Is your firms practice inspection coming up this year? Have you already received the Letters from your Provincial Institute advising you of your firms upcoming Practice Inspection?
If so, we are here to help in many ways!
a. Review your firms files and financial statements and ensure that they meet or exceed all of the current Provincial and Canada wide standards;
b. Ensure your Quality Assurance Manual (QAM) is current and up to date;
c. Perform your firms required External Policy and/or External Statement and File reviews if you have not already had this completed for you.
David M. Orbst, HBBA, Chartered Professional Accountant, Licensed Public Accountant.