The overall objective of the Member & Practice Advisory Service is to encourage and assist members, on a voluntary and confidential basis, to maintain quality professional standards. This service is available to help all members, regardless of the activity you are involved in (such as: industry, public practice, or retirement). Students can call regarding ethical matters.
The scope of matters that Advisors can assist you with covers:
- The CPA Code of Professional Conduct, Bylaws and Regulations of CPA Ontario (CPA Ontario's Member's Handbook);
- CPA Canada Handbook (Accounting & Assurance Standards); and
- Various other practice management issues or related concerns (for members currently in or contemplating providing services to the public)
Please note advisors will not be able to provide you with either tax or legal advice.
In summary, the Member & Practice Advisory Service consists of:
- Free, short-duration, confidential telephone consultations, to provide members with a source of objective and thoughtful feedback on matters encountered at work or in practice.
- Discussions that may include accounting, assurance and reporting issues, practice management problems or other related concerns.
- Member /practice advisors helping practitioners identify issues and potential solutions. Feedback is general in nature as the advisor may not have all the necessary information.
Please note the assistance provided is not an opinion and is not binding on CPA Ontario.
By accessing this service, you accept responsibility for conducting your own due diligence and making your own decisions after exercising professional judgment, and you agree to release and indemnify CPA Ontario and Practice Advisors for any claim to damages that could result based on your discussion.
Call 416 962.1841 ext 4456 or 1 800 387.0735 ext 4456 or email Member & Practice Advisory.
For complex matters (which Advisors are unable to help with) or if you would like a formal opinion you can consider the following:
- Obtaining a formal, written opinion on technical standards related matters from another member (e.g. your firm's monitor), or another firm.
- Making a written request to the Professional Conduct Committee for information and guidance on specific fact situations regarding ethical matters.