Staff Training Level II

Overview

Prepare your experienced staff to take ownership of smaller audits, reviews, and compilations with minimal supervision. This program sharpens their technical skills, efficiency, and profitability-turning them into valuable assets for your firm.

Highlights

Your staff are stepping up, taking on more responsibility, and engaging more directly with clients. This level sharpens their technical abilities, critical thinking, and client service skills.

Satisfy Client and CPA Firm Needs: Building Stronger Relationships

Effective communication is the foundation of client and partner relationships. Your team will refine their ability to communicate clearly, manage expectations, and respond proactively to client needs. They’ll also analyze real-world scenarios to identify and correct poor communication practices.

Apply Analytical Procedures: Turning Data into Action

Your staff will deepen their understanding of analytical procedures for audits and reviews. Using real cases, they’ll apply SSARS and SAS requirements, conduct ratio analysis, and use financial insights to help clients run their businesses more effectively.

Conduct Small Audits: Strengthening Audit Execution

Building on their foundational knowledge, participants will audit a small client, assess risks, and develop an efficient audit approach. They’ll gain experience in control risk assessment, fraud detection, and management recommendations.

Perform Review Service Engagements: Mastering Compliance & Best Practices

Your team will explore the SSARS framework and the key differences between compilations and reviews. Using a major case study, they’ll refine their ability to perform procedures, prepare working papers, and navigate GAAP-related challenges.

Draft Financial Statements and Footnotes: Enhancing Clarity & Compliance

Participants will critique and improve financial statements, ensuring alignment with firm policies and professional standards. They’ll also structure footnotes and evaluate review engagement reports for accuracy and completeness.

Improve Corporate Tax Knowledge: Identifying Key Tax Issues

Your staff will strengthen their ability to recognize tax issues affecting small businesses. Through case studies, they’ll navigate tax liability calculations, depreciation methods, and entity selection considerations while applying ethical tax research practices.

Designed For

Staff with 1 to 2 years experience and at least one tax season

Objectives

To enable more experienced staff to complete smaller audits, reviews and compilations with minimum supervision and maximum profitability.

Preparation

None