Embedded Files
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 allows audit teams to delegate defined investment testing procedures while maintaining control over methodology, supervision, and engagement conclusions.
CORE CAPABILITIES
CORE CAPABILITIES
Services
Services
Three dedicated investment testing procedures executed in precise accordance with firm-provided methodologies and instructions.
Investment Existence Testing
Investment Existence Testing
Third-Party Verification
Third-Party Verification
Support for existence testing procedures for liquid investment portfolios. Portfolio holdings are tied to broker, custodian, and other third-party statements in accordance with firm-provided methodologies and instructions.
Ensuring independent confirmation of portfolio holdings.
Investment Valuation Testing
Investment Valuation Testing
Valuation Accuracy
Valuation Accuracy
Support for valuation testing procedures for liquid investment portfolios. Portfolio holdings are tested to approved pricing sources, valuation platforms, and third-party valuation reports in accordance with firm-provided methodologies and instructions.
Rigorous alignment to independent verification.
Purchase & Sales Testing
Purchase & Sales Testing
Transaction Integrity
Transaction Integrity
Support for purchase and sales testing procedures for liquid investment portfolios. Selected transactions are tested to supporting documentation, broker statements, realized gain/loss reports, and approved audit evidence in accordance with firm-provided methodologies and instructions.
Comprehensive tracking of transaction-level details.
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
Four value propositions designed to optimize engagement execution, resources, and staffing capacity.
Why Clarus
Why Clarus
01
01
Flexible Engagement Model
Flexible Engagement Model
Increase engagement capacity without adding permanent staff.
02
02
Specialized Focus
Specialized Focus
Dedicated focus on investment testing procedures for liquid investment portfolios.
03
03
Seamless Integration
Seamless Integration
Work performed in accordance with firm-provided methodologies and instructions.
04
04
Year-Round Availability
Year-Round Availability
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 former Big Four audit professional with experience in alternative investment fund engagements.
Clarus provides specialized investment testing support to CPA firms serving hedge funds, fund-of-funds, investment partnerships, and other liquid investment vehicles.
Clarus helps firms improve efficiency, increase engagement capacity, and focus internal resources on higher-risk and judgment-intensive areas of engagements.
Regulatory Notice
Regulatory Notice
Clarus is an audit support provider and does not issue audit opinions or perform attest services.
Contact
Contact
Engagement Inquiries
Engagement Inquiries
Initial consultations available upon request.
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