Webinar

Surgent's Not Documented, Not Done (NDOC)

The title of this course is the new mantra for the AICPA. With accountants increasingly being sued for deficiencies perceived by clients and attorneys in various engagements, the AICPA has increased its focus on documentation in the accounting and auditing arena. In addition, peer review has revealed a consistent lack of proper documentation. We will discuss the requirements for a variety of engagements as well as tips for better documentation. You will not only learn the basic requirements, but also the proper theory for exceptional documentation. As always, Jeff will bring his truly unique presentation style and include a few of his signature video parodies, which are designed to keep you awake and reinforce the material.

Objectives

  • Identify the documentation requirements for: Audits; Reviews; Compilations; Preparations; Examinations under the SSAEs; Reviews under the SSAEs; Agreed Upon Procedures engagements under the SSAEs
  • Recall the standards for those engagements
  • Implement a variety of “best practices” to documentation

Highlights

  • Purpose of documentation
  • Audit documentation
  • Preparation documentation
  • Compilation documentation
  • Review documentation
  • Other engagement type documentation

Additional Information

Designed For

Accountants who perform attestation engagements

Vendor

Surgent

Advanced Preparation

None

Prerequisite

None

Field of Study

Auditing

Course Number

1925585

Level of Knowledge

Basic

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