Business meeting with charts and graphs.

Tailored Consulting for Firms

As a CPA with deep experience in audit quality, I provide tailored consulting services that strengthen your firm’s ability to meet today’s audit compliance help needs. My approach is hands-on and practical, always aligned with your firm’s goals and capacity.

Comprehensive CPA Consulting Services

Quality Management Standards Implementation

I deliver a turnkey solution that includes a two- to three-day onsite evaluation, risk assessments, gap analysis, and full documentation to meet AICPA’s Quality Management Standards Nos. 1 and 2. This ensures complete compliance and effective quality risk analysis for your firm.

Inspection and Monitoring Procedures - Outsource It

If your firm performs attest engagements, you’re required to conduct internal inspections. With the new SQMS standards, inspections and monitoring is now required every year with the possible exception of the Engagement Performance element in your peer review year.  I offer independent, third-party inspection services that fulfill the AICPA’s monitoring element. Performing peer reviews and inspections since 1989, along with a network of experience specialists, provides your firm with the resources to outsource this tedious and time-consuming function.  Spend more time doing what you do best.

Peer Review Assistance and Independence Training

I assist with peer review response letters, deficiency analysis, and root cause evaluations. I also offer training on independence and AICPA ethics interpretation 1.295 to support your firm’s long-term compliance through peer review support.

Begin Consultation With Confidence

Every service I offer is focused on reducing complexity and providing your firm with sustainable, long-term solutions. Contact me today to schedule a consultation and discuss how we can improve your firm’s audit compliance and peer review readiness.