Our Services
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We assist you throughout the process to make it as painless as possible so you can focus on what is important to you, your clients.
We know how challenging it can be for CPAs in public practice to find practical verifiable CPD courses. ASK KSA PD courses are unique as they are informative, practical and engaging. Based on over 30 years experience, we provide courses that include practical application, illustrative guidance and real-life examples. ASK KSA courses are different.
Don't forget to check out our professional development courses.
Path to Implementation: CSQM 1
Design and implement your system of quality management and meet the requirements of CSQM 1 through our efficient workshop approach. We work with you every step of the way to save you time and provide peace of mind in getting it done (10+ CPD hours).
Audit Hot Topics
Strengthen quality in audit engagements by understanding current CAS hot topics, typical challenges faced in meeting requirements with guidance how to address them efficiently (2.0 CPD).
Compilation Hot Topics
Strengthen compilation engagements by understanding CSRS 4200 hot topics, the typical challenges faced in meeting requirements and how to address them efficiently (1.0 CPD).
Identifying and Assessing RMM (CAS 315)
Understand and implement the requirements of identifying and assessing the risk of material misstatement to perform effective and efficient audit engagements (1.5 CPD).
Researching and Resolving Issues
Being in public practice inevitably means you will encounter issues, a structured approach to researching and resolving issues will help to save time and be effective. (1.0 CPD).
Auditing Accounting Estimates (CAS 540)
Identify and implement the requirements of auditing accounting estimates and related disclosures in an effective and efficient manner (1.0 CPD).
The Power of Efficiency
It can be a challenge to get things done and the ability to find hidden moments throughout the day helps practitioners tackle their many competing priorities in practice (1.0 CPD).
Addressing Fraud Risk
Fraud happens in all types of organizations and it is important to appreciate the responsibilities related to fraud risk in order to respond and determine impact on engagement report (1.0 CPD).
Putting Ethics into Practice
Ethics is fundamental to being in public practice and it is important to understand concepts, have an ethical decision-making process and identify biases to strengthen your practice (1.0 CPD).
Strengthening Communications with Clients
We talk to our clients every day and strong communication skills helps to hold better client discussions, even those difficult ones (1.0 CPD).
Professional Skepticism and Critical Thinking
Develop critical thinking skills to maintain an attitude of professional skepticism in engagements (1.0 CPD).
Agreed Upon Procedures Engagements
Understand and appreciate the requirements of CSRS 4400, an engagement that may be an alternative in meeting your client’s requests (1.0 CPD).
Review Hot Topics
Strengthen review engagements by understanding current CSRE hot topics, typical challenges faced in meeting requirements and how to address them efficiently (1.0 CPD).
Performing Analytical Procedures
Appreciate the requirements of analytical procedures and how to incorporate preliminary, substantive and final analytics into audit engagements in an efficient manner (1.5 CPD).
Journal Entry Testing
Identify and implement the requirements of understanding, selecting and testing journal entries in an effective and efficient manner (1.5 CPD).
Efficient File Reviews
Develop an effective and efficient approach to performing file and working paper reviews on audit and other engagements (1.0 CPD).
Frequently Asked Questions
If you have a question that you cannot find the answer to, contact us and will provide a response.
We understand the many challenges of being in public practice with our over 30 years of experience. We offer practical advice and creative solutions to meeting the requirements of being in public practice. We understand the technical requirements and the importance of meeting them but have a realistic approach in doing so. We provide an independent and unbiased view to help you save time and achieve peace of mind. Working with us is like adding an experienced business advisor to your team. We also provide verifiable CPD training courses for CPAs in Canada. Our professional development courses are unique as they are practical.
There are many situations where an independent advisor may be used to help you save time. Standards are constantly changing and it is hard to keep up and that is where we come in. We have an established approach to help you meet the requirements. Your “internal” work is our “external” work, we get it done promptly and efficiently. An independent advisor who has “been there, done that” is be a valuable resource. I have the experience and ability to understand what is required to move to the next step which provides quicker resolution of issues. I also provide verifiable CPD courses for CPAs in public practice that are practical with tips and tools that you can use in your practice.
As an assurance partner of a national public accounting firm I acquired a strong technical background while at the same time, the soft skills required to deal with clients. I know what it is like to be your shoes. We have dealt with, and resolved, many unusual and complex issues related to both auditing and accounting . There are very few situations we have not encountered and we can help you with yours.
Practice inspections are a necessary aspect of our profession but they can take unnecessary time and energy, especially if the results are not what you expected. I know first-hand what it feels like to be subject to a practice inspection and have experienced the wide range of emotions that comes along with it. Throughout my career, I have been subject to many practice inspections and as a result I know how to navigate through the process, respond to findings and develop action plans for corrective actions so you are inspected in a normal timeframe.
In public practice, we often come across issues where we don’t immediately know the answer. That is the time to consult and how I can help save you time. Most likely, as a result of my over 30 years of experience, I know the action steps to take to resolve and issue. And, if I don’t, I have an extensive network of clients and past contact that I can reach out to.
Consultation and documentation of such consultations is an easy way to address quality. Often because a firm does not know who to turn to, firms do not consult when a complex situation, such as a complicated accounting issue that requires a lot of judgment, is encountered. An experienced advisor can provide an unbiased view of the facts to assist the firm in arriving at an appropriate decision.
We know the challenges faced in being in public practice and keeping up to date. We understand the nature of public practice, especially when it comes to auditing less complex entities. You have to follow the standards, yet we all know clients do not care what is documented in the engagement file, they just care about the valuable advice you can provide them. The challenge is meeting the standards to be effective but at the same time saving time to be efficient. We know that one of the answers lies in having a clear understanding of the standards and using tools and templates to meet the standards.
The AASB and CPA Canada are addressing issues faced in auditing less complex entities (LCE) and as I am member of a task force with both of these groups, I provide feedback on the challenges that SMPs face in auditing LCEs. Changes are coming.
No, my first objective is always to determine how I can help you save time and meet the requirements of being in public practice. I do have templates that I follow when performing monitoring or file inspections however, I recognize each situation is unique and therefore adapt and tailor reporting to meet the individual circumstances. I ensure I listen to you to understand your needs and deliver what you require. Any verifiable CPD course that is delivered in-house is always tailored to the firm’s requirements.
I am here to support CPAs in public practice. I have a customized approach and am willing to work with you in whatever capacity you need. I am happy to talk to you to determine what specific service you require and we will work with you to meet your goals and objectives. More often that not, I have an idea on action steps to resolve issues or challenge you are facing. We work together to find solutions.
My philosophy is to come up with a practical approach in everything I do. I know that clients do not care what is documented in files but we have to meet the standards. The ability to balance efficiency, doing the right amount of work, with effectiveness, doing the right work, is critical and always top of mind for me. Oh yeah, I love to have a lot of fun along the way.