Learn how to implement quality management systems and ensure compliance with CSQM and CSRS 4200 for non-assurance engagements. RECORDED September 25th, 2024.
** Note that this session was recorded on September 25th, 2024. The session and the material remain relevant if you are looking for guidance on how to execute annual monitoring under CSQM1 and quickly go through practice review deficiencies for compilation engagements. Note that this is not a compilation focused session.**
The new quality management standards, effective for non-assurance firms since December 14, 2023, are nearing their first anniversary. This milestone necessitates the completion and documentation of the firm’s annual monitoring. As this may be a new process for some, our session will navigate the intricacies of internal monitoring. We’ll also review practice deficiencies as noted in the application of the new compilation standards and collaborate on firm workflow solutions.
In this session we will cover considerations related to:
Upon purchase, the course material and session recording will be available to you through your online account.
Helping Firms Thrive and Survive
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.
Partner and co-founder of Clearline Consulting
Bridget has 20 years of experience in the accounting profession. Bridget is an assurance partner of Clearline CPA and co-founder of Clearline Consulting. Through these two diverse, however complimentary roles, her days are devoted to small and mid-size public practice firms and our clients. Bridget has many perspectives within the accounting profession. As an assurance partner, a past and present board member and a consultant working with CPABC, CPA Canada and 300+ small to mid-size firms throughout Canada. Bridget has authored and facilitated CPA courses for the profession for over 20 years and provides firm training and support in all areas of standards and regulatory compliance, practice management, quality management and file reviews.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
