Video coming soon
Design. Implement. Monitor: CSQM 1 in Action a Guided Workshop
Overview
The quality management standards will have an impact on your practice as you implement a risk-based approach to addressing quality management. You have to meet the requirements, so why not make it worthwhile and practical?
In this workshop, you fully design and implement your system of quality management in ONE DAY and are ready for monitoring, remediation and evaluation in the year following.
Most Canadian accounting firms are realizing that the effort required for implementation is in the neighborhood of 100-200 hours. This is probably time you don’t have.
This is why we created our “work with you” approach to help you get it done. You will be ready with three easy steps.
CSQM Ready in Three Easy Steps
Step 1: Design & Implement
✔️ Establish quality objectives
✔️ Identify and assess quality risks
✔️ Develop tailored policies and procedures
✔️ Use the pre-populated SQMT© database installed on your system, not in the cloud
Step 2: Monitor & Remediate
✔️ Learn monitoring policies and set up monitoring activities
✔️ Track and remediate deficiencies directly in SQMT
✔️ Stay inspection-ready with documented, ongoing monitoring
Step 3: Evaluate & Report
✔️ Perform your annual evaluation with ease
✔️ Document everything in SQMT with a repeatable process
✔️ Generate built-in reports to satisfy practice inspectors
If you have further questions about any aspect of our workshop approach, contact us by email.
Learning Objectives
By the end of this guided workshop, you will have a fully designed system of quality management that meets all the requirements of CSQM 1. This session will provide you with peace of mind and save you precious time. In addition, you will:
- Appreciate the requirements of the new standard and the impact on your Firm
- Identify and assess quality risks specific to your Firm and the engagement it performs
- Design risk responses, including specified responses
- Understand monitoring activities and establish your process for addressing deficiencies
- Develop an approach to evaluating your system of quality management
What makes this approach different:
- One-time fee. No ongoing subscription costs
- Step-by-step guidance at each stage
- Clear, concise reports that are easy to read and understand
- Fully populated SQMT tailored to your firm
- Practical and intuitive approach
- A proven methodology to save you 100's of hours. For practitioners, by practitioners
If you have questions, please contact us by email.
Course Content
Module 01
1.1 CSQM 1 and SQMT Overview
Module 02
1.2 SQMT Installation Files and User Guide
Module 03
2.1 SQMT Setup – Entering Firm Details
Module 04
2.2 SQMT Setup – Inputting System Roles
Module 05
2.3 SQMT Setup – Understanding External Linked Files Register
Module 06
2.4 SQMT Setup – Understanding Category and Drop-down Options
Module 07
2.5 SQMT Setup – Using the Glossary
Module 08
3.1 Quality Objectives Overview
Module 09
4.1 Risk Identification Preparation and tailoring Risk Register in SQMT
Module 10
5.1 Tailoring Policies and Procedures in SQMT
Module 11
6.1 Adding Monitoring Policies and Procedures and Populating the To Do List
Module 12
6.2 Next Steps Video
Module 13
6.3 Completed Monitoring Plan Example
Module 14
6.4 Evaluation Wording for SQMT
Module 15
7.1 Reports in SQMT
Module 16
7.2 What to send in for Practice Inspection