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SOUND JUDGMENT
SOUND JUDGMENT
Why Firms Engage Clarus
Why Firms Engage Clarus
Clarus helps CPA firms increase engagement capacity, improve resource allocation, and manage workload demands without the long-term commitment associated with additional full-time staffing.
Our engagement model provides structured investment testing support that allows audit teams to delegate defined procedures while retaining full control over audit methodology, supervision, and final conclusions.
CORE CAPABILITIES
CORE CAPABILITIES
Services
Services
Three core investment testing procedures executed in accordance with firm–defined audit methodologies and instructions.
Investment Existence Testing
Investment Existence Testing
Third-Party Verification
Third-Party Verification
Clarus supports existence testing of liquid investment portfolios by agreeing selected holdings to independent third-party evidence, including custodian, broker, and administrator statements, in accordance with firm-defined audit procedures.
Ensuring independent confirmation of portfolio holdings.
Investment Valuation Testing
Investment Valuation Testing
Valuation Accuracy
Valuation Accuracy
Clarus supports valuation testing of liquid investment portfolios by agreeing selected holdings to approved pricing sources, valuation platforms, and third-party valuation reports, in accordance with firm-defined audit procedures.
Rigorous alignment to independent verification.
Purchase & Sales Testing
Purchase & Sales Testing
Transaction Integrity
Transaction Integrity
Clarus supports purchase and sales testing procedures for liquid investment portfolios by agreeing selected activity to supporting documentation, broker statements, realized gain/loss reports, and other audit evidence in accordance with firm-defined procedures.
Comprehensive tracking of transaction-level details.
All procedures are executed under engagement team direction and documented to support audit file.
All procedures are executed under engagement team direction and documented to support audit file.
Services may be engaged individually or bundled together based on client needs.
Services may be engaged individually or bundled together based on client needs.
STRATEGIC ADVANTAGES
Why Clarus
STRATEGIC ADVANTAGES
Why Clarus
Clarus' four value propositions provides scalable investment testing support designed to enhance engagement execution, optimize staffing capacity, and support workload management during peak audit periods and beyond.
Why Clarus
Why Clarus
01
01
Strengthening Engagement Outcomes
Strengthening Engagement Outcomes
Increase your firm's engagement capacity without adding permanent staff.
02
02
Streamlining Efficiency
Streamlining Efficiency
Dedicated focus on investment testing procedures for liquid investment portfolios optimizing your workflows and saving valuable time.
03
03
Seamless Integration
Seamless Integration
Work is performed in accordance with CPA firm's audit methodologies and engagement instructions.
04
04
Year-Round Availability
Year-Round Availability
Reliable support available for peak workload periods, staffing transitions, resource constraints, and specialized engagements throughout the year.
About Clarus
About Clarus
Institutional Profile
Institutional Profile
Founded by a Certified Public Accountant (CPA) and former Big Four audit professional with experience supporting alternative investment fund engagements and specialized investment testing procedures.
Clarus provides specialized investment testing support to CPA firms serving hedge funds, fund-of-funds, private investment partnerships, and other liquid alternative investment vehicles.
Clarus enables audit teams to improve engagement efficiency, expand capacity during peak periods, and allocate internal resources toward higher-risk and judgment-intensive audit areas.
Regulatory Notice
Regulatory Notice
Clarus operates as an audit support provider. It does not issue audit opinions, perform attest services, or assume responsibility for audit conclusions, which remain solely with the engaged CPA firm.
Contact
Contact
Engagement Inquiries
Engagement Inquiries
Initial consultations available upon request.
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