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16 articles · updated weekly
Auditor Independence Rules: AICPA and SEC Requirements Guide
Navigating auditor independence rules under AICPA and SEC requirements for small firms, covering which framework applies, the nonattest services question, and when SEC rules can suddenly matter.
Engagement Letters for Audit, Review, and Compilation
What each engagement letter must include under AU-C 210, AR-C 80, and AR-C 90 for audit, review, and compilation engagements, and where these letters most often fall short.
Subsequent Events in Auditing: AU-C 560 Documentation Guide
What CPA firms need to document under AU-C 560 for subsequent events in auditing, covering the three responsibility periods, Type I versus Type II classification, and dual-dating.
Group Audits for CPA Firms: AU-C 600 Essential Guide
Group audits for CPA firms with subsidiaries, joint ventures, or multiple locations run under AU-C 600, and the standard is about to change. Here is what governs component auditor work today and what SAS No. 149 changes starting December 15, 2026.
Nonprofit Audit Findings: Essential Guide to 8 Common Issues
Nonprofit audit findings most often involve conditional grants, functional expense allocation, net asset classification, and Uniform Guidance compliance. This guide covers the 8 issues CPA firms encounter most in nonprofit engagements.
Audit Committee Communications: 5 Essential Rules for Small Firm Auditors
Audit committee communications under PCAOB AS 1301 and AU-C 260 impose specific timing, content, and written documentation requirements that many small firm auditors underestimate. Here are 5 essential rules.
Fraud Red Flags Auditors Look For: 9 Critical Self-Audit Checks
The fraud red flags auditors look for usually appear in the books months before an audit. Here are 9 warning signs and how your clients can self-audit.
Going Concern Opinion: 5 Essential Rules for CPA Firms
A going concern opinion requires the auditor to evaluate substantial doubt, assess management's mitigation plans, and communicate findings before the report is issued. Here are 5 essential rules for CPA firms handling this opinion.
Sampling Techniques in Auditing: 5 Essential Rules for Sample Size
Sampling techniques in auditing determine whether your sample is actually large enough to support your conclusion. Here are 5 essential rules for attribute sampling, MUS, projection of exceptions, and the documentation your workpapers need.
Internal Controls Checklist Small Business Audit Readiness: 5 Essential Areas
An internal controls checklist for small business audit readiness covers five control areas auditors examine. Here is what your clients need in place , and how to address segregation of duties when the team is small.
Risk Assessment in Auditing: 5 Essential Gaps in Small Firm Practice
Risk assessment in auditing is where audit quality is won or lost. Here are 5 areas small CPA firms consistently underestimate, from the SAS 145 spectrum of inherent risk to management override in owner-managed clients.
Preparing Clients for Their First Financial Statement Audit: An Essential 9-Step Guide
Preparing clients for their first financial statement audit is harder than subsequent years. Here is the 9-step process that gets your clients audit-ready and keeps fieldwork on schedule.
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