Assurance: Documentation: An Introduction

Practitioners are always required to prepare appropriate engagement documentation. Such documentation provides a record of work performed and evidence that the engagement was planned and performed in accordance with professional standards. In this course you will learn the importance of good ...

On demand, 1.5 hour(s)

$149 ($0)

4.35 (102)

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Course Description

Practitioners are always required to prepare appropriate engagement documentation. Such documentation provides a record of work performed and evidence that the engagement was planned and performed in accordance with professional standards. In this course you will learn the importance of good documentation, the various types of documentation used including memos and checklists, recording notes from a client interview, how to cross reference a file and other audit evidence obtained, the use of annotations, how much information is enough and writing conclusions reached.

Course Walkthrough

  • Course: Documentation: An Introduction
  • Assessment: Documentation: An Introduction
  • Documentation: An Introduction Slide Deck
  • Forum: Participant Discussions

    This forum is for questions specifically related to the course Documentation: An Introduction.

  • Feedback / comments
  • Certificate: Assurance: Documentation: An Introduction

About the Instructor(s)

Picture of Jennifer McCann
Jennifer McCann

Jennifer McCann is the vice-president of FocusROI Inc. and CEO of FocusCPD Inc. With over 20 years of experience, Jennifer assists accounting firms with the effective and efficient application of accounting and assurance standards, the maintenance of quality control systems, and the creation and development of relevant training programs.

Prior to joining FocusROI, Jennifer was a senior manager at EY, working in the private mid-market practice of the National Professional Practice Group. There she consulted partners and staff on various accounting and assurance matters, performed quality reviews, and delivered partner and staff training. She has held senior management positions at other mid-sized and national accounting firms where, in addition to managing client engagements, she developed audit templates, programmed audit automation software, led the staff training initiatives and performed quality control procedures.

Jennifer is currently serving as a member of the International Auditing and Assurance Standards Board (IAASB) Data Analytics Project Advisory Panel and is also an active program instructor for the Chartered Professional Accountants of Ontario.


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