Audit Not Required? Understand Your Options (Preparations, Compilations, Reviews) and Best Practices for Being Well-Prepared

Event type:  Webinar
Date:  August 29, 2017
Time:  11:00AM EST-12:00PM EST

Understanding the difference between an audit vs. a review or compilation may not only save your organization time and money, it may also provide a better solution to your financial reporting needs.  While less burdensome to the organization, reviews and compilations still require proactive financial policies and early preparation to work through the process successfully with your CPA and avoid costly surprises.

Join Gelman, Rosenberg & Freedman CPAs for a continuation of our May webinar, The Road to Audit Readiness: Best Practices for Closing the Books at Year-End, with a look at reviews and compilations.  Our accounting professionals will share best practices from their extensive experience helping organizations assess their financial reporting needs, set sound financial policies and procedures, and initiate advance preparation for items needed during the process.

Our presenters will address:

  • When is a review or compilation appropriate (vs. an audit)?
  • What to expect during the process
  • Policies and procedures your financial staff should follow throughout the year
  • Best practices for preparing for your next review or compilation
  • Common mistakes

Additional Program Details

Learning Objective: To provide attendees with a better understanding of audit alternatives and how to prepare for them.
Instructional Delivery Methods: Group Internet-based
Recommended CPE: 1.0 CPE
Recommended Fields of Study: Accounting
Prerequisites: None Required
Advance Preparation: None
Program Level: Basic
Course Registration Requirements: None
Refund Policy: No fee is required to participate in this session.
Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our seminar participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

Registration:  Click Here To Register

Amy is more than an auditor for CFED. She is a valuable business advisor helping us navigate through complex regulations and opaque guidance.

Adnan Bokhari |  Chief Financial Officer
The Corporation for Enterprise Development