How to Review Financial Statements

General Description:

Participants will learn how to review financial statements before releasing them to a client. This interactive workshop designed for practitioners in small and medium-sized CPA firms will include lecture with generous time for questions and case studies to reinforce the concepts. This will make the rules clear to the participants and assist in practical implementation. Participants are encouraged to ask questions.

Learning Objective:

After completing this course the participant will be able to:

• Catch errors during the internal review process.
• Evaluate partner review processes.
• Develop checklists to use for financial statement releases.
• Discuss practical ideas and ways to implement relevant changes in the firm.
• Implement a quality control system in the CPA practice.
• Practice reviewing financial statements..

Instructors:

Mark F. Wille, CPA, has been a peer reviewer and a member of the California CPAs Accounting and Auditing Committee for more than 30 years. His practice consists mainly of small business clients for whom he provides substantial strategic planning and financial coaching. He provides consulting for CPAs regarding various accounting and auditing matters and practice management, performs annual peer review inspections, and assists in the sale of their practices. Mark recently sold his practice to JLK Rosenberger CPAs.

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