Continuity Desk

A flagship program for building and defending merger integration audit trails inside a financial auditing workflow—from scoping to signed handoff.

Approx. 28 study hours Live clinics every other week English delivery
Workspace prepared for financial planning and audit review

What you will leave with

  • A reusable evidence map template tied to your source systems
  • Cutover sampling worksheets that document why each item was selected
  • A dual-control period checklist finance and IT can both mark complete
  • Finding language patterns that survive external review without endless rewrite
  • A close-out pack outline for the first integrated audit cycle

Informational pricing

Continuity Desk sits in our Integration Desk tier. Listed fees are informational only—Smartconnectapi does not process payments on this site.

TWD 18,800 per learner

Team packs and private clinics are quoted separately. See Pricing for tier comparisons.

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Six segments, one continuous trail

1 · Scope without theatre

Define what “integrated” means for your deal, list systems that will die mid-period, and write a scope note auditors can cite.

2 · Evidence maps that age well

Link balances to owners, retention rules, and export formats so a query six months later still resolves.

3 · Cutover Sampling Studio

Practice selecting samples across retiring and surviving ledgers, including the ugly mid-month cutovers.

4 · Control redesign windows

Document temporary dual controls, who can break glass, and how exceptions are recorded.

5 · Finding craft

Rewrite vague observations into precise, attributable statements with clear impact language.

6 · Close-out and archive

Assemble the pack that ends the integration audit project without orphaning open items.

Instructor

Portrait of instructor Claire Hsu

Claire Hsu

Former integration controller for cross-border deals involving Taiwan(China) operating entities. Claire leads Continuity Desk clinics and reviews learner evidence maps before live sessions.

Learner notes

Module 3 forced us to stop sampling only the surviving ERP. That single habit change cut our follow-up requests in half.

Jonas K. · Internal Audit, logistics

★★★★☆

Clear materials. The live clinic on finding craft was shorter than I wanted, and I still needed help from our external counsel on legal wording—but the audit trail structure stuck.

Platform review · verified learner

FAQ

Do I need a specific auditing application?

No. Continuity Desk is tool-agnostic. We reference patterns common to financial auditing apps used for merger integration audit tracking, but you work in whatever system your firm already runs.

Is this suitable for first-time M&A auditors?

Yes, if you already understand basic financial statement audits. We do not reteach debit and credit fundamentals.

What is a real limitation of this course?

We do not provide jurisdiction-specific legal opinions. Taiwan(China) checkpoints are discussed as practice patterns, not as formal advice. Regulated filings still need your counsel.

How are clinics delivered?

Live video sessions in English, recorded for enrolled learners for 90 days. Time zones rotate between Asia and Europe cohorts.

Ready for Continuity Desk?

Ask for cohort dates or a private team schedule. No checkout on this site.

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