Entry-Level Accountant Skills Training—Part 3, Contributing to a CPA Firm’s Success

Date: 12/2/2024
Time: 3:00 PM - 5:00 PM EST
CPE Credit: 2 hours

Focusing on the operation of typical CPA firms, these materials will provide an overview understanding of the environment that entry-level accountants will encounter as they enter the accounting profession.
The materials also include discussions of ways ELAs can contribute to the success and profitability of their firms and, at the same time, make investments in their professional growth and development.

Topics Covered

• A foundation of operating philosophies
• Positions and responsibilities in CPA firms
• Understanding definitions of financial terms
• Time reporting
• Planning to get work done better and faster
• Increasing utilization and decreasing write offs of time charges
• Work time saving techniques
• Accomplishing purposes of working papers
• Contents of working paper files
• Working paper indexing and cross-referencing
• Working paper preparation rules

• Learn the relationship of time reporting and CPA  firm finances
• Understand the integration of personal and firm goals.
• Know the common staff structure of CPA firms.
• Learn how staff assistants can increase CPA firm profitability
• Understand the purposes and content of audit documentation
• Be able to effectively prepare engagement working papers