We are heading into year 4 of the new compilation standards. Check in time: Are your systems working? Have you documented requirements appropriately? Are you proactively managing risk?
It’s been a few years since the new compilation engagement standards came into effect and the first full year of CSQM1 requirements for non-assurance firms has now passed. Now’s the time to check in: Are your systems working? Have you documented continuance requirements appropriately? Are you proactively managing risk?
This session walks through firm examples, shares insights from practice inspections, and answers your questions on engagement documentation, independence threats, and workflow optimization. A practical session for firms looking to fine-tune their compilation processes and stay ahead of compliance expectations.
In this session, we will cover:
️Recorded: November 5, 2025
Clearline Consulting provides practitioners and their staff with the tools, training and advice they need to succeed and build thriving accounting firms. From tax compliance to estate planning, file monitoring to assisting with practice review, staff training to customized consulting solutions, our team exists to serve the needs of small to mid-sized public practice firms across Canada. Our collaborative, integrated approach means your firm has access to and support from knowledgeable practitioners who are in front of the ever-changing standards environment. Our core services include supporting firms with the implementation of the quality management standards, external file monitoring, services for accounting, assurance and taxation maters, provisions of templates and resources, practice management and risk mitigation consultations.
Assurance Partner at Clearline Consulting CPA
Bridget is a Partner at Clearline Consulting and Clearline CPA, boasting over 25 years of experience in the accounting industry, specializing in accounting, assurance, training, and facilitating professional development. Her career began at a mid-size accounting firm, where she was a lead in the audit and assurance practice for 12 years, also managing internal training and firm template development. Bridget has also contributed to the accounting and assurance education field through facilitation roles with the British Columbia Institute of Technology and the Chartered Professional Accountants professional development programs. Transitioning from public practice, Bridget served as a professional standards advisor at CPABC, supporting practitioners with professional standards, regulatory requirements, and navigating legal and ethical issues. Her contributions extended to serving on various national task forces and committees, showcasing her dedication to advancing the profession. Identifying a gap in the market, Bridget co-founded Clearline Consulting. For over ten years, she has been instrumental in guiding practitioners across Canada. Her work involves monitoring, consulting services, and facilitating professional development courses, significantly impacting small and mid-size firms. Bridget’s extensive involvement with CPA Canada task forces, committees, and ongoing relationships with provincial CPA bodies highlights her commitment to enhancing the CPA profession. She continues to empower CPA firms and practitioners with essential skills in technical competencies, professional development, regulatory compliance, and practice management.
