Training
Compilation engagement – Paradigme file
Length: 3 h 30
Updated training for 2025-2026
Summary
The compilation engagement is one of the most frequent mandates for CPA firms. Standardized by CSRS 4200, Compilation Engagements, it sets out precise requirements for documentation and communication. This training provides you with a clear methodology to distinguish between CPA Canada’s standards and the practical needs of practitioners, helping you optimize the preparation and quality of your files.
With the Paradigme model file, you will learn how to properly document your engagements, integrate new directives into your practice, and strengthen your client relationships.
Learning Objectives:
- Understand the requirements of CSRS 4200 and their practical application.
- Identify the minimum documentation required and the additional elements that add value.
- Master the structure and use of the Paradigme model file for compilation engagements.
- Develop a compliant and efficient approach for preparing and reviewing compilation files.
- Strengthen client communication and enhance the quality of documentation.
Agenda
Compilation engagement
- Engagement acceptance and continuance
- Performance of the engagement
- Facts that the practitioner becomes aware of after the compiled financial information is issued
- Compilation engagement report
- Documentation
- Code of Ethics of the Quebec CPA Order
Last but not least
- Presentation of the changes made to the Paradigme Compilation Questionnaires
- You will receive a Paradigme file template to help you master the Paradigme Questionnaires
- Communications and letters
- Comments from the professional inspection
- Discussion with participants
Results for Your Firm
- Better structured compilation files that comply with CSRS 4200 requirements.
- Reduced deficiencies noted during professional inspections.
- Practical tools to reinforce rigour and efficiency in preparation and review.
- Improved client relationships through clear and tailored documentation.
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