Start by contacting your state society to enroll in the peer review program. Then complete the “Information Required for Scheduling Peer Reviews” packet and send it to your state society—and to us. Once your society confirms scheduling, we’ll let you know next steps within two business days.

This form can be completed digitally or by hand and is available through your state society. It outlines the types of engagements your firm performs to determine the type of peer review needed.

To complete “Exhibit 1,” contact us to schedule your commencement/exit conference date and use our firm details from the postcard or website. Send the completed packet to both your state society and our firm to initiate the review process.

Once we receive your scheduling letter, we’ll send you an engagement letter and an “Appendix A” form.

You’ll list:

- Industries you serve

- Level of services performed

- Number of engagements

- Responsible party for each

Each set of financials counts as one engagement (e.g., monthly statements = 12).

After returning the signed Appendix A, we’ll select 2–3 engagements for review and request additional forms:

- Appendix B for each engagement

- A firm representation letter

- An invoice

Once received, we begin reviewing. We may follow up with questions or requests for clarification. If issues arise, we’ll provide MFCs (Matters for Further Consideration) and FFCs (Findings for Further Consideration) to review and sign.

Once all materials and fees are received, we send the final report package to you and your state society. The report is not released until everything is submitted. Await formal acceptance from your state society before publicizing your review results.

The exit conference date is the anticipated completion date. It is used when completing your scheduling packet. Typically, it’s set 30 days before your due date. Your peer review report must be submitted within 30 days of this date or by the society’s deadline, whichever is sooner.

Yes. The earlier you provide the required materials, the sooner we can complete your review. The exit date is simply a placeholder.

- Scheduling packet

- Prior peer review report (if we weren’t your last reviewer)

- Firm license (for TX or NJ clients)

- Signed engagement letter

- Completed Appendix A

- Financial statements selected for review

- Completed Appendix B for each engagement

- Client engagement letters

- Management rep letters and analytical procedures (for reviewed statements)

- Signed firm representation letter

- Signed MFCs and FFCs (if applicable)

We offer three flat-rate options based on your firm’s highest level of service:

- Lowest: Compilations without disclosures

- Mid-tier: Compilations with disclosures

- Highest: Reviews

Contact us for current rates.

Use the “Appendix A” included in your instructions. Fill in the industry, level of service, responsible party, and number of engagements.

Remember:

- One client with monthly statements = 12 engagements

- Use the correct columns if multiple CPAs share responsibilities

- Report total number of C-8 (management-use-only) engagements under “CO”

Sign, title, and date the form before returning it to us.