SOQMA plain-language guide to quality management for sole practitioners

An informational resource, kept by an Edmonton CPA

Understand and satisfy your quality‑management obligations as a sole practitioner.

Everything I wish someone had told me when I started.

If your firm issues a compilation report, quality management is mandatory, not optional.1

Compiled and given away free.About this site

Where are you?

INot sure yetUnderstand your obligationsA few questions map your province and the engagements you do to the rules that actually apply to your firm.ReadIII need a planBuild your planA guided builder turns the requirements into your own SOQM, in plain language, kept here and ready when a review asks for it.BeginIIII already have a planHost and monitor itA free home for the plan you built, with monitoring when it falls due. The place your system keeps living.Soon
  1. 1CSRS 4200 ¶2, scope of compiled financial information.confirm
HomeUnderstandBuild your planAboutThe service

If you ever need an independent external reviewer for your monitoring, that is the one thing I offer as a paid engagement, described on a single page. Read about it

This is a free, independent, educational resource. It is not a practice review and not an assurance engagement, and it does not predict the outcome of a CPA provincial practice review. Responsibility for your system of quality management and its annual evaluation stays with firm leadership. CSQM 1 ¶53verify Paragraph references are to in-force CSQM 1 (Canada’s adoption of ISQM 1) and CSRS 4200, checked against CPA Canada and provincial-body guidance. Monitoring outside Alberta can carry a registration step with the local body, confirmed before engaging.

Made by an Edmonton CPA sole practitioner.

v1 scaffold
Search the source for “VERIFY” to clear every standards flag before launch. ¶38 / ¶39 confirmed; ¶36–42 and ¶53–54 flagged “verify”. Provisional copy, the face, the price, downloads, and the capture submit are stubbed. Build-your-plan and Host are v2 ambitions. The face, price, and capture appear only on The service; every other page points there.