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Engagement · Brookhaven Manor Holdings
ENG-2065 — Brookhaven property AUP engagement
Agreed-upon procedures: rent roll, tenant deposits, capex tracking.
Open sign-off packet
Export workpaper bundle
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 · Fieldwork
Primary fieldwork area for this engagement.
target May 9, 2026
In progress
Workpapers (4)
Submit → client review → accept flow. Each workpaper has acceptance criteria, versions, and a 3-day review window by default.
Code
Title
Owner
Status
WP-206501
ENG-2065 workpaper 1
Elena Vasquez
Accepted
WP-206504
ENG-2065 workpaper 4
Elena Vasquez
In progress
WP-206502
ENG-2065 workpaper 2
Elena Vasquez
In review
WP-206503
ENG-2065 workpaper 3
Elena Vasquez
Prepared for review
// viewing as
Eduardo Brisa
· Partner
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