About
Memberships and reviews are only useful if you know what they oblige a firm to do. Here is what we belong to and what each one requires of us.
Memberships
American Institute of Certified Public Accountants. Membership carries the AICPA Code of Professional Conduct, continuing professional education requirements, and the professional standards that govern how an engagement is performed and reported.
Florida Institute of Certified Public Accountants. The state body — Florida-specific technical guidance, legislative monitoring on Florida tax matters, and continuing education aligned to Florida Board of Accountancy licensure.
Quality
Firms performing audit, review, and compilation work are subject to periodic peer review — an independent examination by another CPA firm of whether the work meets professional standards. It is not a marketing badge; it is a scheduled inspection with a published result.
If you are engaging a firm for assurance work, the peer review report is a fair thing to ask for, and a firm that will not produce one is telling you something.
Peer review: most recent report
Network
Cross-border work regularly needs someone on the ground — an accountant who knows the filing calendar in that country, or counsel who can read the entity documents in the language they were drafted in.
For engagements requiring local expertise abroad, we coordinate with counsel and accounting professionals in the relevant jurisdiction.
Sector
Sector membership is how a firm stays current on the accounting issues specific to an industry rather than learning them from a client’s problem.
Sector memberships:
