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Quality Assurance Manual (QAM)

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Quality Assurance Manual (QAM) - This product is available in the following media types: Internet Collection

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The Quality Assurance Manual (QAM) is a comprehensive resource designed to help firms comply with Canadian quality control standards (CSQC 1 and CAS 220) and develop and document their own policy manuals and systems of control. QAM includes sample quality assurance manuals, commentary and guidance on quality control objectives and Word files for customizing the sample manuals and practice aids – letters, forms and worksheets.

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Quality Assurance Manual (QAM) includes access to the following title(s):

ItemItem no.PriceQuantity
Internet CollectionAnnual Internet Subscription   
Initial Office License (5 users)
Additional User License (1 user)
add to cart   
Prices may change without notice. User license policies

Make quality a priority in your firm with the Quality Assurance Manual

Designed to help firms comply with the specific requirements of the quality control standards and develop and document their own policy manuals and systems of quality control, the comprehensive Quality Assurance Manual (QAM) includes:

  • Sample Quality Assurance Manuals — Four sample manuals — Sole Practitioner with No Staff; Sole Practitioner with Staff; Small or Medium-Size Partnership; and Partnership with Audits of Listed Entities/Reporting Issuers — with sample policies and procedures, cross-references to the standards and highlighted optional ‘best practice’ policies.
  • Commentary and Guidance — comprehensive chapters including commentary on each sample policy, the quality control objectives, risks and strategies, independence and ethics and the roles and responsibilities of the firm’s leaders. This year, there is a new chapter providing an overview of the revised quality management standards expected to become effective December 2022.
  • Templates (Microsoft Word) — includes Word files of the sample manuals and supporting worksheets, report layouts, engagement letters and other practice aids that can help your firm design, implement and maintain a firm-specific system of quality control.

QAM will help your firm:

  • Understand the requirements of CSQC 1 and CAS 220
  • Develop a customized Quality Assurance Manual for your firm
  • Assign leadership roles
  • Document your firm’s ongoing compliance with its quality control policies
  • Organize, perform and prepare monitors’ reports for:
    −ongoing policy monitoring (OPM)
    −completed file monitoring (CFM)
  • Continually improve your firm’s system of quality control

Your complete package for developing and implementing a firm-specific quality assurance manual and system of quality control for your practice

Table of Contents

    A System of Quality Control
    Commitment to Quality Work
    Leadership and Culture
    Relevant Ethical Requirements
    Client Acceptance/Continuance
    Human Resources
    Engagement Performance
    The Need to Consult
    Engagement Quality Control Reviews
    Differences of Opinion
    Engagement Documentation
    Complaints and Allegations
    Listed Entities/Reporting Issuers
    Summary of Possible Compliance Documentation
    Summary of Common Engagement File Deficiencies
    Overview of the Revised Quality Management Standards


Timely updates of this service keep you current with new requirements, best practices and cost-effective strategies for managing your firm’s quality control policies and procedures.

PLEASE NOTE: Existing subscribers to QAM do not need to re-order each year. The new edition will be sent/updated automatically when it is available.

More helpful resources for your practice

The Professional Engagement Guide (PEG)
Practice management, advisory, compilation and tax Guide (PACT)
The CAS Proficiency Series
Quality Assurance Manual (QAM) – Non-members
Model Financial Statements – Private Enterprises
Model Financial Statements – Private Sector NFPO
Model Financial Statements – IFRS

Publication Date: updated regularly

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