This in-depth course provides a thorough examination of Quality Management Systems (QMS) within Certified Public Accountant (CPA) firms, focusing primarily on the requirements and standards set out in the Canadian Standard on Quality Management 1 (CSQM-1). Presented by Gustavo and Sara Jimenez, partners at SG-LLP in Calgary, Alberta, the course delves into the various facets of quality management, covering compliance, taxation engagements, and more, to ensure that CPA firms meet and exceed both client expectations and regulatory requirements. The course begins with a definition of quality management, its significance in CPA practices, and the transition from quality control to quality management through CSQM-1 and CSQM-2. The presenters emphasize the holistic nature of quality management, tying it to all areas of a firm's operations including governance, leadership, engagement, and performance. The importance of not reinventing the wheel is stressed, with a call to utilize existing resources and modify them according to the firm’s needs. Gustavo and Sara provide a detailed roadmap for implementing CSQM1, discussing the required elements, deadlines, and providing real-world applications and challenges that may arise in the process. They also delve into the ongoing nature of quality management, highlighting the need for continual assessment and improvement, and the role of periodic evaluations to ensure effectiveness. In addition to the technical aspects, the course also touches upon the human and technological resources crucial for a successful QMS, from personnel development and competence in remote work environments to the use of IT applications and external service providers. The scalability of the QMS requirements is emphasized, providing guidance for firms of all sizes on effective implementation.