PCAOB Deficiency Tracker
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Marcum LLP

United States · Annually Inspected

Inspection year
2021
Report date
21-Nov-2022
PCAOB release
104-2023-003
Audits reviewed
25
Audits w/ Part I.A deficiencies
15
Part I.A deficiency rate
60%
Part I.A deficiencies
32
Part I.B deficiencies
11
Report
View PDF ↗

Deficiencies (32)

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

Issuer A5 deficiencies

#AreaDeficiencyStandardFlags
1Revenue and Deferred RevenueThe firm did not identify and test any controls over information that the issuer manually entered into the revenue systems and used to record service revenue and deferred revenue. (AS 2201.39)
Both financial statement and ICFR audits
AS 2201.39
2Revenue and Deferred RevenueThe firm selected for testing a control that consisted of a quarterly comparison of financial results including revenue to the results of the prior quarters. The firm did not identify and test any controls over the accuracy and completeness of information used in the operation of this control. (AS 2201.39)
Both financial statement and ICFR audits
AS 2201.39
3Revenue and Deferred RevenueThe firm selected for testing a control that consisted of a quarterly comparison of financial results including revenue to the results of the prior quarters. The firm did not evaluate the specific review procedures that the control owner performed to investigate identified variances and determine whether items identified for follow up had been appropriately resolved. (AS 2201.42 and .44)
Both financial statement and ICFR audits
AS 2201.42; AS 2201.44
4Revenue and Deferred RevenueThe firm did not identify and test any controls over the accounting implications and disclosure requirements related to certain modifications made to existing contracts that resulted in a change in the time frame for a performance obligation to be satisfied under FASB ASC Topic 606 Revenue from Contracts with Customers. (AS 2201.39)
Both financial statement and ICFR audits
AS 2201.39
5Revenue and Deferred RevenueThe firm did not identify and evaluate the significance to the financial statements of the issuer's omission of a disclosure of a change in the time frame for a performance obligation to be satisfied. Such disclosure is required under FASB ASC Topic 606. (AS 2810.30 and .31)
Both financial statement and ICFR audits
AS 2810.30; AS 2810.31

Issuer B3 deficiencies

#AreaDeficiencyStandardFlags
1RevenueThe issuer used information-technology (IT) systems to initiate process and record transactions related to certain revenue. The following deficiencies were identified: · The firm selected for testing an automated control but its testing of a sample of only one item was not sufficient because the firm did not test the configuration or programming of the automated control or perform other procedures that would have provided sufficient appropriate audit evidence that the automated control was designed and operating effectively. (AS 2201.42 and .44)
ICFR audit only
AS 2201.42; AS 2201.44
2RevenueThe issuer used information-technology (IT) systems to initiate process and record transactions related to certain revenue. The following deficiencies were identified: · The firm did not identify and test any controls over the accuracy and completeness of the shipment information that was entered into one of the IT systems and that the issuer used to record this revenue. (AS 2201.39)
ICFR audit only
AS 2201.39
3Intangible AssetsThe issuer incurred costs related to certain intangible assets. The firm selected for testing a control that consisted of the issuer's review of such costs. The firm did not evaluate the specific review procedures that the control owners performed to assess the reasonableness of certain inputs and assumptions used in the valuation of such assets. (AS 2201.42 and .44)
ICFR audit only
AS 2201.42; AS 2201.44

Issuer C2 deficiencies

#AreaDeficiencyStandardFlags
1Warrants and Forward Purchase AgreementsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants and forward purchase agreements as equity was not in conformity with FASB ASC Topic 815 Derivatives and Hedging. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and forward purchase agreements and concluded that material misstatements existed that had not been previously identified. The issuer subsequently corrected these misstatements in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30
2EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480 Distinguishing Liabilities from Equity. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these shares and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30

Issuer D2 deficiencies

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30
2EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer E3 deficiencies

