This is an 8 hour course combining our 3 most popular short courses: “Practice Management”, “Top Tech Topics” and “Accountants Reports”. (4 taxes) (2 computer science) (2 accounting)
This course addresses vexing small firm practice issues and provides common sense guidance for choosing tax software, fees, billing, interviewing clients, tax return processing, client relationships, compliance, liability and practice transfer issues. New for 2010, this is America’s 1st course designed for small firms by small firms.
Top Tech Topics
This course is designed to cover the “What’s New” section of our 8-hour technology course. We discuss pitfalls and advantages of changing to Windows 7 from a real practitioner point of view, the latest software and hardware tools, online applications, web portals and more. This two hour class may be the best value-added short course in America.
We start by reviewing the basic requirements necessary to issue a compiled or reviewed accountant's report. We then carefully examine the proper wording of compiled financial statement reports in most GAAP and Tax presentations from the point of view of a practitioner. We conclude by discussing review reports and special situation reports. We provide the student with examples for all situations.