A CPA firm’s peer review readiness starts with knowing whether it must enroll, what kind of review applies, and how that review fits the firm’s quality management system. This course gives partners and quality leaders a practical way to organize engagement files, show SQMS No. 1 evidence, anticipate report ratings, and respond with a corrective action plan that matches the facts on the ground. It is built for firms preparing for an AICPA peer review and focuses on decisions they must make before the reviewer arrives.
The course covers enrollment timing, review-year-end planning, and the line between System Review and Engagement Review based on a firm’s highest-level services. It also covers SQMS No. 1’s eight components, prepared-by-client materials, reviewer selection, findings and deficiency analysis, report ratings, and response letters with corrective actions.