Engagements / Closeout

Engagement Closeout

Closeout captures final review, client delivery status, completion notes, and the next recommended client action.

Dela Cruz Foods

Closeout readiness

Archive after final review note, delivery confirmation, and next-period recommendation are recorded.

Delivery

Review

Final action

Complete quality review

Archive rule

Review approval required

Completion Note

What closeout records

Closeout should record final reviewer approval, client delivery confirmation, retained working papers, and next-period recommendation.