Effective Workpaper Techniques: Building a Better Workpaper

Description

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
• Effective workpapers: form, function, appearance and content
• Paperless concepts
• Workpapers for industry, audit and tax accountants
• Legal consequences of workpaper content
• Attestation standards documentation
• Peer review or PCAOB review documentation

Objectives

• Understand when an individual's moral compass is set and the impact it has on ethical decisions
• Recognize the different ethical philosophies and how each affects ethical decisions
• Evaluate how to get individuals with differing views to accept an alternate interpretation without feeling as if they are acting unethically
• Learn how to enhance team results by identifying areas of agreement and disagreement so that they can be handled separately
• Recognize the social responsibility of business and how it is often more profitable to meet that responsibility than to avoid it

Designed For

CPAs, accountants, financial professionals and emerging professionals.