Engagement · Brookhaven Manor Holdings
ENG-2065 — Brookhaven property AUP engagement
Agreed-upon procedures: rent roll, tenant deposits, capex tracking.
Engagement risk flags
- PBC-1050 (bank reconciliation March 2026) is overdue 5 days. Westbrook contact (Sarah Kim) was notified; escalation recommended.
- 2 exceptions awaiting partner disposition. Resolve before sign-off can proceed.
Retainer
$0
Budget
$22,000
$17,500 consumed (80%)
Project manager
Aisha Patel
Marcus Sterling (account lead)
Timeline
Apr 12, 2026 → May 24, 2026
Last status: May 10, 2026
Milestones (1)
Milestone-level cadence drives the weekly status report.
- A1 · FieldworkPrimary fieldwork area for this engagement.target May 9, 2026In progress
Workpapers (4)
Submit → client review → accept flow. Each workpaper has acceptance criteria, versions, and a 3-day review window by default.