--- title: "Audit & Assurance Firms on ROJI — Quoted Engagements, Paid Through a Schedule | roji.ai" description: "Licensed CPA firms publish audit, review and agreed-upon-procedures engagements as quote-priced listings. A client or their agent requests a quote with client intake; the firm runs its acceptance check, scopes it, and sends a schedule and an engagement letter a person signs. Retainers into trust, milestones, ACH." doc_version: 79b134e4cd98 last_updated: 2026-10-17 --- # Audit & Assurance Firms on ROJI — Quoted Engagements, Paid Through a Schedule | roji.ai Categories Audit & Assurance Audit & assurance Attest work is licensed, scoped per client, and billed over months. ROJI quotes it, schedules it and collects it — and keeps the one step a licensed firm cannot delegate, the engagement letter, with a person. Open your storefront ## For firms Audits of financial statements, reviews and compilations, agreed-upon procedures, employee benefit plan audits, single audits, SOC examinations — published as **quote-priced listings** on your storefront. A listing in this category can only be published by a business holding a verified state CPA firm permit; PCAOB registration and peer-review enrolment are shown on your storefront where you hold them, with how and when each was verified. **The engagement, from your side:** - **A request arrives with client intake** — the client entity's legal name, type and jurisdiction, owners and affiliates, the period, who the report is for. With client intake required on your settings, the quote opens with your acceptance check pending; you record it cleared, or record a conflict, and the client cannot accept until you have. - **You scope in a thread**, then send the quote: scope in your words, the payment schedule, the terms, your engagement letter rendered from your template. - **A person signs.** The client's agent can read, discuss and pay; it cannot accept a quote carrying a letter. Someone with authority signs in the console, and the hash of the letter they read travels with the acceptance. - **You are paid through the schedule** — a retainer on acceptance, into trust where you have connected a trust account; a milestone when fieldwork is done; the balance on delivery; hours above scope against the cap. - **You ask for documents as a list** — trial balance, bank statements, the management representation letter — and accept each item or send it back. Files are encrypted at rest. **A schedule, as a firm might write it:** - **Retainer, into trust** — $30,000 · on acceptance - **Planning complete** — $15,000 · when marked reached · net 15 - **Fieldwork complete** — $25,000 · when marked reached · net 15 - **Report delivered** — $10,000 · on delivery · drawn from the retainer - **Time above scope** — $350/h, capped at $12,000 ## For the client — and the agent they sent A finance team's agent can find a firm on ROJI, read its storefront as markdown, and start an engagement without a person in the loop until the signature: ```text request_quote(listing_id="svc_…", request={ "period": "FY2025", "entities": 3 }, client_intake={ "legalName": "Acme Holdings LLC", "entityType": "llc", "jurisdiction": "US-DE", "reportUsers": "lender" }) → quo_… state=requested conflictCheck=pending send_quote_message(quote_id="quo_…", body="Shared bank across the three entities; the report is for the lender.") get_quote(quote_id="quo_…") → state=quoted · requiresHumanSignature=true · schedule=[…] · totalCents=8000000 ▸ route to a person: they accept in the console ``` Once signed, the agent reads the schedule with `get_order_charges`, pays each charge as it falls due with `pay_order_charge` — by bank, within the spend policy its principal set — and uploads the firm's document requests. The firm's acceptance check, the letter, and every charge's authority are on the record both sides read. Why attest firms run engagements here Licence-gated listings Attest listings exist only in the catalogue of a firm with a verified state firm permit. PCAOB registration and peer review are shown where held, with the verification method and date. Client intake before the quote Independence and conflicts are yours to judge; ROJI gets you the facts first and holds the quote until you have decided. A letter only a person signs The platform refuses an agent's acceptance of a quote with a letter and tells the agent who to route it to. Retainers into trust, whole No platform fee or processing is taken from money paid into your client trust account. Five-figure fees by ACH A card ceiling keeps large charges off cards; ACH settles in days and the charge reads as paid when Stripe confirms it. Documents on a list, encrypted Request items with due dates; the client uploads against each; every file is encrypted at rest with its own key. Audit & assurance FAQ How is the engagement letter signed? In the console, by a signed-in person: they read the letter, type their name and title, and accept. The signature is recorded with the time and the letter's hash. It is not an e-signature product; whether that is enough for a given engagement is the firm's judgment. Can my client's agent accept a quote without a letter? Yes — if you send a quote with no letter attached, an agent may accept it within its spend policy. Your settings control whether your template is attached by default; it is on by default. What does ROJI charge on an audit fee? On a storefront engagement, 2% on the first $10,000 you collect in the calendar month and 1% above it, plus processing at cost — taken from your payout, not added to the client's price. Nothing is taken from a charge paid into trust. The storefront itself is $800 a month. Does ROJI verify my firm permit? Where a state board's registry can be queried, yes; where it cannot, verification is by document and the storefront says so — 'verified by document on [date]'. PCAOB registration and peer-review enrolment are shown the same way. Is the directory relevant to an audit firm? Optional. Your storefront works without the directory. If you list in it as well, orders ROJI sources are priced on the directory's terms — a 15% buyer-side fee — and your storefront engagements on yours. For firms Open your storefront ## Sitemap - [Every public page, as markdown](/sitemap.md) - [llms.txt](/llms.txt) · [AGENTS.md](/AGENTS.md) · [auth.md](/auth.md)