Licensed CPA for AUP Certification
Budget: $1,500 – $3,000 USD
I'm setting up a small investment fund and need a licensed CPA to perform an Agreed-Upon Procedures (AUP) engagement under the AICPA attestation standards (SSAE, AT-C 215).
The subject is one fund partner's personal trading track record, run entirely in his own brokerage account over Aug 2022 to May 2026. You'd receive the full account export.
The procedures we'd want:
- Trace the reported period-end balances and returns to the brokerage statements
- Recompute the stated overall multiple and return
- Confirm no capital additions or withdrawals distort the growth figures
Deliverable is a written AUP findings report. Intended users are the fund's partners and prospective qualified investors, so please confirm you're a licensed CPA who can issue the report under SSAE.
The export contains personal financial data, so happy to sign an NDA. Can you share a fixed quote and turnaround?
The subject is one fund partner's personal trading track record, run entirely in his own brokerage account over Aug 2022 to May 2026. You'd receive the full account export.
The procedures we'd want:
- Trace the reported period-end balances and returns to the brokerage statements
- Recompute the stated overall multiple and return
- Confirm no capital additions or withdrawals distort the growth figures
Deliverable is a written AUP findings report. Intended users are the fund's partners and prospective qualified investors, so please confirm you're a licensed CPA who can issue the report under SSAE.
The export contains personal financial data, so happy to sign an NDA. Can you share a fixed quote and turnaround?