Sharpe CPA / For CPAs / The engagement process
Pick the kind of client and the level of service. The chart shows each step in order, what the client provides, and the standard behind it. Print it, or save it as a PDF or an image for a proposal, an engagement letter or a board packet.
Nothing you type leaves this page: the chart is drawn in your browser. To save a PDF, choose “Save as PDF” as the printer. The SVG and PNG are one tall image for placing in another document.
A summary for orientation, not a substitute for the standards or for the firm's own methodology. Citations are to the AICPA's clarified auditing standards (AU-C), the Statements on Standards for Accounting and Review Services (AR-C), Government Auditing Standards (the Yellow Book), 2 CFR 200 Subpart F, and GASB Statements. See the terms of use.