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Stableloops Advisory

Engagement support for US CPA firms

Benefit plan audits, SOC reports, and internal audit. Staffed by us, signed by you.

We are an India-based audit support firm. We work inside your methodology and your software, under your direction and review, so your practice can take on the engagements your bench cannot currently carry.

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You remain the auditor of record. We do not sign reports, we do not express opinions, and we are not a CPA firm licensed in any US jurisdiction. That is the arrangement, and we put it in writing before anything starts.

Three practices

What we support, and who each service is for

Three service lines, one standard of file. Start with the one that matches the constraint you are trying to solve.

ERISA · Form 5500

Benefit plan audit support

Your plan audits land in one compressed window and the staffing math does not work. We prepare the file, both full-scope and ERISA Section 103(a)(3)(C), inside your methodology and your software.

What we deliver

  • Testing and workpapers for 401(k), 403(b), defined benefit, health and welfare, and ESOP plans
  • Trust reconciliation, SOC 1 evaluation, and complementary user entity control testing
  • Draft financial statements, footnotes, and a proposed reportable findings memo

Who it is for. EBP practice partners and quality leaders carrying a July 31 and October 15 wall.

See where we fit in your engagement

SSAE 18 · Trust Services Criteria

SOC examination support

Your clients are being asked for SOC reports and you do not have a bench that knows the criteria. We supply the people who do, without you handing over the engagement.

What we deliver

  • SOC 1 control objective testing under SSAE 18 and SOC 2 testing against the Trust Services Criteria
  • Readiness fieldwork, evidence review, and exception write-ups for your review
  • System description review support and draft report preparation in your template

Who it is for. IT audit and SOC practice leaders scaling a service line faster than they can hire.

See how a SOC engagement is split

IIA Standards · COSO 2013

Internal audit and SOX support

You win internal audit and SOX work, then watch the margin disappear into US staffing. We execute the fieldwork so the engagement is worth running.

What we deliver

  • SOX 404 walkthroughs, control documentation, and operating effectiveness testing
  • IT general controls: access, change management, and backup and recovery
  • Findings drafted with root cause, rating, and recommendation, ready for your review

Who it is for. Risk advisory partners defending realization on recurring engagements.

See the three delivery models

The arrangement

You stay the auditor. We build the file.

Everything below is settled before an engagement letter is signed, because a support relationship that is vague about this is a professional standards problem waiting to happen.

You

Stays with your firm

  • Client acceptance, continuance, and the engagement letter
  • Independence, in fact and in appearance, for the engagement
  • Audit strategy, planning judgments, and risk assessment conclusions
  • Direction, supervision, and review of everything we produce
  • All communication with the client and with those charged with governance
  • Evaluation of evidence, conclusions, and the report, signed by you

Us

What we do

  • Preparing lead schedules, testing workpapers, and reconciliations
  • Executing sampling and substantive procedures under your programs
  • Documenting walkthroughs and testing control operating effectiveness
  • Evaluating service organization reports and drafting the reliance memo
  • Drafting financial statements, footnotes, and findings for your review
  • Rolling forward files and clearing your review notes

Start here

Which constraint are you actually trying to solve?

Three questions. Each one goes to the part of the site that answers it properly, including the parts we cannot help with.

  1. 01

    Are you turning away plan audits because you cannot staff them?

    Most firms hit the wall somewhere between forty and eighty plans. The constraint is rarely partner time. It is the senior who can test a match formula against a plan document without supervision.

    How plan audit support works

  2. 02

    Are your clients asking for SOC reports you are not set up to deliver?

    Referring the work out sends the relationship somewhere else. Building the bench takes two years. There is a third option, and it does not involve you giving up the opinion.

    How SOC support works

  3. 03

    Is SOX and internal audit work no longer profitable at US staffing cost?

    Recurring engagements priced three years ago against today’s salaries. The work is still good work. The delivery model is what stopped being viable.

    How internal audit support works

How we work

Four commitments that go in the services agreement

These are not values. They are terms you can hold us to, and they are the reason firms keep us past the first season.

01

Your methodology, your templates, your software

We work inside your audit software and your programs. We do not bring a house methodology and ask you to accept it, because the file has to survive your review and your peer review, not ours.

02

A named senior and a named manager, not a pool

The same people work your engagements season after season. They learn your review preferences and your clients, and you know who to call. Nobody is silently rotated off in March.

03

Reviewed before it reaches you

Every file passes an internal review against your review notes from last season before it is released to you. The measure we hold ourselves to is the number of your review comments, and we report it back to you.

04

Client data never leaves your environment

Our people work in your systems or in a controlled virtual desktop with no local storage, no removable media, and no email egress. Access is per engagement, logged, and revoked at wrap.

Tell us what your season looks like.

Send us your engagement count, your software, and your deadlines. We will tell you what we can absorb, what it costs, and what we would need from your quality control team before we start.

Request a capacity planTalk to a partner