One financial record.
Several perspectives.

The situation.

Two owners are discussing a change in their business. They have the same financial reports, but different views of what those reports establish. Before asking for more analysis, they need to clarify the question the work should address.

A proposed approach.

The conversation begins by separating the purpose of the work from the positions each person has taken. What is the intended use? Which period matters? Which assumptions need to be tested? Who will read the result?

Make the process visible.

A scope can then identify the records needed, the responsibilities for supplying them and the limits of the proposed review. Any unresolved information is recorded alongside the work.

What this example illustrates.

The value of a clear beginning. This fictional scenario demonstrates a process, not a financial result, professional opinion or customer success claim.