Cloud Based Data Tools

Audit process

How a grant compliance engagement unfolds

A clear sequence so your board, finance volunteer, and program leads know what happens each week — without inventing a new software project.

Team reviewing grant compliance documents together

  1. Scoping call

    We confirm active funders, agreement count, acquittal or audit deadlines, and who holds the ledgers and program evidence. You leave with a written scope and fee range — no obligation to proceed.

  2. File intake

    You share funding agreements, budgets, ledger extracts, and sample invoices through a secure transfer. We index what arrived and flag gaps before fieldwork starts.

  3. Agreement mapping

    Each grant is mapped to eligible-spend rules, reporting dates, and audit-access clauses. Ambiguous language becomes a short question list for your funder contact if needed.

  4. Sampling & testing

    We sample expenditure across periods and cost types, match evidence to conditions, and note allocation methods where grants share staff or premises.

  5. Findings pack

    You receive a prioritised findings report, an evidence index, and a board-ready brief. Remediation items are queued with suggested owners and timing.

  6. Walkthrough

    A live session with your finance and program leads so questions are answered before a funder or external auditor sees the pack.

Book a scoping call for your next grant review

Based at 74 Hargrave Road, Banks Creek, Queensland — working with nonprofits across Australia.

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