Satisfy
Client and CPA Firm Needs: Building Stronger Relationships
Effective
communication is the foundation of client and partner relationships. Your team
will refine their ability to communicate clearly, manage expectations, and
respond proactively to client needs. They’ll also analyze real-world scenarios
to identify and correct poor communication practices.
Apply
Analytical Procedures: Turning Data into Action
Your staff will
deepen their understanding of analytical procedures for audits and reviews.
Using real cases, they’ll apply SSARS and SAS requirements, conduct ratio
analysis, and use financial insights to help clients run their businesses more
effectively.
Conduct Small
Audits: Strengthening Audit Execution
Building on
their foundational knowledge, participants will audit a small client, assess
risks, and develop an efficient audit approach. They’ll gain experience in
control risk assessment, fraud detection, and management
recommendations.
Perform
Review Service Engagements: Mastering Compliance & Best
Practices
Your team will
explore the SSARS framework and the key differences between compilations and
reviews. Using a major case study, they’ll refine their ability to perform
procedures, prepare working papers, and navigate GAAP-related
challenges.
Draft
Financial Statements and Footnotes: Enhancing Clarity &
Compliance
Participants
will critique and improve financial statements, ensuring alignment with firm
policies and professional standards. They’ll also structure footnotes and
evaluate review engagement reports for accuracy and
completeness.
Improve
Corporate Tax Knowledge: Identifying Key Tax Issues
Your staff will
strengthen their ability to recognize tax issues affecting small businesses.
Through case studies, they’ll navigate tax liability calculations, depreciation
methods, and entity selection considerations while applying ethical tax research
practices.