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Frequently Asked Questions

What is the best way to connect with Clearline Consulting to discuss our needs?

A free discovery call is the best way to move forward quickly.  Feel free to book that through this link.

What are the Firm requirements for completed engagement monitoring?

There are two ways to consider this requirement.  The first is the minimum requirement, which is one file per licensed partner reviewed every three years if you are an assurance firm, or every five years if you are a non-assurance firm.  The second is as a response to your quality management risks, which is having an external party review any number of your files by accounting framework, engagement type or by partner. The number of files and frequency of review under the second approach is determined by the Firm and the engagement monitor. Options may include a file for each partner each year focusing on compliance with standards and templates. Another option would be to have all new files to the firm reviewed or an engagement type or specific accounting framework that the firm does not use regularly. 

The takeaway is if you are doing more than the minimum, it is in response to your quality risks or as feedback to the Firm on the execution of engagements by partner.

I am a sole practitioner. Am I still required to execute annual monitoring?

Unfortunately, that answer is yes. The good news is that after you go through this the first time it shouldn’t take more than a half day or so. The purpose is to carve out some dedicated time reflect upon any changes in the profession, such as updates to the code of professional conduct or new or amended regulations or legislation, take a look at the firms workflows and ensure they are functioning as you expect and reflect on the documentation of engagements to ensure this is sufficient for external reviews.

How do I access my courses and products?

  • In the top right menu of the site, click ‘Login/Register’ 
  • Under the ‘Login’ section enter your email and password and click ‘Log In’
    • Returning clients can use their previous login and password
  • Click the green button ‘View My Courses’ to access your courses
  • Click ‘orders’ to access order history
  • Click ‘downloads’ to access documents associated with purchased products

Can I access past courses and products?

Past courses and products purchased prior to June 2024 are not available through the new online learning hub. Get universal access to all courses and products, video recordings, instant certificates and receipts purchased after June 2024 in the new online learning hub.

How do I access past invoices ?

  • In the top right menu of the site, click ‘Login/Register’ 
  • Click ‘orders’

How do I create a new account?

  • When you purchase a product or service you will be prompted to create an account OR in the top right menu of the site, click ‘Login/Register’ 
  • Under ‘Register’ add an email address and password and click ‘register’ to setup your account
  • Returning clients can use their previous login and password

How do I sign up for a live course?

  • Browse our library of upcoming courses in our online store. Add the session to your cart, which will prompt you to set up an account. 
  • Once purchased, all required materials will be available in your account, and you will receive an email with further instructions for attending the live course

 

How do I get access to on-demand courses and sessions?

  • Browse our library of on-demand courses and products in our online store. Add the session to your cart, which will prompt you to set up an account. Returning clients can use their previous login and password
  • Once purchased, all on-demand materials will be available in your account

How do I change my password?

If you have other questions or would like assistance, please contact Bridget directly.