Get Quality Accreditation Checklist

Filling out the Quality Accreditation Checklist is an essential step for ensuring quality standards in accounting practice. This guide will provide you with clear instructions on how to complete the checklist online, ensuring a smooth and efficient process.

Follow the steps to complete the checklist accurately.

1. Press the ‘Get Form’ button to access the Quality Accreditation Checklist and open it in the editor.
2. Begin by filling in the date assigned to the Professional Institute of Certified Public Accountants (PICPA), the verifier’s name, and the date the form will be submitted back to the Board of Accountancy (BOA). These initial entries will help in tracking the progress of your application.
3. Provide background information, including the name of the CPA who will be visited, the number of years they have been in practice, the number of professional staff, and the names of any managers or supervisors. Include the number of staff auditors and administrative staff as well.
4. Indicate the number of audit opinions issued in the last year, along with the estimated allocation of professional fees for that period. This information gives a clear picture of the practice's output and economic standing.
5. Record the name of the partnership or affiliation, detailing the CPAs and the services provided, such as audit and tax services. Ensure you specify the percentage allocation for each service type.
6. List the computer software in use, categorizing it into types such as office software, audit methodology tools, and account management systems. Provide a description of each software when prompted.
7. Complete the section on office equipment by checking the availability of computers, printers, and projectors, and indicating the quantity and description of each.
8. Describe your knowledge base, research sources, or publications available. Be thorough in providing the required descriptions.
9. Detail the Quality/Risk Management Manual, including descriptions and the name of the quality/risk officer in charge. Utilize a separate sheet if necessary for this information.
10. Fill in the results of any random interviews that were conducted, including training details for partners and staff. Note the name of training and number of participants trained.
11. For the results of the office verification, provide all addresses related to the principal and extension offices, along with the area in square meters. Include a description and sketch or diagram of the principal office.
12. Conclude by summarizing the filing and storage location for working papers, including the business permit number, tax identification number, and other relevant accreditation details.
13. Finally, include the names of the inspectors and the date and time of inspection, along with remarks in additional sheets if necessary. Don't forget to attach a picture of the principal office.
14. After completing all sections, review your entries, save your changes, and proceed to download, print, or share the checklist as required.

Start completing the Quality Accreditation Checklist online today.