A New Resource by NCACPA’s A&A Resource Group
The new quality management standards introduce a proactive, risk-based approach designed to enhance quality performance within CPA firms, offering improved scalability and promoting a system tailored to each firm’s unique needs and engagements. If you are involved in audits, reviews, compilations, or any level of assurance, it’s crucial to stay informed about these changes.
This site will serve as your central hub for resources related to the new standards. You’ll find a series of articles, updates, and information on related CPE events to help guide you through the implementation process. For links to the standards, see the bottom of the webpage.
Interim Report articles
Article #1: Preparing for the New Quality Management Standards
(Spring 2024)
Article #2: Statement on Quality Management Standards No. 1: A Firm’s System of Quality Management
(Summer 2024)
Article #3: Statement on Quality Management Standards No. 1: Resources
(Fall 2024)
Article #4: Statement on Quality Management Standards
No. 1: Monitoring and Remediation
(Winter 2025)
Article #5: Applying the Quality Management
Standards at the Engagement Level
(Spring 2025)
Article #6: Quality Management Standards:
Your Final Call to Action Before December 15, 2025
(Summer 2025)
CPE Programs
We’re updating our full event catalogue with exciting new courses!
Registration links for the below programs are coming soon.
Surgent’s Guide to the AICPA Quality Management Standards
Surgent’s Avoiding Deficiencies in Peer Reviews: Focus on Engagement Quality
Surgent’s Update on the AICPA’s New Ethics and Quality Control Standards
Live Session
January 21, 2026
10:00 AM–12:00 PM
Live Session
January 16, 2026
1:00 PM–4:30 PM
Live Session
February 11, 2026
1:00 PM–3:00 PM
Surgent’s Compilations, Reviews, and Preparations:
Engagement Performance and Annual Update
Surgent’s Annual Accounting
and Auditing Update
Live Sessions
June 2025: 28
July 2025: 2 (12:00–8:00), 9 (11:30–7:30),
17 (10:00–6:00), 26, 31 (10:00–6:00)
August 2025: 7 (10:00–6:00), 13, 22, 28
September 2025: 4 (12:00–8:00), 10, 18, 27
October 2025: 3, 8 (11:30–7:30), 14, 18, 29 (10:00–6:00)
November 2025: 8, 12, 18 (11:30–7:30)
December 2025: 2 (10:00–6:00), 10 (10:00–6:00), 18, 20, 23, 27, 31
January 2026: 5, 15, 23, 29
February 2026: 18
March 2026: 2, 19
Live Sessions
January 2026: 7, 15, 22, 28
February 2026: 3, 12, 25
March 2026: 6, 21
April 2026: 2
Unless otherwise noted, sessions run 9:00 AM–5:00 PM
Related Resources
AICPA’s Quality Management: Checklists, articles, practice aids, and more
Quality Management Standards Re-Play
On December 10, 2024, Coastal Peer Review hosted a complimentary webcast, Is your Firm’s QM System Ready for December 2025 Compliance? The session was hosted by Mike Manspeaker, Coastal’s CPA on Staff.
We hope the presentation is informative and valuable in preparing for a smooth transition to the new standards. The re-play is presented here for no CPE credit.