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.