Practice Review

As a self-regulating organization, CPABC has a mandate to maintain and improve the knowledge, skill and proficiency of its members, as well as protect the public.  One of the ways in which it fulfills this mandate is through a program of reviewing the practices of CPAs who are licensed to offer services to the public.

Overview of the Program

• The Practice Review Process
• Practice Review Guidelines ^{(PDF: Updated Feb 2021)}
• Practice Review Officers
• FAQs

Guidelines and Templates

• Firm Client List Template  ^{(XLS: Updated Oct 2024)}
• Action Plan Information

Firm Portal Upload Instructions

• Client List and Inspection File Upload Instructions  ^{(PDF: Added May 2024)}

Supervised Practice Requirements

• Supervisor
• Engagement Quality Review (EQR)

Publications

• 2024/25 Findings and Areas of Focus

Professional Development Courses (Free)

• Common Inspection Deficiencies in Practice Review: Assurance
• Common Inspection Deficiencies in Practice Review: Non Assurance
• Preparing for Practice Inspection