Focused review
Bank Reconciliation Oversight
Assessment of how bank reconciliations are performed, reviewed, and escalated — including aged breaks and suspense clearing.
At a glance
- Typical duration
- One to two weeks
- Delivery
- Hybrid — document review plus on-site interviews
- Fee basis
- From HK$32,000
- Prepared for
- Controllers and shared-service leads
Next step
Share your entity list and bank account count. We return a proposed perimeter and fee range within two business days.
Request a scoping callPurpose
Reconciliations that close on paper can still hide aged items, uncleared suspense, and reviews that rubber-stamp the preparer’s work. This oversight engagement samples recent reconciliations and the escalation path for breaks.
Included
- Policy and checklist comparison against actual working papers
- Aging analysis of open items on selected accounts
- Interview with preparers and reviewers on month-end pressure points
- Practical remediation list (not a generic control framework reprint)
Fee and next step
From HK$32,000 for a defined account set. For a broader control map, consider the Treasury Control Review. Enquire here.