Practice Aids
This manual has been designed to appropriately document procedures with respect to the process of
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This manual has been designed to document policies and procedures with respect to firm personnel.
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This manual has been designed to document the administrative practices of the office.
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This is a full template to assist the practitioner in performing a review engagement under CSRE 2400. It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to properly document the performance of a review engagement. The platform uses our customized indexing system and uses word and excel for correspondence, checklists and working papers. it also contains helpful hints throughout to ensure proper completion. Our system allows the user to easily file all documents related to the engagement in one location. Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
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This template contains everything the practitioner needs to properly document the performance of a review engagement. The platform uses our customized indexing system and uses word and excel for correspondence, checklists and working papers. it also contains helpful hints throughout to ensure proper completion. Our system allows the user to easily file all documents related to the engagement in one location. Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
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This sample review working paper file is prepared following CSRE 2400.
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This sample review working paper file is prepared following CSRE 2400.
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This version of the Ashgrove Audit Templates is no longer available for new purchases. Please see our Ashgrove Audit Templates - 2026 Editions, available in Word and CaseWare formats, for our current audit documentation resources.
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This edition has been superseded.
This version of the Ashgrove Audit Templates is no longer available for new purchases.
Please see our Ashgrove Audit Templates – 2026 Editions, available in Word and CaseWare formats, for our current audit documentation resources.
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This version of the Ashgrove Audit Templates is no longer available for new purchases.
Please see our Ashgrove Audit Templates – 2026 Editions, available in Word and CaseWare formats, for our current audit documentation resources.
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This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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This sample working paper file for a compilation engagement using CSRS 4200 will help practitioners and their staff in how to put together a file that properly supports a compilation engagement under the new standard. The file has been created using checklists that suggest what appropriate procedures could be in most scenarios making it a great tool to help those just starting out or those who are looking for a reminder. This is a great tool for the office.
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This is a full template to assist the practitioner in performing an audit for a condominium corporation and has been fully integrated in to a ready to use caseware file.
This template contains everything the practitioner needs to properly document the performance of an audit engagement, inclusive of correspondence templates, checklists and working papers. The checklists and and working papers are designed using word and excel and contain helpful hints throughout to ensure proper completion.
Note - the file will show up under your practice aids tab once purchase has been made.
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This template contains everything the practitioner needs to properly document the performance of an audit engagement, inclusive of correspondence templates, checklists and working papers. The checklists and and working papers are designed using word and excel and contain helpful hints throughout to ensure proper completion.
Note - the file will show up under your practice aids tab once purchase has been made.
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This is a full template to assist the practitioner in performing an audit for a condominium corporation. It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to properly document the performance of an audit engagement. The platform is based using word and excel correspondence, checklists and working papers. It also contains helpful hints throughout to ensure proper completion. The platform follows our custom indexing system enabling the user to keep all important documents related to the file in one location. Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
Note - the file will show up under your practice aids once purchase has been made.
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This template contains everything the practitioner needs to properly document the performance of an audit engagement. The platform is based using word and excel correspondence, checklists and working papers. It also contains helpful hints throughout to ensure proper completion. The platform follows our custom indexing system enabling the user to keep all important documents related to the file in one location. Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
Note - the file will show up under your practice aids once purchase has been made.
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This is a set of customizable templates for job descriptions within a typical accounting practice. The templates cover everyone in the firm from basic bookkeepers or technicians to partners.
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This is a full template to assist the practitioner in performing a FOFI compilation engagement.
It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of the engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of the engagement. The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers. The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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This template will be useful for bookkeepers who want to learn how to keep a complete bookkeeping file. It includes basic yet necessary working papers which can be used, modified and maintained in order to have a complete file ready to present to the accountant at year end. It also includes various correspondence items such as an engagement letter, transmittal letter and others to assist with proper communications during the bookkeeping engagement.
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CSQM1 and 2 begin to come in to effect as of December 15, 2022. This package consists of worksheets and a quality management system manual which, when used together comprise the documentation requirements of a quality management system under CSQM 1&2.
The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall. There is also an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
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The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall. There is also an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
- firm objectives
- assessing quality risks
- designing appropriate responses.
