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Case Study

Recent Work - Audit

Project Information


Insurance / SaaS Sector Company

Service Provided

Auditing Service

Our UK based client is a Digital-Era Managing General Agency. They underwrite insurance products and distribute them using digital channels that they have established.

The client company has a Holding Group and 3 subsidiary companies.


Our first step is always to understand the requirement, discussing SOW and then move ahead. After the client approached us with their documents, a thorough research was carried out and below were the findings:-

The company had inadequate reconciliation of various business processes with finance department
Unstructured financial statements and notes to accounts.
Raw unstructured data had to be structured using the client’s software


We believe it is difficult for anyone to make decisions until they have faith in our resources' skill set, quality of service, professionalism of our dealings, communication procedure, and so on. So, to assist the client in obtaining all of this, we provide them with a FREE no-obligation trial period.

Our solutions were provided as follows:

Account Reconciliation on monthly basis
Assistance to auditor
Aligning and structuring financial statement

All the solutions were presented to the client and they accepted it with great satisfaction. Post approval, these solutions were implemented successfully and within the timeline. Apart from outsourcing IFRS / US GAAP / GAAP services to this UK client, the client also consulted us for the IFRS GAAP Services

software used