Description

Participants will learn how to review financial statements before releasing them to a client. This interactive workshop designed for practitioners in small and medium-sized CPA firms will include a lecture with generous time for questions and case studies to reinforce the concepts.

Presented by Mark Wille

Target Audience

Accountants and financial professionals

Course Objectives

• How to catch errors during the internal review process
• Partner Review processes
• Develop checklists to use for financial statement releases
• Discuss practical ideas and ways to implement relevant changes in the firm
• Implementing a quality control system in your CPA Practice
• Reviewing financial statements to practice this skill

Subjects

• Review of financial statements
• Financial statement case studies

Prerequisites

Familiarity with accounting concepts