Audit process
A clear path from first note to exception list, shaped for finance teams who still run a living property.
1. Scoping note
You tell us property type, room count, booking channels, and the months under review. We respond with a proposed engagement type — flagship audit, channel analytics review, or reconciliation assessment — plus a fee range and start window.
2. Engagement letter
Once you accept the outline, we issue a short engagement letter covering scope, confidentiality, deposit, and delivery date. Work does not begin until the deposit clears where required.
3. Secure intake
You upload PMS or night-audit exports, remittance files, and optional bank credit extracts. We check completeness and ask for missing pieces before the clock on analysis starts in earnest.
4. Matching and exception drafting
Occupied nights are compared to remittances and ledger postings. Material gaps receive folio or statement references. Timing differences that resolve inside the review window are noted separately from true shortfalls.
5. Findings brief and call
You receive the written brief and workbook, then a call to walk through priorities. After delivery, light clarification email is included for fourteen days; new months or channels become a fresh scope.