CTAPP Compliance Reviews Without the Chaos

CPAClub is approved by the State Bar of California to perform CTAPP compliance reviews, using a structured approach that minimizes disruption and keeps your firm focused on billable work.

2025 Firm of the Year

Trusted by Leading Accounting Firms and Companies

A Structured Approach to CTAPP Compliance Reviews

Our approach aligns with the State Bar of California’s required agreed-upon procedures, with findings reported directly to the State Bar under strict confidentiality and independence requirements.

CTAPP Summary

What to Expect During a CTAPP Compliance Review

The CTAPP compliance review evaluates key components of your client’s trust account activity to assess completeness, accuracy, and compliance with State Bar requirements.

What You Gain from a CTAPP Compliance Review

What Our Passholders Say

“I appreciate how hard your team worked to pull together resources we needed (or thought we might need) on such short notice. You guys really understood what we were looking for and how to best address our resource gap.”

Kate Elder

SVP Controller

“We’re a smaller firm, and I knew we had to do something about SQMS—but I could never fit it in with the day-to-day of running the audit practice and the firm. Finding out about CPAClub was like heaven sent.”

Wade Whitlow

Partner, KM&L

“CPAClub is collaborative, responsive, and incredibly knowledgeable. Their team makes completing projects effortless, offering expert guidance and solutions every step of the way…they truly cared and made the process smooth and stress-free!”

Ethel Corral

Senior Accountant, Vertos Medical

“I have worked with the professionals at CPAClub a number of times where they helped teach and facilitate technical trainings and every time they have been professional and up to date on accounting topics. Participants have also evaluated their instructors with high praises.”

Josh Yorra

Director of Instructional Development, 20-20 Services

“We use CPAClub’s engagement quality review services for our PCAOB audit engagements, and they have been phenomenal. Their timely advice and expert guidance not only support our audits but also enhance our team’s learning throughout the process. We’re happy to continue working with them and highly recommend exploring their services.”

“We use CPAClub’s engagement quality review services for our PCAOB audits, and they have been phenomenal. Their timely advice and expert guidance support our audits and enhance our team’s learning. We’re happy to continue working with them and highly recommend their services.”

Arpit Padhiar

Director of Internal Assurance, KNAV

“CPAClub significantly enhanced our accounting and finance infrastructure. They provided actionable recommendations, and their expertise in technical accounting and audit support has been invaluable. They also implemented innovative tech solutions, improving our efficiency. CPAClub delivered a 5-star experience, and I highly recommend them.”

“CPAClub significantly improved our accounting and finance infrastructure with actionable recommendations and expert audit support. Their innovative tech solutions boosted our efficiency. CPAClub delivered a 5-star experience, and I highly recommend them.”

Emily DeLong

Vice President of Finance, Cognoa

“CPAClub is an excellent resource. They provide service which includes engagement performance assistance, financial statement and disclosure review, and more. Almost every financial statement we compile, review, or audit goes to CPAClub before it’s issued. The peace of mind I get is invaluable. I can’t recommend them enough.”

Ed Weaver

Audit Partner, Hunter, Hunter & Hunt

“CPAClub’s Managed Accounting Services for financial statement preparation, CECL implementation, and technical accounting research were top-notch. Their team is highly professional and knowledgeable, and their communication was seamless. I highly recommend them for their expertise and transparent pricing.”

Dennis Batin

Vice President & Corporate Controller, Synaptic Medical

“CPAClub provides great value and service. Highly professional and organized, and very easy to work with. They provided us with support on at least 5 different projects over the course of a single subscription month, and gave us consistent updates and thoughtful advice and solutions.”

Kevin Schoen

Audit Manager, Duner and Foote

Latest Insights and Perspectives

Explore guidance and perspectives on compliance, regulation, and audit considerations.

Five Points, Companies

CTAPP Compliance Reviews: Five Ways Firms Can Prepare Before They Are Selected

California’s Client Trust Account Protection Program (CTAPP) has introduced a new level of oversight for attorneys handling client trust accounts. While only a subset of firms are selected each year for a CTAPP compliance review, the reality is that most firms maintaining trust accounts should expect to be reviewed over time. A CTAPP compliance review...

28 Apr 2026

Five Points, Companies

CTAPP Compliance Review: 5 Things California Attorneys Should Expect

California’s Client Trust Account Protection Program (CTAPP) represents a significant shift in how the State Bar oversees client trust accounting. A CTAPP compliance review is an agreed-upon procedures engagement performed by a State Bar–approved CPA firm. While annual CTAPP reporting applies broadly to most practicing attorneys, a smaller group is selected each year for review...

28 Apr 2026

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Accounting Firms, Five Points

SEC Quarterly vs Semi-Annual Reporting: 5 Impacts Audit Firms Need to Watch

The Securities and Exchange Commission is once again revisiting a question that has circulated in regulatory circles for years: whether public companies should continue reporting quarterly or shift to a semi-annual model. The debate over SEC quarterly vs semi-annual reporting is not theoretical for audit firms. A change of this magnitude would reshape the rhythm...

