The Peer Review Readiness Toolkit is available now as a self-guided product. Three custom services return in 2027 following maternity leave - each begins with a conversation and is scoped to the firm.
Help for firms at every stage - getting through peer review, staying on top of quality management, and building toward what's next.
Everything here starts with a 30-minute fit call to make sure it's the right fit, then a package built around what the firm actually needs.
Whether a firm is preparing for an upcoming peer review or working through comments from one that didn't go as hoped, this is hands-on help getting the system where it needs to be.
Before the review: a structured look at documentation, risk assessment, and monitoring to confirm everything holds together. After the review: a clear, practical plan to address findings and remediate deficiencies without overhauling everything the firm has already built.
SQMS No. 1 monitoring isn't a once-a-year event - it's a rhythm the firm has to maintain. For firms that want to stay ahead of the work instead of facing an inspection crunch, this is recurring support to keep monitoring active, current, and documented throughout the year.
A regular touchpoint so there are no surprises when peer review comes around.
The profession is shifting. Firms built around historic, compliance-driven work are increasingly being asked to become forward-looking advisors.
In line with the AICPA's work on transforming firm business models, this is hands-on help making that shift deliberately - evaluating the firm's strategy, talent, technology, and service mix, and building a practical path from compliance-focused work toward higher-value advisory services.
Not an overnight change; a structured process scoped to the firm's goals and pace.
Every engagement begins with a free 30-minute conversation to understand where the firm is and where it wants to go.
From there, a package scoped to the firm's needs. These are bespoke engagements - not fixed products.
The Peer Review Readiness Toolkit is available now - a complete, self-guided system you can put to use immediately.
See the toolkitFirms and businesses have already begun working this way - references available on request.
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