Business meeting with charts and calculator.

Expert Peer Review Support

Responding to peer review findings can be overwhelming. I support CPA firms by helping them respond to findings and draft effective, efficient and compliant responses. I also perform root cause analysis to ensure you not only address deficiencies but also strengthen your systems long-term, making the peer review process more manageable.

Professional Training Services Offered

My training services include sessions on independence and ethics under AICPA Interpretation 1.295, helping your team remain current and compliant. I aim to build confidence through education while ensuring your team understands how to meet regulatory expectations. Training your professional staff on the firm’s quality management policies and procedures (including independence matters) is required under the new management standards. My training courses can ease the burden of these new requirements.

Training and Support Details

  • Assistance with peer review responses
  • Root cause analysis support
  • Ethics and independence training courses
  • Enhanced readiness for peer reviews
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Support Your Team’s Readiness

Book a peer review assistance consultation or register your team for training sessions with me to ensure your firm is fully prepared and compliant.