US audit services.
Discuss the financial statements, reporting purpose and records for your US audit engagement. Professional coverage and authority are confirmed before work begins.
Is this the right starting point?
A US audit engagement depends on the reporting purpose, applicable framework and the qualified professional responsible for the opinion.
When it fits
An organisation whose lender, investor or other recipient requires audited financial statements.
Prepare for a closer look at the numbers.
Discuss support with purpose of the audit, financial reporting framework and records and engagement with the qualified signing professional. We confirm the tasks, review rounds and responsibilities around your requirements.
- 01
Purpose of the audit
- 02
Financial reporting framework
- 03
Records and engagement with the qualified signing professional
The evidence and engagement work agreed with the qualified signing professional; reporting responsibilities are confirmed before acceptance.
Your engagement confirms the final deliverables and any separately scoped work.Prepare the right records.
Start with the information below. The final checklist depends on your circumstances, the application or reporting route, and the recipient’s requirements.
Entity, person and jurisdiction details
Tax classification or residency, reporting year, states involved and the purpose of the engagement.
Financial and prior-period records
Books, tax documents, earlier filings, ownership and relevant transaction or recipient records.
Records for this service
Recipient requirements, reporting framework, financial statements, ledgers and supporting evidence.
From review to handover.
- 01
Define the engagement
Confirm jurisdiction, tax or reporting framework, intended recipient and professional responsibilities.
- 02
Review the evidence
Organise the accounts and supporting records and resolve questions about the reporting scope.
- 03
Prepare and review the work
Discuss the computation, reporting, analysis or evidence with the responsible professionals.
- 04
Agree the handover
Deliver the agreed records or reports and confirm submission, signing and continuing responsibilities.
Know the scope, cost and timing.
What affects the quote
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote.
What affects the timeline
Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
After this work
Retain the supporting records and reports and agree who handles submission, tax payments, communications and the next reporting cycle.
Questions before you begin?
What does US audit services support include?
Purpose of the audit, financial reporting framework and records and engagement with the qualified signing professional. The final inclusions and handover documents are agreed before the engagement starts.
What should I have ready?
Recipient requirements, reporting framework, financial statements, ledgers and supporting evidence.
What will it cost, and how long will it take?
Entity classification, states, reporting years, record complexity and professional signing needs affect scope. Confirm federal/state work and cross-border schedules explicitly in the quote. Jurisdiction review, complete records and the appropriate professional’s availability affect the estimate. Filing, assurance and advisory engagements have different deliverables and schedules.
Can you help with my US jurisdiction?
Tell us about the person or entity, reporting year, state activity and type of engagement. We confirm professional coverage and the appropriate scope before accepting the work.
