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Cpadotcom

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COMPILATION, REVIEW, AND PREPARATION STANDARDS
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REVIEW STANDARDS AND INDEPENDENCE
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GAAP UPDATE FOR NON-PROFITS
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IN-KIND DONATIONS: ACCOUNTING AND RECOGNITION FOR NON-PROFIT ORGANIZATIONS
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BEST ACCOUNTS PAYABLE PRACTICES FOR INVOICE HANDLING
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Cpadotcom compliance

BALANCING COMPLIANCE AND EFFICIENCY IN PREP, COMP AND REVIEW ENGAGEMENTS

Cost Free   CPE Credits 1.0 hour   Subject Area Accounting  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

Compliance with standards is paramount to your success as an accounting professional – it’s a must. But do you ever wonder if ensuring compliance might be impacting your bottom line or your ability to better service clients? Whether it’s time spent on additional work to make you feel confident that you are in compliance, chasing required information from clients or administrative tasks, many firms may not realize the time and efficiency they lose along the way.

Join Matt Towers, Product Marketing Manager at CPA.com, to learn strategies for improving realization rates on your prep, comp and review engagements while maintaining compliance as a top priority.
In this session you will learn how to:


  • Reduce the effort of incorporating guidance into your methodology

  • Establish a better workflow for client collaboration

  • Leverage technology like OnPoint PCR to effectively manage and secure engagements

  • Evaluate your current process to identify your biggest opportunities for improvement

Matt Towers

CPA.com
Product Marketing Manager
matt.towers@hq.cpa.com
(734) 707-4974

Cpadotcom

In his current position, Matt is responsible for managing the CPA.com assurance product line. Matt has over 18 years of experience working in the tax & accounting technology industry with a specific focus in accounting & auditing technology and process. Having worked with thousands of accounting firms over the years to help them understand how to interweave relevant technology and business process, Matt has a keen understanding of the challenges and opportunities facing the profession today. Matt has been a featured speaker at thought leadership events, and he has had A&A focused articles published (most recently in the CPA Practice Advisor).

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Cpadotcom
CPA.com is known for bringing innovative solutions to the accounting profession, either in partnership with leading providers or directly through its own development. The company has established itself as a thought leader on emerging technologies and as the trusted business advisor to practitioners in the United States, with a growing global focus.
 
Our company’s core mission is to drive the transformation of practice areas, advance the technology ecosystem for the profession, and lead technology research and innovation efforts for practitioners.
 
A subsidiary of the American Institute of CPAs, the company is also part of the Association of International Certified Professional Accountants, the world’s most influential organization representing the profession. For more information, visit CPA.com.