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. |
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. |
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. |
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. |
Canadian Professional Engagement Manual (C•PEM), 2012 - Members
The 2012 edition of C•PEM now available! A trusted source of guidance for over 20 years, the Canadian Professional Engagement Manual (C•PEM) is designed to help practitioners perform efficient, cost-effective audit, review and compilation engagements for small- and medium-sized entities (SMEs). Now with more than 50 new sample letters! PLEASE NOTE: Existing subscribers to C•PEM do not need to re-order each year. The new edition will be sent/updated automatically when it is available. |
Canadian Professional Engagement Manual (C•PEM), 2012 - Non-members
The 2012 edition of C•PEM now available! A trusted source of guidance for over 20 years, the Canadian Professional Engagement Manual (C•PEM) is designed to help practitioners perform efficient, cost-effective audit, review and compilation engagements for small- and medium-sized entities (SMEs). Now with more than 50 new sample letters! PLEASE NOTE: Existing subscribers to C•PEM do not need to re-order each year. The new edition will be sent/updated automatically when it is available. |
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. |
CICA 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). |
CICA Tax Practice Manual, Second Edition (TAXPRAC)
Newly revised second edition now available! Minimize risk and maximize your tax practice effectiveness |
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. |
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. |
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. |
Marketing Professional Services
Marketing Professional Services is designed to help the sole practitioner and small to medium firms develop a viable strategic marketing plan. |
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. |
Model Financial Statements: IFRSPart I of the CICA Handbook – Accounting (November 2012) Designed to assist publicly accountable enterprises incorporate changes related to the adoption of International Financial Reporting Standards. |
Model Financial Statements – Not-for-Profit Organizations Part III of the CICA Handbook – Accounting (November 2012) These model financial statements for not-for-profit organizations include several sets of financial statements, as well as accompanying notes and comments. They have been designed to apply to a wide range of situations and to provide examples of the various financial statement disclosure and presentation options offered by the new standards. Note: This publication pertains to Part III of the CICA Handbook – Accounting |
Model Financial Statements – Private Enterprises Part II of the CICA Handbook – Accounting (August 2012) These model financial statements for private enterprises take into account the standards for private enterprises (ASPEs) in Part II of the CICA Handbook – Accounting . |
Personal Automobile Log, The
Now available! 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. Sold in multiples of 50. Prices displayed include shipping and handling. |
Personal Tax Planner Guide 2012-2013, The
New edition now available! A useful resource for attracting and retaining tax clients, The Personal Tax Planner Guide provides clients with pertinent tax planning strategies for the current tax year. Sold in multiples of 25. Price displayed includes shipping and handling. |
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. |
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. |
Quality Assurance Manual (QAM) - Members
New update now available! CICA’s 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. |
Quality Assurance Manual (QAM) - Non-members
New update now available! CICA’s 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. |
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. |
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. |
Succession Planning Toolkit for CAs
The CICA's 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. |
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 chartered 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. |
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. |
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. |
