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
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