Engagement
How a pack moves through the desk
This page maps the working rhythm for a pre-submission application audit and notes where shorter engagements skip or compress steps.
- Brief and intake. You tell us the filing destination, deadline, and pack type. We reply with a document checklist and a provisional quote.
- Complete pack received. Forms, schedules, receipts, and bank turns arrive as scans or printouts. Incomplete intake pauses the clock.
- Review window. An auditor marks discrepancies by category—arithmetical, policy, evidence—and drafts the clearance note.
- Delivery. You receive annotated findings plus a short clearance note naming residual risks. Spot checks and claim batches stop here unless you request more.
- Revision pass. For pre-submission audits, one update cycle within five business days is included after you revise the pack.
Document checklist we send after the brief
- Draft application forms with every signature field identified
- Cash-flow or cost schedules matching the narrative totals
- Primary receipts or invoices for material line items
- Recent bank turns covering the stated repayment or matching-fund source
- Collateral or related-party notes if the filing type requires them
When a walkthrough replaces remote markup
Subsidy filing walkthroughs compress intake and review into a two-hour table session at our Yilan County desk. Bring the draft pack and someone who can explain unusual lines. You leave with an action list; a full clearance note is a separate pre-submission engagement if you want one later.