readiness exposure
Deliverables
- Audit Readiness Diagnostic Report: executive risk dashboard, historical discrepancy log, exposure and tax risk assessment, and phased rectification roadmap
- Reconciled Trial Balance & Ledgers: adjusted trial balance, sub-ledger schedules, suspense account clearance, and indexed evidence trail
- Internal Control Remediation Framework: control gap brief, month-end closing SOPs, automation and technology guide, and segregation of duties matrix
- Closing Advisory Review Meeting: executive slide deck, senior advisory workshop, and finance team hand-off
Engagement process
Six steps, start to deliverable
- 01SelectChoose the advisory package that matches your requirement.
- 02PayComplete payment for the monthly engagement.
- 03QuestionnaireComplete the secure client questionnaire.
- 04UploadUpload the supporting financial and commercial documents requested.
- 05ReviewVEXTERS conducts the advisory review.
- 06DeliverableReceive the agreed report, model, assessment or advisory output.
Important information
- Turnaround
- 20 business days from questionnaire and document submission.
- Renewal
- A monthly subscription that continues until you cancel. Nothing is charged automatically: seven days before each renewal we email the invoice, with reminders until it's due, and the next month begins when you pay it. Cancel any time from your client profile before the next month starts — the current month is not refunded.
- Exclusions
- Scope is limited to the review and deliverables stated on this page. Work outside that scope — additional entities, periods, or a materially changed brief — is agreed separately before it begins.
- Required documents
- Latest audited financial statements or management accounts
- Trial balance and general ledger detail, where available
- Existing business plan or forecast, if one exists
Disclaimer: This advisory engagement is a structural financial optimization tool designed to clean up records and prepare businesses for formal reviews. It does not replace the statutory independent external audit required by corporate law, nor does it constitute an expression of a formal audit opinion.