20 Apr 2026

Accounting Firms, Five Points

Lessons from Deloitte: Why Word and Excel Fail SQMS Monitoring

SQMS is no longer new. Many firms still struggle with SQMS monitoring as they transition to system-level quality management. That transition has already taken place, yet many firms continue to manage their quality management systems through Word documents and Excel spreadsheets. This is not simply a technology gap. It reflects a deeper disconnect between how...

20 Apr 2026

Accounting Firms, Five Points

SQMS Monitoring: Five Ways Firms Prove Their System Actually Works

SQMS monitoring is where most firms are now exposed. Firms that completed implementation often treated it as the finish line. It isn’t, and firms are not prepared. The AICPA’s System of Quality Management Standards required firms to design and implement their quality management systems by December 15, 2025. But the standard was never designed to stop there....

16 Apr 2026

Accounting Firms, Five Points

PCAOB QC 1000 Implementation: Five Points Firms Should Understand in 2026

PCAOB QC 1000 implementation is now an active compliance requirement for PCAOB registered firms that audit issuers and broker dealers, with a compliance date of December 15, 2026. Although there has been public discussion about restructuring the PCAOB, budget pressures, and changes in Board leadership sworn in on February 10, 2026, the text of QC...

12 Feb 2026

Accounting Firms, Five Points

PCAOB Defers QC 1000: What PCAOB Registered Firms Need to Know

The PCAOB’s Quality Control standard, QC 1000, was originally set to take effect on December 15, 2025. On August 28, 2025, the Board announced a one year deferral, pushing the effective date to December 15, 2026. Importantly, the text of QC 1000 remains unchanged, and early adoption is still permitted. With the AICPA’s SQMS standards...

03 Sep 2025

Accounting Firms, Companies, Guidebooks

The Captain’s Log: Navigating the PCAOB

Focused on the PCAOB—from registration to remediation—this edition of The Captain’s Log is part of our ongoing series of strategic guides helping firms and companies navigate complex and consequential challenges with clarity, candor, and confidence. Welcome Aboard Over the years, we’ve fielded hundreds of questions about the PCAOB — in training sessions, inspection prep calls,...

02 May 2025

Led by experienced CPAs with Big 4 backgrounds in audit, regulatory, and compliance matters

Chris Vanover, CPA

Founder & President

Chris blends expertise in public accounting, auditing, regulation, innovation, and education to drive meaningful change in the profession. A two-time Accounting Today Top 100 Most Influential People honoree, he is committed to advancing excellence and progress in accounting.

Brian Yujuico, CPA

Senior Vice President

Brian has 20 years of extensive experience in both public and private industry accounting and auditing. Recognized as a 20 Under 40 Top Influencer by CPA Practice Advisor, Brian’s career reflects a deep commitment to advancing accounting and auditing practices and supporting professionals.

Ellen Sulistio, CPA

Senior Vice President

Ellen brings over a decade of distinguished experience from the Big 4, specializing in accounting, advisory, and assurance services. Her career reflects a deep expertise in navigating complex regulatory environments and delivering strategic guidance across various aspects of financial reporting and audit quality.

Curious if the Club is Right for You?

We’re built for organizations that value quality, speed, and a partner who gets it. Let’s explore what working together could look like.

CTAPP Compliance Reviews Without the Chaos

2025 Firm of the Year

Trusted by Leading Accounting Firms and Companies

A Structured Approach to CTAPP Compliance Reviews

Defined Scope and Coordination

Execution of Required Procedures

Clear Findings and Reporting

CTAPP Summary

What to Expect During a CTAPP Compliance Review

Trust Account Records

Bank Reconciliations

Disbursements and Transactions

Compliance and Documentation

What You Gain from a CTAPP Compliance Review

Confidence in Your Compliance

Education and Best Practices

Reduced Risk of Complaints

Clear and Complete Reporting

What Our Passholders Say

Latest Insights and Perspectives

CTAPP Compliance Reviews: Five Ways Firms Can Prepare Before They Are Selected

CTAPP Compliance Review: 5 Things California Attorneys Should Expect

Explore More

SEC Quarterly vs Semi-Annual Reporting: 5 Impacts Audit Firms Need to Watch

Lessons from Deloitte: Why Word and Excel Fail SQMS Monitoring

SQMS Monitoring: Five Ways Firms Prove Their System Actually Works

PCAOB QC 1000 Implementation: Five Points Firms Should Understand in 2026

PCAOB Defers QC 1000: What PCAOB Registered Firms Need to Know

The Captain’s Log: Navigating the PCAOB

Led by experienced CPAs with Big 4 backgrounds in audit, regulatory, and compliance matters

Chris Vanover, CPA

Brian Yujuico, CPA

Ellen Sulistio, CPA

Curious if the Club is Right for You?

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in Accounting and Advisory

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