CPA & accounting firms
Financial audit support under your methodology
Agreed processing of financial records and populations, testing assistance and working-paper preparation under the firm's methodology and review.
For CPA firms that need help with defined parts of an engagement, not a transfer of engagement leadership. Start with the procedures, evidence and review checkpoints your team already uses.
Defined work, reviewed by people
Support the work your engagement needs
Agree the account areas, periods, procedures and expected working files before evidence is shared. The following activities can form part of that scope; none replaces the firm's assessment of audit risk or the sufficiency of evidence.
- Evidence processing
- Organise the agreed client records, reconcile received files to the request list and identify missing versions or periods. A professional checks source references and completeness before the material is used in a working paper; a received file is not treated as sufficient evidence simply because it exists.
- Population analysis
- Prepare agreed transaction or balance populations for the firm's procedures. Check date ranges, field definitions, duplicate records and reconciliation to the supplied source totals. A professional reviews those checks and escalates limitations; the firm determines whether the population is suitable and how samples should be selected.
- Testing assistance
- Carry out the procedures assigned by the firm, such as tracing selected items to supporting records or preparing recalculations. Record the procedure, evidence inspected and result for each item. Professional review checks the work against the instruction; unresolved questions return to the firm rather than becoming assumed conclusions.
- Workpaper and documentation preparation
- Prepare schedules, cross-references and draft descriptions in the agreed workpaper format. Keep preparer and reviewer responsibilities visible, with a route back to the underlying records. A professional checks that the documentation describes what was actually done, including scope restrictions and evidence that remains outstanding.
- Exception management
- Maintain an agreed exception log distinguishing missing evidence, inconsistent records and departures identified during testing. Professional review checks each entry and the supporting material before escalation. The firm decides whether more work is needed, how an exception affects its conclusions and what belongs in its communication to the client.
From instruction to review
A working file your reviewer can follow
Your engagement team sets the instructions and approves the evidence channel. We clarify ambiguous procedures before preparation begins, identify dependencies and agree when questions should be escalated rather than held until the final handoff.
Where agreed, RiskAssist™ supports evidence intake, control mapping, consistency checks and draft analysis. It is operated by our professionals, not an autonomous auditor. AI-assisted preparation is subject to the applicable agreement, and human review takes place before anything reaches your firm's reviewer.
The handoff separates completed procedures from open items, with source references, reviewed working papers and an exception log. Your reviewer can request corrections or additional procedures without losing the record of the original work.
RiskAssist™Human OversightResponsibility stays with the CPA firm
Your client stays your client.
AuditPartners is not a CPA firm or a certification body and does not issue audit opinions, SOC reports or certificates. The responsible CPA firm retains engagement responsibility, professional judgment, required review and report issuance; certification decisions remain with the responsible certification body.
- The client relationship
- Engagement leadership
- Methodology and standards
- Professional judgment
- Required review and sign-off
Co-delivery, white-label presentation, client protection and confidentiality are offered subject to the applicable agreement for each engagement. Delivery personnel, qualifications, location and availability are agreed per engagement, alongside tools, access and escalation responsibilities.
One engagement first
Test the handoff before adding capacity
Choose a bounded area where your team can evaluate the preparation and review process. A pilot is an agreed piece of delivery work, not a promise about audit outcomes or future staffing.
Define the assignment
Identify one engagement, the workpaper templates, source records, instructions and responsible reviewer. Agree acceptance criteria for the working files and how changes to scope are authorised.
Prepare and escalate
Complete the agreed work, with professional review and questions raised at the planned checkpoints. Keep incomplete evidence and exceptions visible rather than filling gaps with assumptions.
Review the result together
Your reviewer assesses the files against your methodology. Discuss review notes, rework and the practical fit before deciding whether to extend the scope to another engagement.
Bring one engagement to the conversation
Discuss the procedures you want supported, the evidence available and the review responsibilities your firm will retain.