COURSE #: 2020092321
INSTRUCTOR: Tim Christ, M.B.A., Sr. Exec. Account Manager, Express Information Systems
1 CE hours
Course platform to be determined as we receive updates on COVID-19 guidelines.
Nonmembers CPAs pay an additional $21.25 per credit hour for CE classes; nonmember CPAs will be held responsible for paying this additional amount.
How many of your clients have well-documented systems and processes?
Do your audits routinely take more time than you or your clients would like due to “additional information required?”
With the advent of various graphical display tools, there are a host of new tools available for financial reporting, auditing and budgeting.
In professional services, we understand that part of what we offer is the “sizzle” and not just the steak. And, how professionally, creatively and uniquely we can present the client’s information to them is just as important as the information itself.
The objective of this workshop is to review and identify those areas where client systems and/or processes are deficient and provide recommendations for improvement. It will also provide you with multiple client examples that will be able to help you in future client engagements.
Learning Objective(s):The objective of this workshop is to review and identify those areas where client systems and/or processes are deficient and provide recommendations for improvement in order to assist clients.
Prerequisites: The method of presentation is group live-instruction and the program level is basic to intermediate. There are no prerequisites for this course nor is there any advanced preparation required