Documentation Techniques for Entry Level Staff
*Includes Practice Aids - Updated for Risk Assessment Standards and SAS 103*
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Prepare workpapers that will minimize review notes and cut
down on your time. Through interactive cases, you will learn how to:
Perform procedures typically assigned to first year staff accountants
Document accounting, compilation, review, and audit services.
This course is a must to help new staff “hit the ground running”.
Designed For
New entry level staff accountants (less than one year
of experience). The course allows participants to easily make the transition from
the classroom to the “real world”.
Objective
Participants will be able to:
Prepare documentation for a compilation, a review, and an audit that clearly, concisely, and completely document the work performed.
Perform those procedures typically assigned to first year staff accountants.
Topics include: Practical documentation formats that
eliminate unnecessary work... The ABCs of preparing documentation, including SAS 103
requirements... Typical documentation deficiencies... Analysis of
receivables... Property, plant and equipment - capitalization, depreciation and
leases... Payables and other accrued liabilities... Documentation of revenue
and expenses.
Presentation Method: Lecture and group discussion of cases requiring actual preparation
of documentation.
Level of Knowledge: Basic
Prerequisites: None
Recommended CPE Credit: 8 hours
Field of Study: Auditing
Advance Preparation: Participants should bring a calculator to the session.
Availability Date: 07/01/2008
Author(s): Margaret Loscalzo, CPA and John Fleming, CPA