Peer Review Services

Peer reviews and outsourced quality control for CPA firms.

A Collaborative Approach to Peer Review

Peer review doesn't have to be adversarial. We work with CPA firms to make the process efficient, constructive and free of surprises. Whether you need a system review, engagement review or ongoing quality control support, our team brings experience with AICPA standards and close attention to your firm's needs.

Learn More About System and Engagement Reviews

Independent peer reviews conducted in accordance with AICPA standards.

Learn More About Outsourced Quality Control Review

Ongoing quality control support to keep your firm compliant and audit-ready year-round.

Frequently Asked Questions

What is the difference between a system review and an engagement review?

A system review covers your firm's quality management system and is required for firms that perform audits. An engagement review looks at selected engagements, such as reviews and compilations, for firms that do not perform audits. Learn more about system and engagement reviews.

How far in advance should we schedule our peer review?

Most firms schedule six to twelve months before the review due date. Booking early gives you time to address any gaps before fieldwork begins.

Which firms need a peer review?

Firms enrolled in the AICPA Peer Review Program that perform audits, reviews, compilations or other attest engagements generally need a peer review once every three years. Firms that only prepare tax returns or perform financial statement preparation engagements generally do not.

How long does a peer review take?

It depends on the size of your firm and the type of review. Engagement reviews are usually shorter and can often be completed remotely. System reviews take longer because they cover your quality management system as well as selected engagements. We agree on a timeline with you before the review begins.

Where are your peer review clients located?

Our office is in Media, PA. We work with CPA firms across Delaware County, Greater Philadelphia, South Jersey and Delaware, and nationwide.

Peer Review Coming Up?

If your firm has a peer review scheduled for the coming year, let's talk early. We'll make sure the process is efficient, cost-effective and free of surprises.