This is a teaser.....there is a 35 slide deck that goes with this...but unlike the other deck....it isn't going to do open kimono in public....its going to require some work to get access.

1. Due Diligence on a CPA Firm or other Accounting
Services Provider
Procedures and Structure

2. 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

3. SOC Attest Services
Type 1,2 or 3
• SOC Type 1
• SOC Type 2
• SOC Type 3
3