Practice Management

Accountant's Handbook of Fraud Prevention and Detection, The

Canada’s foremost strategic fraud prevention and management guide, designed to help manage the risk of fraud, deal with suspected fraud, and protect against liability exposure.

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Bank Confirmation Forms - Electronic Format

Templates available for Windows, or Wordperfect — One time licence fee, easy to use or modify, save time and ensure quality.

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Business Matters - Newsletter

A dynamic marketing tool to help your practice communicate with clients on a regular basis while providing them with practical information, the Business Matters newsletter covers pertinent topics such as taxation, technology, general management, insurance, investments, legal matters, and human resources.

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Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises, The

The Canadian Privacy and Data Security Toolkit for Small and Medium Enterprises provides practical information that will aid in complying with Canadian privacy legislation. Featuring a foreword by the Privacy Commissioner of Canada and an introduction by the Information and Privacy Commissioner of Ontario, it outlines the privacy issues faced by organizations in today's world of high-speed communication and massive data gathering.

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Canadian Professional Engagement Manual (C•PEM), 2013 - Members

Now available!

Canadian Professional Engagement Manual contains practical guidance on the key requirements and concepts in the professional standards and provides a comprehensive road map to performing effective and efficient engagements in Canada today

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Canadian Professional Engagement Manual (C•PEM), 2013 - Non-members

Now available!

Canadian Professional Engagement Manual contains practical guidance on the key requirements and concepts in the professional standards and provides a comprehensive road map to performing effective and efficient engagements in Canada today

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Cash Management Toolkit for Small & Medium Businesses

The Cash Management Toolkit for Small & Medium Businesses guides business owners step-by-step through the entire cash management process, including funds coming in, funds going out, and the planning, control and measurement of the funds themselves.

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CPA Canada C•PEM Electronic Templates

Exclusively for subscribers to C•PEM

The C•PEM sample forms and engagement letters in Word and Excel formats can be tailored to meet the known facts and circumstances of the specific engagement. Along with the Canadian Professional Engagement Manual (C•PEM), these sample practice aids help to ensure work is carried out with a consistent level of quality that is in accordance with professional standards and the firm’s policies and procedures. Completely updated for the new Canadian Auditing Standards (CAS).

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Estate Planning Toolkit for Business Owners, The

Written in clear, easy-to-understand language, The Estate Planning Toolkit for Business Owners is designed to help Canadian business owners build a successful estate plan and access the many estate planning alternatives, services and solutions available in the formal marketplace.

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Family Trust Guide, The

The Family Trust Guide is designed to introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning — the family trust.

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Financing Toolkit for Small & Medium Businesses, The

A roadmap to business financing success, The Financing Toolkit for Small & Medium Businesses helps business owners and managers access the many financing alternatives, services and solutions available in the formal marketplace, including: where to go for financing, how to structure a deal and how to avoid the pitfalls.

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Marketing Professional Services

Marketing Professional Services is designed to help the sole practitioner and small to medium firms develop a viable strategic marketing plan.

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Model Agreements, Resolutions and Contracts

A practical collection of more than 300 sample agreements, resolutions and commercial contracts designed to assist financial professionals in both industry and public practice, who need straightforward sample agreements or other documents to meet a variety of commercial, corporate, tax and other business needs.

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Personal Automobile Log, The

Updated to reflect the revised CRA Administrative Policy, The Personal Automobile Log is designed to help those who use either their own or a leased automobile for business purposes keep complete and accurate records to support their automobile expense claims.

Personalization available only until September 27, 2013!
Personalize the cover of The Personal Automobile Log with the name and contact information of your firm.*

Sold in multiples of 50. Prices displayed include shipping and handling.

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Personal Tax Planner Guide 2013-2014, The

The Personal Tax Planner Guide is a practical marketing tool for your firm to distribute to new and prospective clients. It provides clients with pertinent tax planning strategies for the current tax year.

Personalization available only until September 27, 2013. Order today – shipping in October!
Personalize the cover of The Personal Tax Planner Guide with the name and contact information of your firm.*

Sold in multiples of 25. Price displayed includes shipping and handling.

