Level I: Basic Staff Training

Overview

Part 1 of a 5-course series will address common issues new staff members face. We will focus on strategies to improve efficiency and quality control, build technical skills and make valuable contributions to a company. Part 1 dives into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA's rules effective Jan. 1, 2024, participants are required to be on camera and participate in the full- and small-group discussions to earn CPE credits for this group live - virtual course. As such, please make sure you are set up properly, with reliable internet (hard wired is best), a working camera and a working microphone.

Learning Objectives:

• Improve inexperienced staff members' knowledge, skills and attitudes to enable them to be more productive and profitable on audits, reviews and compilations.

• Role of new staff
• Understanding audit objectives
• Workpaper techniques
• Cash analytical procedures
• Compilation and review services
• Tax recognition and research techniques
• Auditing/reviewing selected accounts