Short engagement
Pre-Close Receivables Walkthrough
A compressed, time-boxed review in the week before close — focused on the exceptions your AR team already knows are blocking sign-off.
When to use this
You already know the messy corners of the ledger — a handful of large disputed invoices, a remittance pile, or a customer with conflicting statements. You need a second pair of eyes before the close checklist is signed, not a multi-week full scan.
How it runs
- Same-day scoping call on the known exception list
- Focused fieldwork on those items only
- Same-week briefing note for the controller
Not a substitute for
A full AR exception review when the aging has not been examined in depth for several periods.
Request timing
Use the contact form and mark your close date clearly. Walkthroughs inside five working days of close are accepted only when capacity exists.