DEVELOP CPA Group Mentorship CIRCLE

Structured Mentorship. Shared Learning. Real-World Practice.

A small-group professional mentorship experience for CPAs and accounting practitioners seeking access to experienced guidance, practical insights, professional discussion, and peer learning. 

Monthly professional mentorship for CPAs and accounting practitioners

Small Group • Month to Month • 2 Live Bi-Weekly 90-Minute Virtual Sessions

DEVELOP CPA Group Mentorship Program

The Group Mentorship Approach

Bring Your Real Questions. Leave With Clearer Judgment.


Rather than following a fixed curriculum, participants bring the real questions, challenges, decisions, and situations they are encountering in practice.

David Orbst, CPA, LPA guides the conversation, helping practitioners strengthen professional judgment, explore practical considerations, recognize potential risks, and determine appropriate next steps.


How It Works

Participant-Driven. Mentor-Guided.

Ongoing Monthly Mentorship Circle. 

Every session follows a consistent process, while the conversation responds to what practitioners actually need.

STEP 01

Bring the Practice

Participants bring current questions, challenges, professional decisions, and real-world situations into the mentorship conversation.

STEP 02

Think It Through

David helps the group explore the issue, identify important considerations, recognize risks, and strengthen professional judgment.

STEP 03

Learn Together

Participants benefit not only from David's experience, but also from the questions, perspectives, and experiences of other practitioners.

STEP 04

Take It Back to Practice

Each session concludes with practical insights participants can apply within their own professional environment.

Structured Process • Flexible Content

Program at a Glance

Small Group. Senior Guidance. Real Practice.

MentorDavid Orbst, CPA, LPA
ApproachParticipant-Driven + Mentor-Guided 
FormatVirtual Monthly Mentorship Circle
Delivery Two 90 Minute-Sessions Per Month
Group Size Small Group Size
Access$300+HST/month; Automatic Billing
Membership
Active while membership is current; Cancel Anytime
Focus & ContentProfessional Judgment, Practice Challenges & Real-World Application

What's Included

Participants receive:

  • ✓2 live 90-minute group mentorship sessions; scheduled bi-weekly
  • ✓Small-group access to David Orbst, CPA, LPA
  • ✓Opportunity to submit questions and practice situations
  • ✓Mentor-guided case discussions
  • ✓Professional and technical discussion
  • ✓Peer learning and practitioner perspectives
  • ✓Practical session takeaways
  • ✓Relevant DEVELOP CPA resources where appropriate

Topics May Include

The Conversation Responds to What Practitioners Actually Need

Compilation engagementsProfessional judgmentCSQM and quality managementDocumentationPractice inspection readinessEngagement acceptance and continuanceClient managementFile qualityPractitioner responsibilitiesProfessional riskWorkflowPractice developmentDifficult client or professional situations

Who It's For

Designed for practitioners who want to become more confident and capable in navigating the realities of professional practice, including:

  • Sole Practitioners
  • Small-Firm CPAs
  • Developing Practitioners
  • Newer Public Practitioners
  • CPAs Expanding Their Responsibilities
  • Practitioners Without Regular Access to Senior Mentorship

Clear Professional Boundaries

Group mentorship provides guidance, discussion, perspective, and professional development.

It does not replace formal professional services such as detailed file reviews, quality assurance engagements, technical opinions, practice inspection remediation, individualized consulting, or extensive technical research.

Where more individualized support is required, separate professional services or DEVELOP CPA Individual Mentorship may be appropriate.

Enroll in the Group Mentorship CIRCLE

Secure Your Seat in a Small, Focused Group

The Mentorship Circle

Ongoing monthly mentorship. Join when you need support. Stay as long as it remains valuable.

Each group is limited to up to 10 practitioners, so every participant has the opportunity to bring questions, share perspectives, and benefit from mentor-guided discussion.

Complete the form to enroll or request details. Once enrolled you will be granted access to the Members Areas where you can sign up for the virtual sessions. 

Group mentorship supports your professional development and does not replace your own professional judgment or responsibilities.

Apply To Enroll

What is your primary role or practice setting?*
Which of the following topics are most relevant to your practice? (Select all that apply)*
What is your primary goal for participating in this mentorship program?*
I understand that group mentorship provides guidance and professional development, and does not replace formal professional services such as file reviews, quality assurance engagements, or technical opinions.*
draw your signature