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Professional Services Checklist Collection

With over 140 ready-to-use checklists, the Professional Services Checklist Collection is designed to assist you in preparing or reviewing common commercial business transactions as well as tax and financial planning engagements.

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Promoting Your Talent —A Guide for Women and their Firms

Issued by the Work/Life and Women's Initiatives Executive Committee, Promoting Your Talent discusses women’s advancement from various points of view: from outlining the business case for the managing partner to a primer of flexible work arrangements for the human resources manager to sound career advice for the aspiring accountant.

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Quality Assurance Manual (QAM) - Members

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) - Non-members

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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Registered Charities Guide, The

A valuable practice tool for advising your clients, the Registered Charities Guide provides an introduction to registered charities in Canada and the rules that govern them.

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Strategy and Planning Toolkit for Small and Medium Businesses

Does your business have an effective business strategy and execution plan in place?

The Strategy and Planning Toolkit for Small and Medium Businesses is designed to provide business owners with quick access to the valuable tools they need to help both craft the right strategy for their business, and oversee its effective execution. In just over 100 pages, this practical toolkit provides a structured step-by-step process for building a comprehensive business strategy, including hands-on tools and techniques, descriptive charts and relevant tips. No business owner should be without this informative toolkit!

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Succession Planning Toolkit for Business Owners

Succession planning is the process of exploring your options so you can protect the value of your hard-earned business investment and choose the right exit strategy that makes sense for you, your business and your family. Whether you want to keep the business in the family or harvest the proceeds and move on, succession is a process that requires thought, planning and time to arrange and implement. Succession Planning Toolkit for Business Owners will give you the information and tools you need to help put your succession plans into action.

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Succession Planning Toolkit for CAs

The Succession Planning Toolkit — a unique planning resource for accounting practitioners

As a Chartered Accountant you often advise your clients on succession planning issues. Now it's time to get some advice yourself on charting the best path for your accounting practice.

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Tax Planning Using Family Trusts, 3rd Edition

Both a self-study program and comprehensive information resource, Tax Planning Using Family Trusts is designed to help accountants and other professionals involved with trusts by presenting the concepts behind the taxation of trusts in Canada and demonstrating their uses in tax planning through discussion as well as methodology.

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The Professional's Guide to Preparing Winning Proposals

Unlike the Olympics where prizes are awarded for second and third place, there is only one prize in the Proposal Olympics — the gold medal.

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Using Graphics in Corporate Reporting

Using Graphics in Corporate Reporting sets out basic principles and best practices for preparing graphics in corporate reporting. It will help management ensure that graphics are accurately and effectively portrayed in a manner that investors and other stakeholders reading corporate reports can easily understand.

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Chartered Professional Accountants/ Comptables professionnels agréés


Welcome to CPA Canada!

CPA Canada is the national organization established to support unification of the Canadian accounting profession under the Chartered Professional Accountant (CPA) designation. CPA Canada provides services to all CPA, CA, CMA and CGA accounting bodies that have unified or are committed to unification.

Our integrated CPA Canada website is currently in development and will launch in September 2014. Until that time, all our existing resources, services and information are available through the CICA, CMA Canada and CGA-Canada legacy websites, or through newly developed microsites designed to provide specific CPA content.

Bienvenue à CPA Canada!

CPA Canada est l’organisation nationale établie pour soutenir l'unification de la profession comptable canadienne sous la bannière du titre de comptable professionnel agréé (CPA). CPA Canada fournit des services à toutes les organisations comptables de CPA, de CA, de CMA et de CGA qui se sont déjà unifiées ou qui sont engagées dans le processus d’unification.

Le nouveau site CPA Canada est actuellement en développement et sera mis en ligne en septembre 2014. Entre-temps, toutes nos ressources et tous nos services sont accessibles sur les sites d’origine de l’ICCA, de CMA Canada et de CGA-Canada, ou sur des microsites nouvellement créés afin de donner accès à du contenu spécifiquement CPA.