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Fund expense audits that stand up to trustee scrutiny

We examine how grant and programme funds are spent in Hong Kong — sampling vouchers, tracing approvals, and preparing findings boards can act on.

Flagship engagement

Fund expense audit for a single grant or programme year

Trustees and foundation managers commission us when they need an independent look at disbursements, vendor invoices, travel claims, and supporting documentation against the fund’s own rules.

Read the full engagement scope
  • Sampling plan agreed with the board or finance lead
  • Voucher and approval trail review
  • Exception log with recommended follow-up
  • Plain-language briefing for the next trustee meeting

“They flagged three recurring approval gaps in our travel claims before our year-end pack went to the board. The wording was blunt in places, which was exactly what we needed.”

— Mei Ling C., programme controller, Kowloon

From clients

Evidence from real fund reviews

Stories from trustees and finance leads who asked us to test expense compliance against fund deeds, donor letters, and internal claim rules.

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Preparing a trustee pack or donor report?

Send the fund deed excerpt, the period under review, and a sample of expense categories. We reply within two business days with a proposed sampling approach.

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