Staff Training for Accounting and Auditing: Basic

Course Details


Monday, September 27 – Wednesday, September 29, 2021

9:00am – 4:30pm (Registration: 8:30am)



Field of Study

Accounting & Audit

CPE Credit

24 hours CPE credit

Level of Knowledge





First-year staff with at least two weeks of experience on audits, compilations or reviews.


Part one of a four-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company.

Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts.

All of AHI's courses rely heavily on participant interaction and these virtual programs have co-opted many of Zoom's features to preserve the same strengths of the in-person training:

 visual interaction between the instructor and all participants (plan to be "on screen" throughout the program)
 breakout rooms to ensure small group engagement and instructor interaction
 screen share for small group presentations
 easy delivery of video presentations
 fillable PDF for online note-taking in the course materials


  • Role of new staff (2.5 hours)
  • Understanding audit objectives (1 hour)
  • Working paper techniques and cash (3.5 hours)
  • Analytical procedures (4 hours)
  • Compilation and review services (4 hours)
  • Tax recognition and research techniques (2.5 hours)
  • Auditing and reviewing selected accounts (6.5 hours)


  • Summarize the prevalence and impact of fraud.
  • Explain the fraud triangle.
  • Illustrate the most frequent frauds against clients.
  • Recognize fraud risks.
  • Demonstrate how clients may protect themselves; fraud prevention tips and internal -controls.

Designed For

Entry-level and emerging accounting and financial professionals.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee

Non-Member Fee

Your Price

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