How we work
A walkthrough of a typical lease obligation audit engagement before you request an estimate.
Property finance teams usually contact us when an external audit date is fixed or a refinance pack needs lease schedules they trust. This page explains what happens after that first message.
- Intake call (30–45 minutes). We confirm lease count, property types, languages of contracts, and whether variable rent or service-charge true-ups matter. You leave with a written document request list.
- Document pack. You send signed leases, amendments, rent rolls, deposit registers, and ledger extracts. Incomplete packs are flagged early so the calendar can shift before fieldwork windows slip.
- Desk review. We reconcile contract terms to recorded obligations, noting free-rent periods, indexation, and side letters. Material items get draft comments while the file is still open.
- Findings memo and schedule. You receive a spreadsheet obligation schedule and a concise memo. Optional: a call with your statutory auditor to explain sample selections.
- Close-out. Open questions are either resolved or explicitly parked with owners named. Engagement files are retained per our privacy notice.
What we need from you
- A single contact who can answer property-manager questions within two business days
- Access to the latest trial balance lines for rent, deposits, and accruals
- Honesty about known disputes — surprises cost more time than early disclosure
Where this fits
Most clients book the lease obligation audit. Others start with a pre-audit lease pack when the statutory auditor’s request list is already in hand.