Webinar

Part 4 of 5 - Integration of Methodology and Deliverables: Insights for Technology around Prep, Comp, and Review Services

As you complete your prep, comp or review work, how much automation exists today in how you generate letters, reports and financial statements? If you feel this is an area that could be improved in your firm, you are not along. In this session, focusing we discuss the connection of methodology and drafting of deliverables as being among the best opportunities for firms to improve efficiency and quality on prep, comp and review engagements.

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 4 of a 5-part webinar series examining key areas to help drive efficiency, quality and value in prep, comp and review engagements. To view the previously recorded sessions, or to sign up for the final webinar in the series, please visit this site.

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