Archives: Courses

Information Security – Protecting Company Data: Malware Trends and Mitigation Strategies 2024 – Self Study Course

Course Description The malware and cybersecurity landscapes are constantly shifting in response to the actions of one another. On one side, cybersecurity experts are identifying, analyzing, and patching new forms of malware as consistently as possible so they can be detected by antivirus software and purged from infected systems before they can cause harm to …

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Ohio Ethics – Ohio Professional Standards and Responsibilities – 2024 – Self Study Course

Course Description Ohio Professional Standards and Responsibilities is an ethics CPE course that is designed for a CPA’s initial licensure, a return to practice or for CPAs that are required to comply with disciplinary compliance mandated by the Ohio Board of Accountancy. This ethic course emphasizes Chapter 4701 of the Ohio Revised Code (ORC) and …

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Ethics for Enrolled Agents 2024 – Self Study Course

Course Description Professionals such as Enrolled Agents are required to make ethical decisions daily when performing the duties of their practice.  Ethical decisions are influenced by many different factors, such as culture, motivation, power, and others.  This training course will describe some of the ethical considerations that influence the decision making process through the lens …

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Improving Work Processes using Agile Kanban – 2024 – Self Study Course

Course Description Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases …

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Improving Work Flow Using Agile Lean – 2024 – Self Study Course

Course Description Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases …

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An Introduction to Agile Project Management – 2024 – Self Study Course

Course Description Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases …

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Improving Teamwork Using Agile Scrum Project Management – 2024 – Self Study Course

Course Description Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected. This course will describe the …

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Improving Code and Reducing Risk Using Agile XP – 2024 – Self Study Course

Course Description Most CPAs find themselves performing many different financial activities throughout the week. Although most CPAs are not official project managers, the different financial activities such as audits, preparing financial statements, and preparing tax returns may be handled as individual projects. As a result, a project management methodology needs to be selected and in many cases …

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Duties When Managing a Project – 2024 – Self Study Course

Course Description CPAs are highly respected individuals who are intelligent in strategic business dealings and other issues. Some services they provide include audits and reviews, consulting services, forensic accounting, financial planning, etc. Each of these services are a specific need for a client that the practitioner must carry out. Due to the nature of these …

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Improving Writing Skills for CPAs – 2024 – Self Study Course

Course Description The responsibility of a CPAs is to provide professional services for their clients. The majority of these services require the practitioner to produce documents and other written works for a variety of reasons. Improving Writing Skills for CPAs is a course that will provide both an overview and guidance for improving writing skills. This course …

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Interpersonal Skills for CPAs – 2024 – Self Study Course

Course Description Most CPAs work in an office with other CPAs and office staff. Interpersonal skills are the skills that should be used by all practitioners to establish and maintain relationships with others. This course will identify the interpersonal skills required in a business environment.  This course will describe the communication process between co-workers and the …

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Leadership and Motivation for a Practice – 2024 – Self Study Course

Course Description Leadership is a broad term that describes the skill of leading or directing individuals, teams, or a business organization. The practice owner or managing partner serves a critical leadership role for their practice. Individual practitioners may also be required to lead teams. Leadership requires motivating office staff members. Leadership and Motivation is a course that will describe …

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Leading Effective Meetings for CPAs – 2024 – Self Study Course

Course Description All practices consist of multiple individuals and groups working towards the success of the organization and their practice. To ensure that all employees are on the same page, meetings are sometimes required. There will be meetings consisting of only practitioners, others with only office members, and still other meetings that includes all employees …

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Effective Communication Styles for CPAs – 2024 – Self Study Course

Course Description Working with clients requires all practitioners to be able to communicate effectively. Effective Communication Styles for CPAs is a training course that will define the various communication styles that are available to CPAs. This course will define the communication process and describe the two parts to every message. This course describes four communication styles. …

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Performing Auditing and Other Assurance Services – 2024 – Self Study Course

Course Description Auditing and assurance services are important services provided by CPAs. Performing Auditing and Other Assurance Services is a course that will describe auditing and assurance services. This course will identify the different types of audits and the different types of assurance services. This course will define the importance of ethics in the CPA and …

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Auditing – Evaluation of Internal Controls – 2024 – Self Study Course

Course Description Internal controls are required to ensure the integrity of financial and accounting information, promote accountability, and prevent fraud. This course will describe the importance of internal controls and the purpose of audit committee. This course will review the goals for internal controls and discuss the internal control framework used by most companies based …

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Fraud Auditing – 2024 – Self Study Course

Course Description In every audit, the auditor is required to specifically assess the risk of material misstatement of the financial statements due to fraud. Fraud auditing is a course that examines the types of fraud considered by auditors when auditing financial statements: fraudulent financial reporting and misappropriations of assets. This course describes the way auditors gather information to …

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