Archives: Courses

Auditing – Considering Management Plans and OCBOA Reports (v22) – Video Self Study Course

Course Description Auditing – Considering Management Plans and Special Reports is a CPE course that will review SAS numbers 59 and 62. This course will discuss the auditor’s responsibility in evaluating an entity’s ability to continue as a going concern. This course will review auditor’s considerations relating to management’s plan and its effective implementation. The …

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Auditing – Supplementary Information, Client Illegal Acts and Analytical Procedures (v22) – Video Self Study Course

Course Description Auditing – Supplementary Information, Client Illegal Acts and Analytical Procedures is a CPE course that will review SAS numbers 51, 52, 54 and 56. This course will discuss reporting standards defined by SAS No. 51 for financial statements prepared for use outside of the United States. This course will describe the procedures to …

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Auditing Procedures for Public Warehouses (v22) – Video Self Study Course

Course Description Auditing Procedures for Public Warehouses is a CPE course that will discuss controls that required for warehouses and the storages of goods. This course will describe the difference between terminal warehouses and field warehouses. This course will define the two general approaches to audit sampling: non-statistical and statistical sampling. This course will discuss …

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Information and Documents Included in the Auditor’s Report (v22) – Video Self Study Course

Course Description Information and Documents Included in the Auditor’s Report is a CPE course that will discuss the guidance concerning other information and documents included in addition to audited financial statements and the independent auditor’s report. This course will review the procedures an independent auditor should consider in regards to SAS No. 12 Inquiry of …

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Responsibilities and Functions of the Independent Auditor (v22) – Video Self Study Course

Course Description Responsibilities and functions of the independent auditor is a course that will discuss the role and function on an independent auditor. This course will the requirements for an auditor’s proficiency and level of required training. This course will examine adherence and application of generally accepted accounting principles. This course will discuss the process …

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Effective Communication Styles for CPAs (v22) – 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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Managing Project Communications (v22) – 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 …

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Leading Effective Meetings for CPAs (v22) – 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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Leadership and Motivation for a Practice (v22) – 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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Interpersonal Skills for CPAs (v22) – 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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Improving Writing Skills for CPAs (v22) – 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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Duties When Managing a Project (v22) – 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 Code and Reducing Risk Using Agile XP (v22) – 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 (v22) – 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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An Introduction to Agile Project Management (v22) – 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 (v22) – 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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