Products

Clearline Consulting – Draft 2023 Personal Tax Checklists for your customization and use

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2024 T3 Trust Reporting Update. Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2024 T3 Trust Reporting Update. Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Firm resources to get the information you need to meeting compliance and documentation requirements related to revenue recognition.

Firm resources to get the information you need to meeting compliance and documentation requirements related to revenue recognition.

Firm resources to get the information you need to meeting the filing obligations for Trusts this coming year.

Update your firms Human Resources templates with draft job descriptions for the staff accountant, senior accountant and manager position in public practice.  All job descriptions are tied to the CPA Competency Map. 

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Firm resources to get the information you need to assess your Firm’s obligations under the Mandatory Reporting Regime.

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Partner PD Series this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Join us for Clearline Consulting’s 2023 Annual PD Sessions this Fall.  Sessions designed by partners for small and mid-size firms serving not-for-profit and private clients.  

Firm resources to assist in the compilation of forecasts and projections under AuG-16 efficiently.

Join us for up to 10 hours of verifiable CPD through our Partner PD Series – Compilation Stream

Join us for up to 14 hours of verifiable CPD through our Partner PD Series – Review Stream

Join us for up to 10 hours of verifiable CPD through our Partner PD Series – Compilation Stream

Summary of the tax measures announced in the 2023 Federal Budget

Firm resources to get the information you need to file the Underused Housing Tax Return and Election Form are available.

Resources for firms to assist with the new Underused Housing Tax requirement.

Completed engagement monitoring can highlight common deficiencies noted during practice review and give your suggestions for related documentation changes.

Common deficiencies noted during compliance reviews on the Implementation of CSRS 4200 – Compilation Engagements

Sample file documentation for the adoption of the amendment for redeemable shares issued in a tax planning arrangement.

This Caseware file provides you with checklists and template letters and reports for the execution of an AUP engagement for the Law Society of BC LSBC) Accountant’s Reports.

This guide will assist you with the presentation and disclosure requirements under the amended HB 3856 Financial Instrument standard as it relates to redeemable shares issued in a tax planning arrangement.

A sample CSRS 4400 engagement letter has been provided for your consideration and modification as necessary.  A subscription to PACT or PEG is required to purchase this product.

ASPE Guidance as it relates to the presentation of related party assets and liabilities and two sample waivers that provide file documentation to support long-term classification or related party liabilities is available.

Obtain Clearline Consulting’s newly available resources for CSRS 4200: Compilation Engagements – Not-for-Profit Considerations.

A modified version of the professional sample CSRS 4200 engagement letter has been provided for your consideration and modification as necessary.  A subscription to PACT or PEG is required to purchase this product.

This Caseware file provides you with checklists and template letters and reports for the execution of an AUP engagement for the BCFSA Brokerage Activity Reports (formerly Real Estate Counsel of BC Accountant’s Reports).

Obtain Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement Third Party Approval of Basis of Accounting.

Obtain Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement Sample Bases of Accounting.

ASPE Guidance as it relates to the presentation of related party assets and liabilities and two sample waivers that provide file documentation to support long-term classification or related party liabilities is available.

Obtain both of Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement in this discount bundle package.

Accounting for the CEBA is more complicated than you may expect.  Included in this template is detailed guidance for the appropriate accounting treatment for CEBA loans, including the forgivable portion of these loans, as well as useful memorandums and work papers to assist with audit and review engagement documentation.

The COVID-19: Workplace Staff Compliance Agreement is a template that you may tailor to suit your need that you can provide to your staff for their review and signature.

A sample engagement letter for CEWS applications, which can be easily modified for other COVID-19 related consultations.

Obtain all three of Clearline Consulting’s COVID-19 accounting and assurance guides, including the March 2021 updated financial reporting guide, in this discount bundle package.

This sample Mandatory Remote Work Policy can be included as part of your Firm’s employee policy handbook.