Resources Hub

Resources Category
AUDIENCE
AUDIENCE
TYPE
TYPE
Qualified Opinions

The same habits that help accountants succeed can eventually become the things holding them back. Perfectionism, people-pleasing, long hours, and the constant pressure to achieve are often rewarded in public accounting. But what happens when those behaviors start affecting your ability to lead, grow, and enjoy your career? In this episode of Qualified Opinions, Chris […]

Qualified Opinions

QC 1000 implementation takes center stage in a conversation with Brendan Whalen of S.R. Snodgrass, exploring practical lessons for strengthening quality management and moving beyond compliance. With the December 15, 2026 effective date of PCAOB QC 1000 approaching, many firms are focused on getting their quality management systems ready. But what can firms learn from […]

Qualified Opinions

For many CPA firms, QC 1000 looks like another compliance requirement that comes with additional costs and responsibilities. But what if implementing QC 1000 could actually make your firm more efficient? In this Qualified Opinions segment, Drew and Chris sit down with Brendan Whalen to discuss his firm’s experience implementing QC 1000, improving internal inspections, […]

Qualified Opinions

What does it take to build an audit firm that can keep improving as expectations change? Drew Carrick and Chris Vanover are joined by Brendan Whalen, an audit partner at S.R. Snodgrass and a member of the PCAOB’s Inspections Modernization Council. Brendan talks about how firm culture shows up in everyday decisions, why developing the […]

Qualified Opinions

The PCAOB has officially adopted amendments to QC 1000, but the December 15, 2026 effective date remains. So what changed, and what do PCAOB-registered firms need to know? In this Qualified Opinions update, Chris Vanover, former PCAOB Director and President of CPAClub, breaks down five key takeaways from the PCAOB’s latest action on QC 1000 […]

Navigator Guides
Your Top 20 Monitoring & Remediation Questions Answered

The uncertainty around the QC 1000 amendments is over. On June 9, the PCAOB proposed nine targeted amendments to QC 1000. This week, the Board made those amendments final and gave firms the clarity they have been waiting for. What did not change is just as important as what did. The December 15, 2026 implementation […]

Qualified Opinions

A client calls with a transaction that does not fit neatly into the firm’s usual playbook. The facts are still developing. The legal documents use unfamiliar terms. A new accounting standard may apply, but its effective date and transition requirements need to be confirmed. Meanwhile, the engagement team is balancing deadlines, client expectations, and the […]

Qualified Opinions

A PCAOB deficiency finding does not have to define your firm’s next year, but how you respond in the weeks after it lands usually does. In this video, we walk through what audit firm leaders need to know about PCAOB inspection and remediation support, from the difference between Part I and Part II findings to […]

Expert audit, advisory, and regulatory support to enhance quality, increase efficiency, and strengthen compliance.

Scalable accounting, advisory, and CFO solutions to streamline operations, ensure compliance, and drive growth.

logo-calcpa
CalCPA Firm of the Year

Thank you to our passholders, crew, and allies. See why they trust us to lead the way.