Health · Clinical Research · Beauty

Audit in health and beauty –
clinical research, – pharma and premium brands

I audit entities from the health and beauty sector with an understanding of the sector's accounting specifics: clinical research contract revenue recognition, intangible asset valuation and accounting for companies with brand portfolios.

No obligation • 20 minutes • quick assessment
20+
Years of experience
2
Segments: CRO and premium beauty
100%
Project confidentiality
48h
Response time for urgent enquiries
Clinical research (CRO)
Premium cosmetics industry
Brand and intangible asset valuation
Research contracts (IFRS 15)
Pharmaceutical regulations
Foreign groups in Poland
PE portfolio company audit

Selected case studies – health and beauty

Projects for entities from the health and premium beauty sector – industries with high confidentiality requirements.

Audit of a clinical research company (CRO)
Situation

A Contract Research Organisation (CRO) company conducting clinical trials on behalf of pharmaceutical corporations. Revenues recognised based on IFRS 15.

Action

Audit of the financial statements with particular focus on revenue recognition (fixed price, time & material, milestone-based / payment per client), receivables valuation and assessment of project cost completeness.

Result

Unqualified opinion.

Methodological recommendations implemented by the client

Key accounting challenges in health and beauty

Research contract accounting (CRO)

Multi-year clinical research contracts require precise measurement of the degree of completion and assessment of when revenue meets the criteria for recognition under IFRS 15.

Brand and intangible asset valuation

Cosmetics brands, patents and formulations are assets of key value but difficult to value – their recognition and impairment tests require industry knowledge.

R&D costs – capitalisation vs. period costs

When can the costs of research into a new product be capitalised under IAS 38? In the pharmaceutical and cosmetics sector this decision often has a material impact on results.

Regulations and registration requirements

The costs of registering drugs and medical devices, their recognition and amortisation often require accounting advisory that combines reporting standards with the regulatory specifics of the industry.

Multi-channel sales – revenue recognition

Retail sales, online, B2B to pharmacies and SPA services – each channel may require a different moment of revenue recognition and presentation.

Related party transactions (transfer pricing)

Brand licences, R&D services and know-how in pharmaceutical groups generate complex intra-group transactions subject to rigorous TP regulations.

Do you have a company from the health or beauty sector requiring an audit?

I understand the specifics of the industry. The first conversation is free.

FAQ

Frequently asked questions

Accounting questions specific to healthcare – NFZ contracts, equipment, provisions, and audit obligation.

Does a medical clinic or hospital need a statutory audit?
The audit obligation arises from the general Polish Accounting Act thresholds for the preceding year: assets >PLN 17m, revenue >PLN 34m, or headcount >50 (at least 2 of 3). In practice, public hospitals (SPZOZ) and county hospitals regularly exceed these thresholds. Private clinics depend on their scale of operations. Healthcare entities forming part of a capital group (e.g. clinic or laboratory chains) may be subject to a group audit regardless of their own thresholds if the parent prepares consolidated financial statements.
How should public payer contracts and over-limit services be recognised?
Revenue from the National Health Fund (NFZ) is recognised on the accrual basis – at the point of service delivery, irrespective of payment timing. Key challenges include: valuing over-limit services (procedures performed beyond the contracted volume where reimbursement is uncertain), inter-regional settlements, and the correct presentation of disputed receivables. The auditor examines the methodology for estimating over-limit recovery rates and the historical collection record on contested amounts.
What accounting risks are specific to healthcare entities?
The healthcare sector involves several unique risks: valuation of high-value medical equipment (specialist depreciation profiles, finance leases), provisions for patient claims and damages (based on claims history and legal opinions), employee obligations in public hospitals (collective settlements, statutory minimum pay regulations for medical staff), and the correct recognition of public-sector grants and investment subsidies. An experienced auditor must be familiar with current NFZ guidelines and case law on publicly-funded healthcare.
How should employee benefit obligations and healthcare provisions be valued?
Provisions for jubilee awards, retirement gratuities, and other long-service benefits are measured using the actuarial method (IAS 19 or analogously under Polish GAAP where material). The auditor verifies the underlying assumptions: discount rate, employee turnover, projected salary growth, and restructuring plans. In the healthcare sector – where pay is regulated by minimum wage legislation for medical staff – legislative changes can materially affect the provision balance even mid-year.
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