The overall objective of the advisory service is to encourage and assist members, on a voluntary and confidential basis, to maintain quality professional services.
Accounting/Auditing/Practice Management Related Matters
Free, short-duration telephone consultations provide members with a source of objective, confidential, and thoughtful feedback on matters encountered in practice.
- Discussions may include accounting, auditing and reporting issues, practice management problems or other related concerns.
- Practice advisors help practitioners identify issues and potential solutions. Feedback is general in nature as the advisor may not have all the necessary information. The assistance provided is not an opinion and is not binding on the Institute. By accessing this service, you accept responsibility for conducting your own due diligence and making your own decisions after exercising professional judgment, and you agree to release and indemnify the Institute and Practice Advisor for any claim to damages that could result based on your discussion.
- Formal, written opinions on technical matters should be obtained from another member or firm.
Frequently Asked Questions
Practice Matters Resources
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