Becoming Better Tax and Audit Engagement Leaders—Part 3, CPA Firm Management Principles

Date: 6/17/2025
Time: 3:00 PM - 5:00 PM EST
CPE Credit: 2 hours

This webinar focuses on management principles that underpin the job responsibilities of engagement leaders in auditing, accounting & tax practices of CPA firms.

Topics Covered

• Engagement budgeting principles
• Formalizing the engagement management system
• Definitions CPA firm management terminology
• Explanations of common CPA firm management ratios
• Billing and collection policies
• A risk-based approach to working paper review
• Working paper review responsibilities for in-charge accountants and engagement leaders
• Approach to reviewing tax engagements
• Practical management issues

Learning Objectives:

• Become better engagement management professionals
• Understand CPA firm finances
• More effectively manage the working paper review process
• Begin to function as “partners in training”