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
- Engagement Quality Review
- Completed File Monitoring
- Ongoing Monitoring and concluding on the system.
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CSQM1 and 2 begin to come in to effect as of December 15, 2022. This package consists of worksheets and a quality management system manual which, when used together comprise the documentation requirements of a quality management system under CSQM 1&2.
The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall. By encompassing this product as a caseware file we have created an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
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The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall. By encompassing this product as a caseware file we have created an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
- firm objectives
- assessing quality risks
- designing appropriate responses.
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
- Engagement Quality Review
- Completed File Monitoring
- Ongoing Monitoring and concluding on the system.
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ISQM1 and 2 came in to effect as of December 15, 2022.
This package consists of worksheets and a quality management system manual which, when used together comprise the documentation requirements of a quality management system under ISQM 1&2.
The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall.
There is also an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
- Firm objectives
- Assessing quality risks
- Designing appropriate responses
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
- Engagement Quality Review
- Completed File Monitoring
- Ongoing Monitoring and Evaluation
- Concluding on the system.
This standard requires management to commit a significant amount of time and to be involved in the design.
We at Ashgrove are available to assist in the process to help management with its time commitments.
Please contact Penny Fair at 780-915-8541 or pennyfair@ashgroveconcepts.ca for more information.
Prices are in CAN $
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This package consists of worksheets and a quality management system manual which, when used together comprise the documentation requirements of a quality management system under ISQM 1&2.
The introduction assists the practitioner in approaching the requirements of the system and all documents can be fully customized based on the nature and circumstances of the firm. The worksheets and forms are word based and are intended to be used together as part of the QM system overall.
There is also an indexing system that aids the practitioner in filing and managing the required documentation of the system, as well as any additional documentation that the practitioner may want to include in the system.
The forms address the requirements of the standards mentioned above. Included are aids to recording:
- Firm objectives
- Assessing quality risks
- Designing appropriate responses
The QM system manual will help document some of the required responses as well as policy and procedure regarding the system.
Also included are letters and forms to assist with:
- Engagement Quality Review
- Completed File Monitoring
- Ongoing Monitoring and Evaluation
- Concluding on the system.
This standard requires management to commit a significant amount of time and to be involved in the design.
We at Ashgrove are available to assist in the process to help management with its time commitments.
Please contact Penny Fair at 780-915-8541 or pennyfair@ashgroveconcepts.ca for more information.
Prices are in CAN $
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This compilation template is an upgrade from our original manual template. It has been created using word and excel forms however has been designed to link and integrate information on a consistent basis throughout the file. Because of the limitations of excel and word, this template will not work well on one drive or shared drives where links change. It is designed to be run totally from the desktop.
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files and the data and client information has been linked to provide a dynamic product that requires little duplication in data entry.
The template contains everything the practitioner needs to adequately document the performance of a compilation engagement.
The platform uses word and excel and includes our customized engagement dashboard, index, formatted financial statements, letters, checklists and basic working papers.
The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.
It is designed to be used manually for either paper or electronic files and the data and client information has been linked to provide a dynamic product that requires little duplication in data entry.
The template contains everything the practitioner needs to adequately document the performance of a compilation engagement.
The platform uses word and excel and includes our customized engagement dashboard, index, formatted financial statements, letters, checklists and basic working papers.
The indexing system allows one to store all documents related to the file in one location. All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
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This Compilation Engagement Template using CaseWare is designed to be fully integrated with Caseview. The template allows practitioners to use the full functionality of the CaseWare program to complete a compilation engagement, allowing for pre-population of the various forms and letters and financial statements. The format is map driven while providing flexibility and ease of use.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement under CSRS 4200 including the engagement requirements of the new quality management standard..
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
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This template contains everything the practitioner needs to adequately document the performance of a compilation engagement under CSRS 4200 including the engagement requirements of the new quality management standard..
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
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This Review Engagement Template using CaseWare is designed to be fully integrated with Caseview. The template allows practitioners to use the full functionality of the CaseWare program to complete a review engagement, allowing for pre-population of the various forms and letters and financial statements. The format is map driven while providing flexibility and ease of use.
