Professional in a meeting reviewing bound financial binders

Assurance engagement

Opening Balance & Transition Support

Assurance work on opening balances when you change auditors or move from compilation to audit for the first time.

Who it is for

Companies appointing Umibe for the first audited year or after a change of auditor.

Result you receive

Comfort that opening equity and comparative figures are suitable for the current-year opinion.

Included

  • Review of prior-year statements and significant accounting policies
  • Testing of opening cash, receivables, and inventory where material
  • Coordination letter with predecessor auditor when available

Not included

  • Restatement drafting of prior-year financials (advisory referral available)

How the work proceeds

Gather prior packs

Assess opening risk

Perform targeted testing

Clear for current-year planning