Engagement
Board Reporting Assurance Brief
A concentrated check of the pack your trustees will see — numbers, narratives, and fund footnotes — before the meeting.
Overview
Designed for treasurers who already know the ledger is largely intact but want a second pair of eyes on the board pack. We apply targeted audit applications to the figures and narratives about restricted funds, then annotate risks in plain language.
Included
- Review of draft board pack pages covering funds and grants
- Spot checks against underlying trial balance extracts
- Annotated risk notes for the chair and treasurer
- Optional thirty-minute clarification call after delivery
Best paired with
Organisations that completed a Nonprofit Fund Accountability Audit within the past year and now need a lighter refresh before AGM or donor reporting season.