This template contains everything the practitioner needs to adequately document the performance of a review engagement under CSRE 2400.
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
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This template contains everything the practitioner needs to adequately document the performance of a review engagement under CSRE 2400.
Feel free to contact us for more information or a walk through of the program . Email pennyfair@ashgroveconcepts.ca to book a demonstration.
Note that upon purchase the file download will show on the screen. It is available for immediate use.
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AML/ATF Compliance Program for Accounting Firms
A comprehensive, customizable FINTRAC compliance package designed specifically for Canadian accounting firms. The package includes a complete AML/ATF policy manual, risk assessment tools, client identification and monitoring forms, reporting templates, training documentation, and effectiveness review resources. Developed with the practical realities of small and mid-sized firms in mind, it provides a structured framework to help firms establish, document, and maintain a risk-based compliance program while adapting it to their specific services and risk profile.
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A comprehensive, customizable FINTRAC compliance package designed specifically for Canadian accounting firms. The package includes a complete AML/ATF policy manual, risk assessment tools, client identification and monitoring forms, reporting templates, training documentation, and effectiveness review resources. Developed with the practical realities of small and mid-sized firms in mind, it provides a structured framework to help firms establish, document, and maintain a risk-based compliance program while adapting it to their specific services and risk profile.
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A comprehensive, customizable FINTRAC compliance package designed specifically for Canadian accounting firms. The package includes a complete AML/ATF policy manual, risk assessment tools, client identification and monitoring forms, reporting templates, training documentation, and effectiveness review resources. Developed with the practical realities of small and mid-sized firms in mind, it provides a structured framework to help firms establish, document, and maintain a risk-based compliance program while adapting it to their specific services and risk profile.
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This is a template the practitioner can use to ensure that any AUP engagements are properly documented. It includes checklists, forms, letters and placeholders for inserting the various required working papers. A great tool to endure that you do not miss anything important in your file.
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2026 Introductory Release
Ashgrove Audit Templates — Word Edition is a comprehensive, customizable audit engagement preparation package developed for Canadian public accounting practitioners.
The templates follow a practical, risk-based approach that connects understanding the entity, identifying and assessing risks, developing audit responses, documenting procedures and completing the engagement.
Key features include:
2026 Introductory Price: $795 CAD
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The purchase includes the 2026 Word Edition as supplied. Future editions and updates may be offered separately and are not automatically included.
The templates are professional practice aids and require appropriate professional judgment and customization. Please review the full Terms of Use before purchasing. Terms of use
Delivery: Downloadable ZIP file. Extract the files to your preferred location before use. The package includes an introduction, user guidance and terms of use.
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Ashgrove Audit Templates — Word Edition is a comprehensive, customizable audit engagement preparation package developed for Canadian public accounting practitioners.
The templates follow a practical, risk-based approach that connects understanding the entity, identifying and assessing risks, developing audit responses, documenting procedures and completing the engagement.
Key features include:
- A structured working paper index and organized audit workflow.
- Editable Word-based working papers, audit programs, checklists and correspondence, with supporting Excel files where applicable.
- Guidance throughout the templates to assist with documentation and completion.
- Integrated risk assessment and audit response documentation, organized by audit cycles.
- Flexibility to customize the templates for the circumstances of individual engagements and the firm's methodology.
- Suitable for paper-based or electronic engagement files without requiring CaseWare software.
2026 Introductory Price: $795 CAD
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The purchase includes the 2026 Word Edition as supplied. Future editions and updates may be offered separately and are not automatically included.
The templates are professional practice aids and require appropriate professional judgment and customization. Please review the full Terms of Use before purchasing. Terms of use
Delivery: Downloadable ZIP file. Extract the files to your preferred location before use. The package includes an introduction, user guidance and terms of use.
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Ashgrove Audit Templates – CaseWare Edition (2026)
A comprehensive, customizable audit engagement template package developed for Canadian accounting practitioners using CaseWare Working Papers and CaseView.
The templates follow a practical, risk-based approach to audit documentation, with an emphasis on understanding the entity, identifying and assessing risks, and linking those risks to appropriate audit procedures.
