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Advisory Services

Advisory Services

Confidential guidance to help you maintain quality professional standards

Thoughtful Consultation from Professionals

CPA Ontario Advisors can help all members interpret the CPA Code of Professional Conduct and other bylaws and regulations contained in the CPA Ontario Member's Handbook, technical standards contained in CPA Canada's accounting and assurance handbooks, as well as provide guidance regarding various practice management issues for members in public accounting firms.

Advisory Services

The overall objective of CPA Ontario's Advisory Services is to encourage and assist CPA Ontario members, on a voluntary and confidential basis, to maintain quality professional standards. This service is available to help all members, regardless of the activity they are involved in (such as: industry, public practice, or retirement). Students can also contact CPA Ontario regarding ethical matters.


Scope

The scope of matters that advisors can assist you with covers:

  • The CPA Code of Professional Conduct and other bylaws and regulations (CPA Ontario's Member's Handbook)
  • CPA Canada Handbook (Accounting and Assurance)
  • Various practice management issues or related concerns (for members currently in public practice or contemplating providing services to the public)

In summary, CPA Ontario's Advisory Services 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 and practice advisors helping practitioners identify issues and potential solutions. Feedback is general in nature as the advisor may not have all the necessary information.


Advice on Complex Matters

For complex matters that 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 quality control monitor), or another firm.
  • Making a written request for information and guidance on specific fact situations regarding ethical matters.


Disclaimer

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.

Advisory Services is not permitted to comment on any legal matters.


Contact

To access Advisory Services, call 416 962.1841 x4456 or 1 800 387.0735 x4456 or email Advisory Services at practiceadvisory@cpaontario.ca.

Additional Services


Practice Listing Service

The Practice Listing Service is available to members interested in buying or selling a public accounting practice or entering into a succession or merger arrangement.

To list a practice or opportunity you can place an ad online and/or have CPA Ontario maintain a registry of interested parties. Potential sellers receive information pertaining to potential buyers in their geographic area.

Fees:

Online listing for one month $75 + HST
Each additional month $25 + HST/month
CPA Ontario registry for one year $100 + HST/year
Combination: Online listing for one month + CPA Ontario registry for one year $150 + HST ($25 + HST/month for each additional month should you choose to renew)

Time period runs from the date the payment is processed. For renewals, payment must be received by the last day of the month preceding the renewal, otherwise the listing will be removed from the web site.

For further information and to register, contact Advisory Services

Questions?

Contact Advisory Services .

Current Practice Listing

Practice for Sale - P432591 Learn more
Practice for Sale - P432827 Learn more

Emergency Professional Assistance Listing

If you are sick or injured and are unable to work, CPA Ontario maintains a listing of members interested in assisting fellow practitioners in an emergency situation where practice continuation arrangements are not in place.

Please note that CPA Ontario does not conduct any due diligence on the suitability of members on the Emergency Professional Assistance Listing (EPAL). Should you retain a member on the EPAL, you do so at your own risk and cost. CPA Ontario accepts no responsibility for the actions or omissions of any members on the EPAL.

Email the Advisory Services or call 416 962.1841 x. 4456 or 1 800.387.0735 x. 4456.