Drop-In Professional Access Membership
You Don't Have to Figure Everything Out Alone.
When something comes up in practice and you're unsure what to do next, bring the question to David Orbst, CPA, at one of two live 75-minute Professional Access sessions each month.
$150/month + HST • Scheduled Virtual Calls • Drop In On Call Days • Cancel anytime
THE APPROACH
We Answer The Questions Training Doesn't Always Answer
“I have a compilation engagement and I'm not sure whether this situation affects acceptance.”
“I understand what CSQM requires, but how do I actually deal with this in my practice?”
“I'm preparing for practice inspection and I'm not sure whether my documentation is sufficient.”
“I have a situation with a client that wasn't covered in the training.”
You may not need ongoing consulting or formal mentorship. But when something comes up in practice, you have a place to bring the question and an experienced practitioner to help you think it through.
The Experience
The Membership Experience.
Have A Question
An acceptance concern, a documentation doubt, a client situation you haven't seen before.
Submit It Through DevelopCPA
Use the Member Question Form, ideally 24 hours before the session.
Attend the Next Session
Two live 75-minute virtual sessions biweekly on Tuesdays. Bring your practice questions. Worked through together.
Leave With a Next Step
Know what the standard requires, what facts matter, what to document and what to consider doing next.
Scheduled Access • Practical Guidance
Topics May Include
The Conversation Responds to What Practitioners Actually Need
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.
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 Practitioners
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.
developCPA offers a rare combination of deep technical expertise, national CPA firm advisory experience, regulatory inspection insight, and practical teaching ability.
What We Discuss
David Helps You Think It Through. You Stay in Control of Your File.
- ✓Compilation engagements and CSRS 4200
- ✓CSQM and quality management in practice
- ✓Practice inspection readiness and documentation
- ✓Engagement acceptance and continuance
- ✓Professional judgment and practitioner responsibilities
- ✓Client situations, workflow and practice management
“Discuss the issue — don't review the file.”
Professional Access is a shared group discussion. It does not include file or working paper reviews, written technical opinions, compliance sign-off, private 1:1 consulting, urgent or on-call support, or direct email, phone or text access to David.
Where a matter needs document review or time-sensitive help, a separate private advisory consultation can be arranged. You remain responsible for your own engagements and professional decisions.
Membership at a Glance
One Simple Monthly Membership
Ideal for sole practitioners, small-firm CPAs, newer public practitioners and anyone without regular access to a senior practitioner.
DevelopCPA Professional Access
$150
per month + HST • month-to-month
- ✓ 2 live 75-minute sessions per month
- ✓ Mentor: David Orbst, CPA
- ✓ Up to 2 submitted questions per month
- ✓ Attend whenever you need support
- ✓ Learn from other practitioners' questions
- ✓ Cancel anytime before your next billing cycle
Enroll in Professional Access
When You Need Senior-led Discussions, You'll Know Where to Go.
Peace of Mind for When you Need It.
Professional guidance when questions arise in practice. Peace of mind when they don't. Complete the form to enroll and receive access to upcoming Professional Access sessions and the DevelopCPA member area.
Professional Access provides guidance and does not replace your own professional judgment or responsibilities for your engagements.
GET ON THE WAITLIST
- ACCESS BEGINS NOVEMER 1st, 2026
- $150/month + HST begins once application is accepted
Prescheduled Calls. No long-term commitment. Cancel Anytime.