Package Features
2026 Introductory Price: $1,195 CAD
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The package is supplied as a CaseWare template installation file (.cwp). CaseWare Working Papers and CaseView software are required and are not included in the purchase.
Please review the accompanying Introduction, User Guidance and Terms of Use before using the templates.Terms of Use
For questions or assistance, contact [email=pennyfair@ashgroveconcepts.ca]pennyfair@ashgroveconcepts.ca[/email].
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A comprehensive, customizable audit engagement template package developed for Canadian accounting practitioners using CaseWare Working Papers and CaseView.
The templates follow a practical, risk-based approach to audit documentation, with an emphasis on understanding the entity, identifying and assessing risks, and linking those risks to appropriate audit procedures.
Package Features
- Integrated audit planning, risk assessment, audit programs, checklists and completion documentation.
- Risk assessment and audit response documentation organized by audit cycles.
- Guidance throughout the templates to assist with documentation and completion.
- Customizable working papers and correspondence to suit individual engagements and firm methodologies.
- Designed for use within CaseWare Working Papers and CaseView.
2026 Introductory Price: $1,195 CAD
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The package is supplied as a CaseWare template installation file (.cwp). CaseWare Working Papers and CaseView software are required and are not included in the purchase.
Please review the accompanying Introduction, User Guidance and Terms of Use before using the templates.Terms of Use
For questions or assistance, contact [email=pennyfair@ashgroveconcepts.ca]pennyfair@ashgroveconcepts.ca[/email].
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Ashgrove Audit Templates – Complete Bundle (2026)
A comprehensive, customizable audit engagement template package developed for Canadian accounting practitioners, providing both Word and CaseWare editions in one convenient package.
The templates follow a practical, risk-based approach to audit documentation, with an emphasis on understanding the entity, identifying and assessing risks, and linking those risks to appropriate audit procedures.
Package Features
2026 Introductory Bundle Price: $1,495 CAD
Save $495 compared with purchasing the two editions separately.
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The bundle is supplied as a single ZIP download containing the Word Edition and the CaseWare template installation file (.cwp). Microsoft Word is required for the Word Edition, while CaseWare Working Papers and CaseView are required for the CaseWare Edition. These software applications are not included in the purchase.
Please review the accompanying Introduction, User Guidance and Terms of Use before using the templates.
For questions or assistance, contact [email=pennyfair@ashgroveconcepts.ca]pennyfair@ashgroveconcepts.ca[/email].
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A comprehensive, customizable audit engagement template package developed for Canadian accounting practitioners, providing both Word and CaseWare editions in one convenient package.
The templates follow a practical, risk-based approach to audit documentation, with an emphasis on understanding the entity, identifying and assessing risks, and linking those risks to appropriate audit procedures.
Package Features
- Both the Word and CaseWare editions of the 2026 Ashgrove Audit Templates.
- Integrated audit planning, risk assessment, audit programs, checklists and completion documentation.
- Risk assessment and audit response documentation organized by audit cycles.
- Guidance throughout the templates to assist with documentation and completion.
- Customizable working papers and correspondence to suit individual engagements and firm methodologies.
- Flexibility to work in Microsoft Word or within CaseWare Working Papers and CaseView.
2026 Introductory Bundle Price: $1,495 CAD
Save $495 compared with purchasing the two editions separately.
We welcome feedback from practitioners using the templates on actual engagements. Suggestions will help guide future improvements and editions.
Important Purchase Information
The package is licensed for internal use by the purchasing accounting firm. Templates may be customized for the firm's engagements but may not be redistributed, resold or shared with other firms.
The bundle is supplied as a single ZIP download containing the Word Edition and the CaseWare template installation file (.cwp). Microsoft Word is required for the Word Edition, while CaseWare Working Papers and CaseView are required for the CaseWare Edition. These software applications are not included in the purchase.
Please review the accompanying Introduction, User Guidance and Terms of Use before using the templates.
For questions or assistance, contact [email=pennyfair@ashgroveconcepts.ca]pennyfair@ashgroveconcepts.ca[/email].
View Practice Aid