NOT JUST TRAINING. A COMPETITIVE ADVANTAGE.

Give your new hires the tools to hit the ground running. This course accelerates their learning curve, ensuring they develop the technical skills, efficiency, and professional mindset needed to add value from day one.

Role of New Staff : Setting them up for Success
The profession is evolving, and so are client expectations. This session helps new staff understand how a “total service approach” drives firm growth—and how they can contribute from day one.

Audit Objectives: Building a Strong Foundation
Your team will gain a clear, structured understanding of the audit process, key objectives, and critical decision points. They’ll learn when and how to apply transaction and balance tests efficiently.

Accounting Data Analytics (ADA): A Must-Have Skill
This module introduces your staff to data-driven decision-making, giving them hands-on experience applying analytics to real-world client scenarios.

Working Paper Techniques: Reducing Errors & Increasing Efficiency
New staff will review and critique cash working papers, identify common mistakes, and learn best practices for accuracy and efficiency—including the benefits of electronic working papers.

Analytical Procedures: Strengthening Risk Assessment
Participants will develop the skills to apply analytical procedures effectively, using case studies to spot red flags and assess risk with confidence.

Compilation & Review Services: Understanding Responsibilities
This session breaks down the differences between compilations, reviews, and audits, ensuring your team understands levels of assurance, required procedures, and GAAP-compliant financial statement preparation.

Tax Recognition & Research: Identifying Risks & Opportunities
New staff will sharpen their ability to recognize tax implications for small and mid-sized clients. Using case studies, they’ll practice conducting basic tax research to support compliance and planning.

Auditing & Reviewing Accounts: Improving Accuracy & Effectiveness
Your team will build expertise in auditing key balance sheet accounts, including A/R, A/P, and notes payable. Small-group case studies reinforce practical strategies for gathering and evaluating evidence efficiently.