It is challenging to create dynamic workpapers that reflect a high level of clarity, competence and compliance that also showcase your individuality and excellence. Build an understanding of the purpose for creating workpapers and the fundamental elements necessary to prepare, document and maximize the potential of each, particularly in an attestation environment. Harness the advantages of software to power your workpapers.

• Determine software technologies to make your workpapers more effective and efficient.
• Recognize concepts that result in effective workpapers.
• Identify basic standardization techniques for better organization.
• Determine necessary skills and knowledge to determine appropriate workpaper content in accordance with professional standards.
• Recognize legal implications of workpapers.
• Identify how to improve your documentation for peer reviews and PCAOB reviews.
• Determine who gets a copy of my workpapers; should clients?

• 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

CPAs who would like to refresh, refine or develop their workpaper and documentation skills through the use of software technologies in a paperless environment to comply with professional standards.