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Professional engagement guide (PEG)

Your essential resource for performing high quality engagements. Arm yourself with PEG to consistently apply the professional standards, featuring four core areas of support – strategic guidance, step-by-step methodology, relevant case studies and timely practice aids.

The Professional Engagement Guide (PEG) provides comprehensive, practical, step-by-step guidance to help you and your staff perform assurance and compilation engagements relating primarily to small and medium-sized entities.

PEG WILL HELP YOU:

  • conduct high-quality, cost-effective assurance and compilation engagements in compliance with professional standards
  • inform, educate and train professional accountants and students
  • better serve the public interest

WHAT’S INCLUDED

PEG delivers:

  • step-by-step approaches to completing audit, review and compilation engagements that address the key requirements and concepts in the professional standards
  • practical guidance and illustrations that will help you comply with the Canadian Auditing Standards (CAS) and Other Canadian Standards (OCS) in the CPA Canada Handbook – Assurance
  • illustrative case studies (including detailed sample completed forms) outlining how the elements of the audit and review process can be documented in practice
  • customizable engagement forms, checklists and sample letters in Word or Excel format to help you ensure engagement completeness and consistency in your work
  • PDFs of the publications:
    • Model Financial Statements – Private Enterprises
    • Model Financial Statements – Private sector NFPOs
  • references and links to the relevant standards in the CPA Canada Handbook – Assurance and other CPA Canada publications

Additionally, subscribers receive access to the PEG Resource Centre on Knotia.ca, which contains valuable links, tools and resources for practitioners.

PACT: A NEW RESOURCE FOR SMPS

Developed with the needs of small and medium-sized practitioners in mind, PACT consists of resources on topics related to practice management, advisory, compilations and tax.