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Part 1 of 5 - Engagement Setup and Build: Insights for Technology around Prep, Comp, and Review Services

In this session, focusing on Engagement Setup and Build, we will discuss how common challenges like “overworking” engagements (i.e. doing more than is required on engagements) and review bottlenecks often stem from pitfalls during initial planning and engagement setup.

Note: In assessing the technology landscape of the profession, CPA.com and the AICPA have identified 5 key performance factors for technology that will give firms a competitive advantage in how they approach preparation, compilation and review engagements:

  • Engagement Setup and Build
  • Real-time Collaboration Process
  • Security
  • Integration of Methodology and Deliverables
  • Cloud Ecosystem

This session is part 1 of a 5-part webinar series examining key areas to help drive efficiency, quality and value in prep, comp and review engagements. To sign up for an upcoming webinar in this series, please visit this site.