Field Visits
How an on-site retail financial check unfolds — from briefing to the store report.
Field visits are the core of our retail location financial checks. This page explains what happens on site so managers know how to prepare without guessing.
Typical timing
Most cash work happens after the last customer leaves or in the hour before opening. Mid-shift samples are used only for till-and-float engagements when you want to observe live drawer discipline without freezing trade for long.
Access and escorts
Street shops usually need a duty manager with safe keys. Mall concessions may need landlord contractor passes — please arrange these before the visit date. Our auditors carry photo ID and a visit letter on App Development letterhead.
What we bring
Numbered count sheets, sealed bags for temporary segregation of counted cash when your policy allows, and a camera only if you have pre-authorised photo evidence of sealed bags or damaged stock. We never photograph customers or card details.
Before we arrive
Confirm till IDs, float amounts, who holds keys, and whether inventory sampling categories are locked for receiving.
During the count
One auditor counts, one records. The duty manager remains present for safe opening. Staff questions are answered after the cash window closes.
Same-evening notes
Material variances are spoken aloud before departure so you are not surprised by the written report.
After the visit
The store report follows within two business days. A revisit can be booked if you change procedures and want confirmation.
Districts we routinely cover
Kowloon Bay, Kwun Tong, Ngau Tau Kok, Causeway Bay, Wan Chai, Tsim Sha Tsui, Mong Kok, and selected New Territories malls when clustered with other stops. Single remote visits are quoted with travel time in mind.
Ready to book a visit?
Browse Audits for the engagement type that fits, or request a check with your preferred week.