Guidance on Compliance

Find informative thinking, insights, resources and guidance on the accounting profession, including topics such as cybersecurity, fraud, wealth management, and the implications of Covid-19. We've compiled for you the latest and most relevant publications from CPA Ontario, CPA Canada and other professional organizations and standard setters.

Accounting, assurance and other related services


Audit engagements

Review engagements

Compilation engagements


Our suggested resources provide relevant information that addresses the global situation and the impact to the profession.

Financial reporting


Tax and other relief measures


Ethics and ethical behaviour are the foundation of the trusted work of accountancy.


Understand issues relating to charging and collecting fees as an accounting professional.

File retention

Successful management and retention of files is key to a successful practice.

Firm registration series

A series of articles that provide guidance on when a member is providing accounting services to the public, and would need to register a firm with CPA Ontario.

Other articles

Public accounting, taxation, wealth management and election guidance.

Succession planning

Planning well in advance of potential problems in your practice is crucial. Here are some things you need to know.

Contact us

Have a question? Our professional advisory services team are here to help. Advisors attempt to make first point of contact within 24 hours of receiving an inquiry.

Call: 416 204.3106 or 1 800 387.0735 x4456

Email us


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