CSQM 1 Implementation Workshop

Fast-track your CSQM 1 implementation, with a proven system.

A complete "done with you" approach to get your Firm 100% ready for the CSQM 1 Standard changes.

You’ll get done what would have taken your team 100+ working hours to accomplish.

The Approach

The new quality management standards are expected to have a significant impact on your practice as you implement a risk-based approach to addressing quality management.  

In this highly interactive series of workshops, you fully design and implement your system of quality management in ONE DAY and are ready for monitoring, remediation and evaluation in the year following.

With the changes, and related requirements, most Canadian accounting firms are realizing that the effort required for implementation is in the neighborhood of 100-200 hours. 

This is why we created our System of Quality Management Toolkit (SQMT) and "work with you" approach. You will be ready with three easy steps.

 

CSQM Ready in Three Easy Steps

CSQM - Process Banner

1. Pre-Workshop Preparation

The pre-workshop session includes a recorded overview session of the quality management standards. You will also receive your SQM Toolkit Database (SQMT), along with guidance on the risk identification activity to prepare for the in-person workshop.

2. Live In-Person Virtual Workshop 

This is a full day live event where together we fully designing your system of quality management by the end of the day. We start by finalizing and assessing quality risks. These risks are linked to the quality objectives. Finally, we develop risk responses that that are appropriate for your firm. Throughout the day, we tailor the content library included in the SQMT to the specific nature and circumstances of your firm. You will be ready for final implementation steps and have a clear path forward.

3. Post-Workshop Follow Up & Support

We know you will still have questions. The Post-Workshop Follow Up is another live interactive half-day session to provide further guidance and tips on monitoring and remediation activities and evaluating your SQM in the year following. As well it is an opportunity for you to ask questions that have arisen over the past months as you implemented your SQM.

Extra bonus... the workshop counts towards 15 hours of verifiable CPD (including your 4 hours of Ethics!!)

 

The SQM Toolkit Database

Each firm receives a lifetime license to SQM Toolkit Database (SQMT). This Toolkit facilitates every step of the process to easily design and implement your system of quality management, meet the documentation requirements, and track monitoring and remediation activities. Everything, all in one place

SQMT includes quality objectives, a robust list of potential quality risks and a full library of policies and procedures to provide a solid foundation and leg-up in developing your system of quality management. The content of SQMT is fully tailorable to meet the unique nature and circumstances of your firm. And, SQMT includes monitoring, remediation and evaluating activities to save you time now, and in the future. 

For practitioners, by practitioners.

SQMT Main Page Screenshot
QMS 2

Unlock your $1,000 discount!
Use code "CSQMNOW" at checkout.

Workshop FAQs

Who is this workshop for?

  • Any firm that provides audit, review or compilation engagements and must meet the requirements of CSQM 1.
  • Small- to mid-sized practitioners (SMPs) who want to implement the requirements efficiently and effectively to save time now, and in the future.
  • SMPs who do not have an extra 100 hours available.
  • Practitioners who do not want to wade through a multitude of forms.
  • Firm leaders who are accountable for their system of quality management.

When and where are the CSQM workshops?

Workshops are being held throughout 2023. Dates are detailed at the bottom of this page.   

Additional Information:

  • Each workshop session is limited to no more than 12 firms for a true interactive experience. 
  • Each sign up allows two participants from your firm to attend. 
  • The follow up Post-Workshop Session is included. No additional fees.
  • One time license fee for SQMT. No ongoing fees. 
  • Love it or leave it guarantee. We are so confident in our approach that if, after doing the pre-course work and spending a day with us at the workshop, you don't feel it was worth 10x your investment, we will refund your money. 

How is this different than other products available?

  • Other systems are self-directed and confusing to implement. We work with you to get it done.
  • The interactive workshop allows you to ask questions real-time and provides an opportunity to connect with fellow practitioners and learn how they are dealing with the same challenges you are facing.
  • Many alternative systems are new to the market, while ours has been executed for many firms and refined with their feedback. A proven methodology to save you 100's of hours.
  • This is a fully tailorable data base that is simple and easy to use.
  • We've heard that other tools and templates are tricky to navigate and are overwhelming, We designed SQMT to be intuitive and practical. For practitioners, by practitioners
  • Ours is not a paper based system that is challenging to navigate, complete and implement. Everything in one spot to save you time. Everything in one place, not a multitude of forms to complete
  • This system will prove of value to your firm and not just a standards compliance exercise

Unlock $1,000 in savings.
Use "CSQMNOW"

at checkout.

Meet the Facilitator

KA-21-576x384-1

Hi, I'm Kirsten, founder of ASK KSA Consulting. I help firms save time and achieve peace of mind in meeting the requirements of being in public practice.

We developed this system to help practitioners design their system of quality management in a fraction of the time it might otherwise take. We know you are busy and we are here to support you so you are compliant by the effective date. We help you be fully prepared not only for this year but well into the future.

 

Signature

Kirsten S. Albo, FCPA, FCA

What past participants are saying . . . 

QMS 2

I knew I was going to have trouble reading and interpreting the Standards and designing appropriate responses for implementation, but I was a little hesitant to pay for this workshop.

I’m glad I did because it provided me with necessary understanding and implementation tools. The cost was completely alleviated by opportunity cost analysis. It is a very valuable tool for assurance firms and I would recommend it to anyone!

- Ryan Rawluk  (Rawluk & Robert CPAs )

QMS 2

I was worried that the time involved in creating a system of quality management from scratch would have made it impossible for our firm to do, so I had no hesitation about participating in this workshop. I was happy for the assistance as I had no idea where to even start on my own.

We now have a SQM designed and ready to be implemented! It was well worth the cost in the many hours it’s saved, and I am clear on what is needed for our SQM moving forward. It was an excellent presentation that designed our SQM in ONE DAY!!

- Dean Jenkyns (Jenkyns Smith CPA LLP)

QMS 2

I didn’t have the time or the knowledge of necessary criteria to implement CSQM 1 on my own. Being able to attend a workshop that had everything organized with concise information and finish with a completed SQM was invaluable.

Kirsten helped us tailor our SQM to the firm’s particular circumstances. This excellent workshop was an absolute time saver and allows me to continue concentrating on my work without stressing about getting it completed.

- Todd Thornton (Thornton & Co LLP)

Virtual Workshop Dates