Engagement

Statutory Entity File Preparation

Bring individual subsidiary ledgers and supporting schedules into auditor-ready order before group consolidation begins.

Who it is for

Subsidiary accountants whose local files feed the group consolidation.

Result you receive

Clean entity working papers that plug directly into the consolidation package.

Scope

Trial-balance tie-outs, key account analyses, and supporting schedule index for one or more entities.

Included

  • TB-to-financial statement tie-out
  • Key account analyses
  • Supporting schedule index

Not included

  • Bookkeeping catch-up for unposted transactions
  • Tax computation

How we work

  1. Review entity TB and prior schedules
  2. Build analyses and index
  3. Confirm readiness for consolidation intake

Preparation on your side

Grant read access to the entity ledger export.

Constraints

Does not include posting missing transactions.