Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper?particularly, in an attestation environment. Harness the advantages of software to power your workpapers.
Determine software technologies to make your workpapers more effective and efficient. Recognize concepts that result in effective workpapers. Identify basic standardization techniques for better organization. Determine necessary skills and knowledge to determine appropriate workpaper content in accordance with professional standards. Recognize legal implications of workpapers. Identify how to improve your documentation for peer reviews and PCAOB reviews. Determine who gets a copy of my workpapers; should clients?
Leveraging Excel Effective workpapers: form, function, appearance and content Paperless concepts Workpapers for industry, audit and tax accountants Legal consequences of workpaper content Attestation standards documentation Peer review or PCAOB review documentation
CPAs, accountants, financial professionals and emerging professionals.