Audit process
A clear path from draft pack to findings memo
This page maps how Fieldhouse runs a financial audit of applications when your lodgement date is fixed and the schedules are still moving.
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Scoping call (30–40 minutes)
We confirm facility or funder type, decision deadline, entity structure, and which schedules are still draft. You leave with a fee range and a document checklist — not a sales deck.
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Confidentiality note & intake
A short engagement note covers confidentiality and scope boundaries. You upload the pack and source worksheets. We confirm completeness within one business day or list what is missing.
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Desk review
We read narrative against cash-flow, debt service, collateral notes, and covenant language. Modest stress is applied to peak months where utilisation or repayment claims look thin.
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Findings memo & clarification call
You receive a ranked memo and annotated notes. One call walks through blocking items so schedule owners know what to change before lodgement.
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Optional re-check
If you revise material schedules, a light re-check can be added for an agreed fee. We do not re-open unlimited rounds inside the base engagement.
What you prepare
- Full draft pack as the lender or funder will see it
- Source spreadsheets behind the published schedules
- Any checklist or template supplied by the decision-maker
- Notes on figures still under negotiation
What we never claim
- Approval odds or “committee readiness” scores
- Legal opinions on security documents
- Formal assurance under audit standards
- Advocacy calls to your bank or funder
Walkthrough sessions follow the same spine
Pre-Submission Walkthroughs compress intake and review into a half-day with your team present — still rooted in the same financial audit of applications discipline.
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