In this course we will cover the key requirements for performing a review engagement under CSRE 2400 using a 6 step approach to an effective and efficient review engagement.

Join us to learn about the changes made in the accounting and assurance standards.  These are changes that have been effective or issued in 2018.

Accounting Standards for Private Enterprises

Accounting Standards for Not-for-Profit Organizations

Canadian Auditing Standards

Compliance Reporting

Compilat...

INCLUDES UPDATES ON THE NEW AUDITOR REPORTING STANDARDS

The 2018 Professional Engagement Guide (PEG) is now available.  This 2nd version of the PEG incorporates the requirements in the post-auditor reporting handbook which will be effective for period ends ending on or after December 15, 2018.

In ...

The AASB has issued an exposure draft on Compilation Engagements.

CSRS 4400 - Compilation Engagements will likely significantly change how practitioners in Canada perform review engagements.

This is a recording of a live webinar where Stuart Hartley, FCPA, FCA and Jennifer McCann, CPA, CA discuss ...

This webinar provides an overview about the nature of fraud and current trends including cybercrime. Using a simple 4 step process, learn how: • your clients or organization can take steps to protect themselves from fraud • you can help to deter your clients or senior management from ...

This course prepares junior staff members for their first inventory count. Through interactive scenarios, you will learn why we perform inventory counts, the importance of planning, and what to do at the count itself. The course also addresses some of the issues that may arise, the importance of ...

On-demand videos for each of the key PEG 2019 review forms. 

Learn how to use and complete the PEG 2019 forms on a form-by-form basis. Each video is approximately 5-7 minutes and illustrates how to document evidence and discussions using examples in the PEG 2019 review forms.

Also ...

This package includes the following 4 Introductory level Pragmatic Excel courses:

• Error Prompts
  
• Introduction to Lookup Functions
  
• Table Features
  
• Introduction to Pivot Tables
  

Many users shy away from pivot tables, thinking that specialized knowledge is required. In fact, pivot tables are one of the easiest and best features to use in Excel, as long as you follow a few simple ground rules. In no time you'll be transforming staid and/or overwhelming data sets into ...

You’ll discover a variety of techniques and tricks you can use to create spreadsheets that are free of errors in this comprehensive on-demand webcast. Excel expert David Ringstrom, CPA, demonstrates how to implement Excel features and functions, such as hide and protect features, the ...

In this comprehensive course, Excel expert David Ringstrom, CPA, provides a top-to-bottom overview of the Table feature. This valuable feature can transform the way you use Excel and increase your effectiveness. David discusses numerous opportunities to vastly improve the integrity of ...

In this presentation Excel expert David Ringstrom, CPA, takes you beyond the basics of pivot tables, which are a report writing feature in Microsoft Excel. You'll see how to transform unwieldy reports into pivot table-ready lists. David will then show how you can drill down into the ...

In this useful presentation, you’ll learn from Excel expert David Ringstrom, CPA, how to implement Excel’s internal control features within your spreadsheets. He explains how a variety of Excel features— Conditional Formatting, Data Validation, and custom number formats—can be used to control...

As an alternative to building cumbersome accounting worksheets for each month of the year, Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with ...

Are you looking for functions within Excel that allow you to rapidly develop accurate spreadsheets as well as look up information, such as pay rates, item prices, and accounting results? In this comprehensive course, Excel expert David Ringstrom, CPA, introduces you to several of these ...

Emotional intelligence (EQ) is the soft skill needed for finance professionals to manage their technical skills and bring them to optimal performance. 

Innovation practices can be learned and applied to many different types of CPA meetings, whether they're with your internal team members and/or external clients. Idea generation needs to be guided by a leader who can encourage all participants to contribute, and guide the development of fresh new...