Engagement
Cash-Flow Audit Engagement
A structured review of operating cash movements, forecast assumptions, and liquidity buffers prepared for CFO review and board packs.
Request a cash-flow audit scoping callWho it is for
CFOs, finance directors, and controllers at mid-market companies who need an independent reading of cash reality before a board meeting, lender review, or budget reset.
What you receive
A board-ready cash-flow audit memo, annotated forecast critique, and a prioritized list of liquidity actions with owners and timing.
Included
- Kickoff interview with the CFO and controller on cash policies and recent surprises
- Review of bank reconciliations, receivables aging, payables cycle, and inventory cash lock
- Reconstruction of the last four quarters of operating cash flow from source ledgers
- Stress check of the forward 13-week cash forecast against historical conversion rates
- Written audit memo with findings, severity, and recommended actions
- One working session to walk the finance team through the memo
Not included
- Statutory financial statement audit or tax filing
- ERP implementation or bookkeeping cleanup
- Ongoing treasury execution after the engagement closes