Professional Mentorship Membership
Experienced Guidance for the Realities of Professional Practice
Ongoing, one-on-one access to David M. Orbst, CPA, CA, LPA.
Think through professional questions, strengthen your judgment and apply professional requirements with greater confidence.
The Mentorship Approach
Structured Process. Flexible Content.
The Mentorship Membership Program is not a predetermined course or technical curriculum. The structure remains consistent, while the focus of each conversation evolves with your practice, responsibilities, current challenges and development needs.
Your mentor brings more than 40 years of hands-on experience in assurance, quality management, file review and practice inspection support for CPA firms across seven provinces.
The objective is not simply to provide answers, but to strengthen your ability to identify issues, locate guidance, interpret requirements and exercise professional judgment.
Mentorship Membership for CPAs
Practical, Inspection-Ready Guidance from a CPA Who Has Seen It All
Learn directly from David M. O#C88F67rbst, CPA, CA, LPA, and more than 40 years of hands-on experience in assurance, quality management and practice inspection.
What Membership Helps You Master
Mentorship grounded in real file reviews, regulatory inspections and the day-to-day application of professional standards.
Practice Inspection Readiness
Prepare before, during and after regulatory and CPAB inspections. Identify deficiencies early and strengthen file documentation with confidence.
Quality Management Systems
Build and refine quality control systems that meet current standards, supported by insight from External Quality Control Reviews and peer-to-peer reviews.
Technical Standards Confidence
Apply IFRS, ASPE, ASNPO, Canadian Auditing Standards, CSRE 2400, CSRS 4200 and PEG forms across audits, reviews and compilations.
How the Membership Works
Consistent Support, Month After Month
Conversational, practical and always relevant to the work in front of you.
Initial Mentorship Conversation
A 45-60 minute virtual session to understand your background and practice, immediate questions, areas of confidence and uncertainty, development priorities and expectations.
Two Focused Meetings Per Month
Meet virtually with David approximately every two weeks for 30-45 minutes. Focus on a technical issue, professional judgment, a practice situation or a development question.
Between-Meeting Support
Submit approximately 1-2 focused, non-urgent email inquiries per week, plus short telephone check-ins of up to 15 minutes where appropriate, and guidance toward relevant professional resources.
What We Discuss
Guidance Across Your Professional Practice
- ✓Professional and technical questions
- ✓Professional standards and their practical application
- ✓Practitioner responsibilities and professional judgment
- ✓Quality management and professional requirements
- ✓Unfamiliar or challenging practice situations
- ✓Changing standards or guidance
- ✓Professional development, confidence and CPA resources
Every Conversation Centres on Three Questions
1. What is going on?
2. What do you need help thinking through?
3. What will you do next?
Professional reflection, competency support and practical next steps, combined within the same conversation.
Membership Snapshot
One Fixed Monthly Fee. Clearly Defined Support.
A monthly membership rather than an hourly service, beginning with a three-month initial term.
What’s Included
- Initial conversation: one 45-60 minute onboarding session
- Mentorship meetings: 2 per month, 30-45 minutes each
- Email support: approx. 1-2 focused inquiries per week
- Phone check-ins: up to 15 minutes, biweekly or as needed
- Resource guidance: standards, CPA Canada and provincial guidance, practice resources
- Term: 3 months, then conclude, continue month-to-month or renew
Outside the Membership Scope
The mentorship is separate from David’s formal quality-assurance and professional-service engagements. It does not include:
- Engagement-file reviews or quality-control reviews
- External monitoring or practice-inspection engagements
- Remediation or quality-management system redesign
- Extensive technical research or formal opinions
- Urgent practice matters
Where this work is needed, it may be separately discussed, scoped and engaged.
Why Learn From David
Real-World Experience, Shared CPA to CPA
- ✓Decades of file and financial statement quality reviews
- ✓Experience with public company audits and higher-risk assurance engagements
- ✓Consulting on complex accounting and reporting matters
- ✓Advisory work on audit software with integrated PEG forms and checklists
- ✓Instructor of The Accountants’ Masterclass
Years of Experience
Provinces Served
Inspection Support
“A rare combination of deep technical expertise, national CPA firm advisory experience, regulatory inspection insight, and practical teaching ability.”
Practical • Standards-Based • Inspection-Focused
