Professionals reviewing a written plan during a meeting

Engagement map

From scoping call to remediation briefing

A clear path for recurring revenue teams commissioning a subscription billing audit.

  1. Scoping call

    We confirm products, review period, currencies, and the decision the findings must support — board packet, remediation sprint, or pre-close comfort.

  2. Written estimate

    You receive cohort definition, sampling depth, fee, timeline after intake, and exclusions. Work begins when the deposit (if required) and kickoff date are agreed.

  3. Document intake

    Subscription export, invoice register, credit and refund logs, plan catalog with effective dates, and contract templates. Incomplete packs pause the clock.

  4. Fieldwork

    Sampling, manual recalculation, and severity rating. Optional sessions at Chengkung Road or your Taipei-area office when documents stay on-site.

  5. Findings pack & walkthrough

    Written memo with evidence excerpts, remediation order, and a live briefing for finance and revenue ops leads.

What you decide before kickoff

Name a single internal owner for document requests. Decide whether the findings may be shared with your statutory auditor. Flag any litigation holds that limit which invoices we may cite.

Book the scoping call Browse audit engagements