Overview
Overview
A management audit looks beyond financial accuracy to evaluate whether the organisation's structure, processes and decisions support its objectives.
We assess selected areas of operations and governance and report on gaps, inefficiencies and opportunities for improvement.
Who this is for
- Family-owned businesses professionalising management
- Companies after rapid growth
- Boards seeking an independent review
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Review of organisational structure and authority
- Evaluation of key business processes
- Performance and MIS review
- Recommendations and implementation roadmap
Documents usually required
- 01Organisation chart
- 02Policies and SOPs
- 03MIS reports
- 04Strategic plans
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Engagement acceptance
Independence checks, engagement letter and agreement on scope, timelines and reporting.
- 2
Planning & risk assessment
Understanding the entity, its controls and the areas that need the most attention.
- 3
Fieldwork
Testing of transactions, balances and controls, on-site or remotely, with regular status updates.
- 4
Discussion of findings
Observations are discussed with management before the report is finalised.
- 5
Reporting
Issue of the report in the applicable format, along with a management letter where relevant.
Frequently asked questions
Is a management audit mandatory?
No, it is voluntary and scoped to management's objectives.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.