Effective Workpaper Techniques: Building a Better Workpaper 2024

Overview

Creating dynamic workpapers that reflect a high level of clarity, competence and compliance can be challenging. Learn to build a better workpaper that also showcases your individuality and excellence. Gain a better understanding of the fundamental elements necessary to prepare, document and maximize the potential of each workpaper-particularly in an attestation environment. Harness the advantages of software to power your workpapers.

Highlights

• Leveraging Excel and technology in a paperless environment
• Effective workpapers: form, function, appearance and content
• Workpaper standards for industry, audit and tax accountants
• Attestation standards documentation and consequences of workpaper content
• Peer review or PCAOB review documentation

Prerequisites

None

Designed For

CPAs, accountants, financial professionals and emerging professionals.

Objectives

• Identify and determine software technologies to make your workpapers more effective and efficient
• Recognize concepts that result in effective, standardized, and organized workpapers for both internal purposes as well as external peer and PCAOB reviews
• Determine and develop necessary skills and knowledge to recognize appropriate workpaper content in accordance with professional standards

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by the California Education Foundation (CalCPA). Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.