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.
Learning 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
Major Topics
- Review of financial statements
- Financial statement case studies