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30
2WarrantsThe firm did not identify and evaluate the significance to the restated financial statements of the omission of and a misstatement in certain required disclosures under FASB ASC Topic 820 Fair Value Measurement. (AS 2810.30 and .31)
Financial statement audit only
AS 2810.30; AS 2810.31
3EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer F2 deficiencies

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30
2EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer G2 deficiencies

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30
2EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer H3 deficiencies

#AreaDeficiencyStandardFlags
1RevenueThe issuer recognized certain revenue based on electronic activity that was processed by a third-party service provider and the firm used certain reports produced by the third-party service provider in its substantive testing. The firm did not sufficiently test the accuracy and completeness of the data included in such reports because its procedures were limited to testing only a small number of revenue types and for those revenue types selected for testing it tested only one of multiple types of transactions. (AS 2301.08)
Financial statement audit only
AS 2301.8
2RevenueThe firm relied on an outside source to provide reasonable assurance that the transactions processed by the third-party service provider were accurate. The firm however did not perform any procedures to determine whether it was appropriate to place such reliance on the outside source. (AS 1105.04)
Financial statement audit only
AS 1105.4
3WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30

Issuer I2 deficiencies

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30)
Financial statement audit only
AS 2810.30
2EquityDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain redeemable shares as permanent equity was not in conformity with FASB ASC Topic 480. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer J2 deficiencies

#AreaDeficiencyStandardFlags
1Payroll ExpensesThe issuer used a service organization to process and record transactions related to payroll expense and the firm used certain reports produced by the service organization in its substantive testing. The firm did not test the completeness and accuracy of the data that the issuer submitted to the service organization. Although the firm obtained and read the service auditor's report it did not identify and test any necessary complementary user controls that were described in the service auditor's report. (AS 2301.08)
Financial statement audit only
AS 2301.8
2Long-Lived AssetsThe firm did not perform any procedures to test the additions made to long-lived assets during the year. (AS 2301.08)
Financial statement audit only
AS 2301.8

Issuer K2 deficiencies

#AreaDeficiencyStandardFlags
1Business CombinationsThe issuer recorded at fair value intangible assets that it acquired as part of a current-year business combination. The firm's approach for testing the fair value of one of the acquired intangible assets was to develop an independent estimate of the fair value using forecasted revenue growth rates produced by the issuer. The firm did not evaluate the reasonableness of these revenue growth rates. (AS 2501.24)
Financial statement audit only
AS 2501.24
2Business CombinationsThe issuer recorded at fair value intangible assets that it acquired as part of a current-year business combination. The firm's approach for testing the fair value of one of the acquired intangible assets was to develop an independent estimate of the fair value using forecasted revenue growth rates produced by the issuer. The firm did not perform any procedures to test the fair value of the other acquired intangible assets. (AS 2501.07)
Financial statement audit only
AS 2501.7

Issuer L1 deficiency

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for certain warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30)
Financial statement audit only
AS 2810.30

Issuer M1 deficiency

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and appropriately address that the issuer's accounting for warrants as equity was not in conformity with FASB ASC Topic 815. (AS 2810.30) Unrelated to our review the issuer reevaluated its accounting for these warrants and concluded that a material misstatement existed that had not been previously identified. The issuer subsequently corrected this misstatement in a restatement of its financial statements and the firm revised and reissued its report on the financial statements.
Financial statement audit only
AS 2810.30

Issuer N1 deficiency

#AreaDeficiencyStandardFlags
1RevenueThe issuer recognized a certain type of revenue based on the volume of product it delivered to its customers. The firm used volume data in its substantive testing of this revenue but did not perform any procedures to test or in the alternative identify and test any controls that addressed the accuracy and completeness of the volume data. (AS 1105.10)
Financial statement audit only
AS 1105.10

Issuer O1 deficiency

#AreaDeficiencyStandardFlags
1WarrantsDuring the audit the firm did not identify and evaluate the significance to the financial statements of a misstatement in certain required disclosures under FASB ASC Topic 820. (AS 2810.30 and .31)
Financial statement audit only
AS 2810.30