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20SR-0008: Staff Training: Semi-Senior (Virtual)

If you have questions about this event, please call us at 952-831-2707.

Multi-day course:
Wednesday, November 18, 2020 - Friday, November 20, 2020
8:30am - 4:30pm Central Time
24 CPE (21 technical, 3 non-technical)

In this virtual workshop, staff will gain the skills and confidence needed to successfully handle small engagements while meeting the needs of both the client and the firm. They'll leave with the capabilities to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability. Plus, they'll build their skills with analytical procedures, financial statements, footnotes and corporate tax issues.

Major subjects

  • Satisfying client and firm needs -- tips to ensure good communication with clients and partners
  • Applying the Statements on Standards for Accounting and Review Services (SSARS) and Statement on Auditing Standards (SAS) requirements in cases covering ratio analysis and analytical procedures
  • How to use analytical procedures as tools to provide better client service
  • Conducting small audits -- financial accounting process, transaction cycles and the nature of Generally Accepted Accounting Principles (GAAP)
  • Audit case study practice -- understanding the client and its environment; assessing control risk, inherent risk and risk of fraud; linking assessed risks to resulting evidence; designing the most efficient audit approach; and making management suggestions on small jobs
  • Review service engagements -- SSARS requirements and problems encountered in applying them to reviews and compilations
  • Differences in the nature and extent of procedures necessary for completing reviews and compilations
  • Case study practice covering analytical procedures, workpapers, common GAAP problems, and how to effectively use review service engagement forms and checklists
  • Case study practice reviewing and recommending changes in format, terminology and account groupings for a set of financial statements
  • Adhering to firm policies and professional judgment when adapting to varying circumstances
  • Case study practice organizing and outlining financial statement footnotes, evaluating an independent accountant's review report and reporting on an engagement
  • Case study practice identifying and resolving numerous tax issues to determine a small business client's tax liability
  • Case studies involving unethical tax return preparation, methods of depreciating assets and determining the appropriate form of business organization

Learning objective(s)

  • Complete smaller audits, reviews and compilations with minimum supervision and maximum profitability

Who should take this program?

CPA firm staff with one to two years of experience, including one tax season


Our records indicate you are a nonmember. If you register, you will be charged $649.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $599.00
checkmark Standard Nonmember Fee $649.00

More program information

Instructor Bruce Dunn
Location Online
of study
Accounting & audit
of study
Business Management & Organization - Non-Technical (3.0)
Accounting - Technical (10.0)
Taxes - Technical (4.0)
Auditing - Technical (7.0)
Level Intermediate
Format Group Internet Based
Sponsor Minnesota Society of CPAs
NASBA ID#: 139884
Prerequisites Prereq. One to two years of experience, including at least one tax season, recommended.
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.