Surgent's Client and Engagement Management (Audit Skills Training - Level 4) (A4M8)

Course Details

Date

Self-Study

Location

Online

Field of Study

Accounting & Audit

CPE Credit

3 hours CPE credit

Level of Knowledge

Intermediate

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Experience on basic audit engagements

Description

Sound client and engagement management can influence both the effectiveness and efficiency of an audit engagement. This module will provide guidance on how to maximize return on time spent with critical areas, such as budgeting, scheduling, client assistance and delegation.

Highlights

  • Importance of quality control on audits
  • Why budgets are not used, and how to overcome the barriers to success
  • Determining useful budget amounts to use as a tool
  • Better engagement scheduling tips for improved efficiency
  • Making sure the client is ready on the first day of the audit
  • Delegating for professional development and leveraging audit hours
  • Handling difficult delegation scenarios
  • Better engagement wrap-up tips and techniques

Designed For

Accountan

Course Pricing

WYOCPA Member Fee

Applicable if you are a WYOCPA member in good standing.

$54.00
Non-Member Fee

Applicable if you are not a WYOCPA member.

$54.00
Your Price $54.00

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