due diligence on a cpa firm or other accounting services provider
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Post on 10-Feb-2017
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![Page 1: Due Diligence on a CPA Firm or other Accounting Services Provider](https://reader035.vdocuments.net/reader035/viewer/2022070512/589d74261a28ab69538b495b/html5/thumbnails/1.jpg)
Due Diligence on a CPA Firm or other Accounting Services Provider
Procedures and Structure
![Page 2: Due Diligence on a CPA Firm or other Accounting Services Provider](https://reader035.vdocuments.net/reader035/viewer/2022070512/589d74261a28ab69538b495b/html5/thumbnails/2.jpg)
Components of Service Entity
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● 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
![Page 3: Due Diligence on a CPA Firm or other Accounting Services Provider](https://reader035.vdocuments.net/reader035/viewer/2022070512/589d74261a28ab69538b495b/html5/thumbnails/3.jpg)
SOC Attest ServicesType 1,2 or 3
• SOC Type 1
• SOC Type 2
• SOC Type 3
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