January – February
Planning for March year-ends
Engagement letters, risk workshops, and interim testing for manufacturers closing 31 March. Inventory observation dates for late March are locked in this window.
Engagement calendar
When the desk books fieldwork
Financial auditing follows the fiscal calendar. Use this page to see when March year-ends, December closes, and mid-year covenant procedures compete for partner time.
Dates below describe typical windows for planning conversations, not guaranteed availability. Peak weeks close early; contact us before printing board pack deadlines.
March – April
Peak statutory fieldwork
Plant counts, confirmation control, and substantive testing. Clearance meetings cluster in mid-to-late April for boards that meet in May.
May – June
Opinion delivery & letters
Final opinions, management letters, and follow-up on remediation owners. Capacity opens for readiness reviews ahead of the next fiscal year.
July – September
Covenant procedures & restatements
Semi-annual lender letters and prior-period correction support. Quieter plant floors make multi-site walkthroughs easier.
October – November
December year-end planning
Trading houses and subsidiaries on calendar-year closes begin scoping. First-year auditees should start readiness work here, not in December.
December
Calendar-year fieldwork
Shorter fieldwork blocks around holidays. Cut-off testing for shipments through 31 December requires early document freezes.
How to hold a place
Send your year-end month, number of inventory sites, and preferred board pack date. We reply with open weeks or an honest waitlist note. Holding a week is not a signed engagement; the letter follows after scoping.
Request a calendar hold