Engagement

Interim Financial Review

Limited assurance review of half-year or quarterly figures for boards, lenders, and group consolidation packs.

Companies that report interim results to parent groups or lenders between annual audits.

A review conclusion stating whether anything has come to our attention that the interim statements are not prepared in accordance with the applicable framework.

Primarily remote inquiry and analytical procedures, with one on-site day if inventories or cash are material

2–4 weeks

Fixed fee per review period — starting from ¥420,000

Notebook and financial charts prepared for an interim review meeting

Included

  • Analytical review of significant fluctuations
  • Inquiry of finance leadership on estimates and subsequent events
  • Cut-off checks on major revenue and expense streams

Not included

  • Full substantive testing equivalent to a statutory audit
  • Restatement work for prior periods

Process

  1. Scope confirmation

    Agree the interim period, framework, and users of the report.

  2. Procedures

    Perform inquiry, analytics, and selective corroboration.

  3. Conclusion

    Issue the review report and discuss residual risks with management.

Preparation

Interim trial balance, variance commentary, and draft notes.

Constraints

Reviews are not a substitute for statutory audit where one is required.

Next step

Tell us your interim closing date and reporting users.