The Member self-reported to CPABC that while a principal at an accounting firm, they had overall responsibility for the preparation of compilation engagement financial statements for a client from July 2021 to November 2023. The Member did not have the appropriate public practice licensing from CPABC. The Member represented this was due to an oversight.

The Investigation Committee determined the Member contravened the following:

Rule of the CPABC Code of Professional Conduct:

202.1 - Integrity and due care

Bylaws

700 (1) to (4) - Public Practice by CPA Members

The Investigation Committee recommended the Member to pay expenses of $894.