Overview
Improve inexperienced staff members' knowledge, skills and
attitude to enable them to be more productive and profitable on audits, reviews
and compilations.
Role of
New Staff : Setting them up for Success
The profession is evolving,
and so are client expectations. This session helps new staff understand how a
“total service approach” drives firm growth—and how they can contribute from day
one.
Audit
Objectives: Building a Strong Foundation
Your team will gain a
clear, structured understanding of the audit process, key objectives, and
critical decision points. They’ll learn when and how to apply transaction and
balance tests efficiently.
Accounting Data Analytics (ADA): A Must-Have
Skill
This module introduces your staff to data-driven
decision-making, giving them hands-on experience applying analytics to
real-world client scenarios.
Working
Paper Techniques: Reducing Errors & Increasing Efficiency
New
staff will review and critique cash working papers, identify common mistakes,
and learn best practices for accuracy and efficiency—including the benefits of
electronic working papers.
Analytical Procedures: Strengthening Risk
Assessment
Participants will develop the skills to apply analytical
procedures effectively, using case studies to spot red flags and assess risk
with confidence.
Compilation & Review Services: Understanding
Responsibilities
This session breaks down the differences between
compilations, reviews, and audits, ensuring your team understands levels of
assurance, required procedures, and GAAP-compliant financial statement
preparation.
Tax
Recognition & Research: Identifying Risks &
Opportunities
New staff will sharpen their ability to recognize tax
implications for small and mid-sized clients. Using case studies, they’ll
practice conducting basic tax research to support compliance and
planning.
Auditing
& Reviewing Accounts: Improving Accuracy &
Effectiveness
Your team will build expertise in auditing key balance
sheet accounts, including A/R, A/P, and notes payable. Small-group case studies
reinforce practical strategies for gathering and evaluating evidence
efficiently.