Engagement

Year-end financial statement audit

Independent examination of annual financial statements for fintech operating companies that need a clean opinion for banks, investors, or group consolidation.

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Analyst reviewing financial charts and printed statements
Statement review ahead of year-end clearance

Who this is for

Fintech operating companies and holding entities in Taiwan that require an independent audit opinion on annual financial statements.

What you receive

An audit opinion, management letter on control observations, and clearance meetings timed to your board calendar.

Scope of work

  • Risk assessment tailored to fee income, float balances, and related-party flows
  • Substantive testing of material account balances
  • Subsequent events and going-concern consideration
  • Draft and final opinion with management letter

Outside this engagement

  • Monthly management accounts preparation
  • Tax computation filing
  • Restatement projects without a separate letter

How the engagement runs

  1. 1

    Planning

    We agree materiality, significant risks, and the timetable with finance.

  2. 2

    Interim and final fieldwork

    Testing runs across interim and final stages so surprises surface early.

  3. 3

    Reporting

    Opinion and management letter issued after clearance of open items.

Timeline

Planning begins six to ten weeks before year-end; final opinion typically within four weeks of receiving complete draft statements.

Delivery

Remote document review with scheduled on-site inventory or cash counts when required.

Preparation

Draft statements, lead schedules, and access to the general ledger and bank confirmations.

Pricing basis

Annual fixed fee based on balance sheet size and transaction volume.

Plan your year-end window

Share your year-end date and whether group consolidation deadlines apply. We will propose a fieldwork calendar.

Schedule a planning discussion