Products

Tax season 2020 personal tax checklists are available to help your clients get organized and submit all the information you need.  You can tailor these forms to add your letterhead and firm logo and you are ready to distribute to clients.

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

Included in this template are scoping tools to summarize which clients provide their financial statements to third parties as well as a classification by industry sector to identify an applicable basis of accounting.

Use our client communication package as a starting point to create your own firm templates.   If you don’t want to issue a formal document, extract the examples and include these in emails, surveys or file documentation templates.

Audit partners are required to demonstrate that they meet the IES(8) required skills competencies.  This is a one-hour CPD session with anIES(8) competency map to help you develop an action plan and implement these requirements into your firms control processes and related documentation.

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.

This bundle includes a Return to Work Policy Guide, a Staff Compliance Agreement and related PowerPoint presentation template that are designed for CPA Firms and can be amended to suit your Firm’s needs.

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 in this discount bundle package.