CPA Firm - Human Resources - Job Descriptions tied to CPA Competency Map
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.
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Add to CartMandatory Disclosure Rules (Bill C-47) (Recorded)
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.
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Add to CartMandatory Disclosure Rules (MDR) - Firm Resources
Firm resources to get the information you need to assess your Firm’s obligations under the Mandatory Reporting Regime.
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Price: $229.00
Add to CartPartner PD Series-CSRS 4200 Compilation Engagements
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.
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Add to CartPay Transparency Act - What CPA Firms Need to Know
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.
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Add to CartPartner PD Series - What’s New and What’s Coming
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.
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Add to CartPartner PD Series - Audit Evidence and Sampling
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.
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Add to CartPartner PD Series - Audit Practice Management
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.
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Add to CartPartner PD Series - Fatal Flaws - ASPE and ASNPO
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.
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Add to CartPartner PD Series - CSRE 2400 Review Engagements
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.
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Add to CartPartner PD Series - CSRS 4200 Compilation Engagements
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.
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Add to CartPartner PD Series - Risk Mitigation in Public Practice
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.
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Add to CartPartner PD Series - Technology Tech Stack
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.
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Add to CartPartner PD Series - Tax Planning for the Coming Year
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.
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Add to CartEthics: Anti-Money Laundering - What CPA Firms Need to Know
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.
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Add to CartAdjusting Journal Entries: The Do’s and Don’ts
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.
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Add to CartPeople Management: Effectiveness of Constructive Feedback
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.
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Add to CartPeople Management: Doer to Manager (Part II)
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.
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Add to CartPeople Management: Doer to Manager (Part I)
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.
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Add to CartSR&ED Update - Helping Clients Identify Potential Claims
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.
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Add to CartUnderused Housing Tax Act (UHT) (Recorded)
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.
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Add to CartWhat’s New in Tax (2023 Tax Update)
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.
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Add to CartTrust Reporting (Bill C-32)
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.
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Add to CartIntergenerational Transfers (Bill C-208)
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.
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Add to CartCPA Canada Professional Resources Update – PEG and PACT – Assurance Firms
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.
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Add to CartQuality Management Annual Update Session – Assurance Firms
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.
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Add to CartCompilations (CSRS 4200): Common Deficiencies and Other Documentation Recommendations
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.
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Add to CartCSQM Quality Management Suite of Standards – Non-Assurance Firms
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.
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Add to CartCanadian Audit Standards (CAS) 2023 Update
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.
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Add to CartAccounting Standards for Private Enterprises – 2023 Update
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.
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Add to CartAccounting Standards for Not-for-Profit Organizations – 2023 Update
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.
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Add to CartAccounting Standards for Private Enterprises - Revenue Recognition
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.
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Add to CartFile Template for AuG-16 – Compilation of a Financial Forecast or Projection (“AuG-16”)
Firm resources to assist in the compilation of forecasts and projections under AuG-16 efficiently.
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Price: $379.00
Add to CartPartner PD Series - Audit Stream (up to 20 CPD Hours)
Join us for up to 10 hours of verifiable CPD through our Partner PD Series – Compilation Stream
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Price: $1,475.00
Add to CartPartner PD Series - Review Stream (up to 14 CPD Hours)
Join us for up to 14 hours of verifiable CPD through our Partner PD Series – Review Stream
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Price: $1,075.00
Add to CartPartner PD Series - Compilation Stream (up to 10 CPD Hours)
Join us for up to 10 hours of verifiable CPD through our Partner PD Series – Compilation Stream
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Price: $675.00
Add to CartSummary of Tax Measures Announced in the 2023 Federal Budget - FREE Download
Summary of the tax measures announced in the 2023 Federal Budget
Learn moreUnderused Housing Tax Return and Election Form Filing - Firm Resources
Firm resources to get the information you need to file the Underused Housing Tax Return and Election Form are available.
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Price: $279.00
Add to CartUnderused Housing Tax Filing - FREE General Information Session
Resources for firms to assist with the new Underused Housing Tax requirement.
Learn moreImplementation of CSRS 4200 Compilation Engagements - Engagement Monitoring
Completed engagement monitoring can highlight common deficiencies noted during practice review and give your suggestions for related documentation changes.
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Implementation of CSRS 4200 Compilation Engagements - Common Deficiencies
Common deficiencies noted during compliance reviews on the Implementation of CSRS 4200 – Compilation Engagements
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Price: $349.00 $279.00
Redeemable Shares - Sample Working Papers for File Documentation
Sample file documentation for the adoption of the amendment for redeemable shares issued in a tax planning arrangement.
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Checklists for Law Society of BC (LSBC) Real Estate Trust Accountant's Reports
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.
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Presentation and Disclosure of Redeemable Shares Issued in a Tax Planning Arrangement
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.
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Add to CartCSRS 4400: Agreed-upon Procedures Engagement Letter
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.
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Add to CartRedeemable Shares Waivers - ASPE File Documentation
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.
Learn morePrice: $59.00 $39.00
CSRS 4200: Compilation Engagements - Not-for-Profit Considerations
Obtain Clearline Consulting’s newly available resources for CSRS 4200: Compilation Engagements – Not-for-Profit Considerations.
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Add to CartCSRS 4200: Compilation Engagement Letter - Tailored
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.
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Add to CartChecklists for BCFSA (formerly RECBC) Real Estate Trust Accountant's Reports
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).
Learn morePrice: $699.00 $579.00
CSRS 4200: Compilation Engagements - Third Party Approval of Basis of Accounting
Obtain Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement Third Party Approval of Basis of Accounting.
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Add to CartCSRS 4200: Compilation Engagements - Sample Bases of Accounting
Obtain Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement Sample Bases of Accounting.
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Add to CartRelated Party Waivers - ASPE File Documentation
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.
Learn morePrice: $59.00 $39.00
CSRS 4200: Engagement Scoping and Client Communications Bundle
Obtain both of Clearline Consulting’s currently available resources for CSRS 4200: Compilation Engagement in this discount bundle package.
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Add to CartCEBA Accounting and Assurance File Documentation Templates
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.
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COVID-19: Workplace Staff Compliance Agreement
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.
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Client Engagement Letter for CEWS Application Assistance
A sample engagement letter for CEWS applications, which can be easily modified for other COVID-19 related consultations.
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COVID-19: Accounting & Assurance Bundle (2020)
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.
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CPA Firm - Mandatory Remote Work Policy
This sample Mandatory Remote Work Policy can be included as part of your Firm’s employee policy handbook.
Learn morePrice: $119.00 $79.00