Audit working papers provide the necessary evidence that the audit was planned and performed per US generally accepted auditing standards (GAAS) and meeting legal and regulatory...
This course examines actual fraud circumstances through the lens of potential prevention. We will examine how selected frauds were accomplished and consider what internal controls...
This course provides in-depth information to enable the practitioner to make a well-informed decision as to whether a trust is the appropriate vehicle for a client’s financial...
Do you use Microsoft (Office) 365? Are you satisfied that you are getting the most that you can from it? If you answered yes then no, this course will provide a really high return...
During this presentation, the most common mistakes made by employee benefit plan auditors, as well as plan sponsors will be identified. Best practices for handling specific issues...
Running or advising a small business? KPI Bootcamp can help you quickly find and deploy the right KPIs to achieve your, or your client's, goals. Delivered by Bernie Smith, KPI...
When you're working with clients, it's not always smooth sailing (though we wish it was). Often we need to have difficult conversations. Whether it's to overcome objections...
With many technologies now ready for “prime time,” it’s exciting to see some of the options for improved productivity in CPA firms. Learn more about these new tools in this session...
This presentation highlights the latest legislative changes affecting depreciation and capitalization rules, including inflation increases and Section 179 and 168(k) deductions....
Automation options abound, and in this session, you will learn how to take advantage of many personal automation tools and services. You will learn about various automation...
This program addresses the role of client internal controls for balancing efficiency and effectiveness in a risk-based audit. Practical insights regarding an auditor's assessment...
Difficult conversations tend to be avoided because professionals shy away from the uncomfortable, and the fear of polarizing their relationships. Participants will learn strategies...