Due Diligence on a CPA Firm or other Accounting Services Provider
3
Due Diligence on a CPA Firm or other Accounting Services Provider Procedures and Structure
-
Upload
abizinabox-inc-cpas-financial-advisory-taxation-predictive-analytics-technology -
Category
Services
-
view
210 -
download
3
Transcript of Due Diligence on a CPA Firm or other Accounting Services Provider
Due Diligence on a CPA Firm or other Accounting Services Provider
Procedures and Structure
Components of Service Entity
2
● Firm Structure● Choice of Platform● Help Desk● Social Media “Ears”● Enterprise SSO● Desktop Suite● Accounting Application● Financial Application Add-ons
○ bill.com○ Expensify.com○ Receipt and Document Management
● Payroll● Document Rights Management● File Collaboration and Sharing● Financial Reporting● Attest Services● SOC Services● Regulatory Compliance● eDiscovery
● aBIZinaBOX Vendor Registration
● aBIZinaBOX Contractor Sign Up
● Non-Disclosure
● Engagement Letter
SOC Attest ServicesType 1,2 or 3
• SOC Type 1
• SOC Type 2
• SOC Type 3
3