PCAOB Deficiency Tracker
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Whittlesey PC

United States · Triennially Inspected

Inspection year
2020
Report date
10-Feb-2022
PCAOB release
104-2022-068
Audits reviewed
1
Audits w/ Part I.A deficiencies
1
Part I.A deficiency rate
100%
Part I.A deficiencies
3
Part I.B deficiencies
1
Report
View PDF ↗

Deficiencies (3)

Grouped by issuer and in the same order as the PCAOB report, so each item ties back directly to the source.

Issuer A3 deficiencies

#AreaDeficiencyStandardFlags
1Allowance for Credit/Loan LossesThe issuer's ALL included a general reserve and a specific reserve for loans that are individually evaluated for impairment. The firm did not sufficiently test the reasonableness of the general reserve because it limited its procedures to reading an issuer-prepared memo and testing the mathematical accuracy of the reserve calculation. (AS 2501.07)
Financial statement audit only
AS 2501.7
2Allowance for Credit/Loan LossesThe issuer's ALL included a general reserve and a specific reserve for loans that are individually evaluated for impairment. The issuer assigned risk ratings to certain of its loans. The risk ratings were an important input in determining whether a loan would be individually evaluated for impairment as part of the specific reserve or considered as part of the general reserve. To test loans rated as pass the firm selected certain loans for testing from one loan portfolio. The firm did not perform any substantive procedures to test the risk ratings for the remaining population of pass-rated loans in other portfolios. (AS 1105.27; AS 2301.08)
Financial statement audit only
AS 1105.27; AS 2301.8
3Allowance for Credit/Loan LossesThe issuer's ALL included a general reserve and a specific reserve for loans that are individually evaluated for impairment. The issuer assigned risk ratings to certain of its loans. The risk ratings were an important input in determining whether a loan would be individually evaluated for impairment as part of the specific reserve or considered as part of the general reserve. To test loans not rated as pass the firm performed certain of its procedures as of an interim date. The firm did not perform procedures beyond inquiry to extend its conclusions on the risk ratings of these loans for the period between the interim testing date and year end. (AS 2301.45)
Financial statement audit only
AS 2301.45