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A compilation engagement involves a greatly reduced set of activities from a review engagement, and especially from an audit. In How to Conduct a Compilation Engagement, we describe the steps required ...

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Many producers conduct fact finders or financial needs analyses as they meet new consumers – but do they conduct them well?Financial analysis is meant to review substantial debt and equity ratios and ...

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A review engagement involves a significantly reduced set of activities from an audit engagement, with a focus on analytical procedures and inquiries. In How to Conduct a Review Engagement, we describe ...

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A review engagement involves a significantly reduced set of activities from an audit engagement, with a focus on analytical procedures and inquiries. In How to Conduct a Review Engagement, we describe ...

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The auditor needs to conduct audits as efficiently and thoroughly as possible. In How to Conduct an Audit Engagement, we describe every aspect of an audit engagement, including the engagement letter, ...

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The auditor needs to conduct audits as efficiently and thoroughly as possible. In How to Conduct an Audit Engagement, we describe every aspect of an audit engagement, including the engagement letter, ...

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In every organization, the need for investigating workplace behavior arises occasionally, whether through formal or informal means. Simply having reporting channels in place isn't sufficient; the othe ...

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In every organization, the need for investigating workplace behavior arises occasionally, whether through formal or informal means. Simply having reporting channels in place isn't sufficient; the othe ...

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Due diligence is a critical component of a third-party risk management program to effectively manage vendor risk. You can’t collect the same due diligence on every vendor. It simply becomes too much t ...

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Due diligence is a critical component of a third-party risk management program to effectively manage vendor risk. You can’t collect the same due diligence on every vendor. It simply becomes too much t ...

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Company investigations into discrimination, harassment, theft or security breaches are fraught with liability and financial risks if not undertaken correctly. According to the National Law Review, emp ...

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Tax practice and the resolution of tax problems with the IRS can be tedious and challenging. Learn how to abate penalties such as failure to file, pay, estimate, and deposit. Instructor Stuart Sobel a ...

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Even the most experienced payroll professionals can make mistakes—but what matters is how quickly and accurately those errors are corrected. Whether it's a misstep on Form 941 or a discrepancy on a Fo ...

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Your professional journey starts with a powerful resume. Are you ready to create a resume that opens doors and grabs attention? Introducing our dynamic Resume Workshop – your gateway to crafting a com ...

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Are you in the job search market right now? On average it takes three to six months to get a job.Although job seekers are finding it easier to find a job and employers are finding it easier to hire, t ...

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This course explains how to create a press kit.

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The employee handbook is an important foundational document for many organizations. In the How to Create an Employee Handbook course, we discuss how to structure such a document, and itemize every pos ...

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This course explores the basic elements of how to make your marketing messages resonate with your target audience.

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In this course we explore the basic elements of how to make your marketing messages resonate with your target audience.

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This course explores the basic elements of how to make your marketing messages resonate with your target audience.

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This course helps professionals manage their business by knowing where and how to focus their time and attention.

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The goal of this course is to help professionals manage their business by knowing where and how to focus their time and attention.

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This course helps professionals manage their business by knowing where and how to focus their time and attention.

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As you transition from hourly to fixed fee and from traditional accounting to cloud accounting, creating packages is a solution that serves both you and your client well. Learn the steps needed in ord ...

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Are you ready to unlock the secret to achieving peak performance in your organization? Welcome to a game-changing CPE course that will revolutionize the way you measure success. Get ready to embark on ...

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Resilience, often casually understood, holds profound intricacies that escape many. Beyond the common perception of merely handling adversity, resilience denotes the capability of both individuals and ...

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Resilience, often casually understood, holds profound intricacies that escape many. Beyond the common perception of merely handling adversity, resilience denotes the capability of both individuals and ...

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Transform Your Conflict Resolution Skills with Behavioral Science! Say goodbye to the stress, shame, and fear that conflicts bring. In this empowering CPE course, you'll master the art of de-escalatin ...

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This course teaches practical, everyday skills to deal with difficult people.

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This course teaches practical, everyday skills to deal with difficult people.

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This course teaches practical, everyday skills to deal with difficult people.

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We'll provide you with the strategies for addressing a variety of employee complaints and concerns quickly, fairly and in a manner that takes care of the situation long-term, even for those regarding ...

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Many practitioners have little experience representing clients before the IRS examination and collection functions. The IRS is not as secretive as many would believe. This unique course will make the ...

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The number one challenge facing small business owners today is cash flow.  Running a business is stressful enough, not knowing where your cash is coming from or going is even more stressful.  As their ...

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Online chat is one of the most popular methods of communication among customer service providers. Unlike telephone calls where you can gauge your response based on tone of voice, online chat requires ...

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Online chat is one of the most popular methods of communication among customer service providers. Unlike telephone calls where you can gauge your response based on tone of voice, online chat requires ...

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Developed and presented by customer service experts, this seminar teaches ways to work easily with others and create a more pleasant environment. We've drawn from what is working in companies all acro ...

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This customer service training will help you train yourself, your staff and your organization not only to head off problems, but also to rise to a level of service excellence. Learn how to … Increase ...

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See registration link for more information on this course.

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Overview   You don't have to sit on the sidelines! Stand up and speak with confidence. How often have you admired and envied those who make presentations with such ease and confidence? Do you find you ...

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Miriam Whitely has developed her style of financial life planning to fit her market niche. She will describe the various approaches she has tried and what she has evolved to use in her practice today. ...

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Are you optimizing your organization's teams for success in today's agile environment? As businesses rely more on agile methodologies to navigate complexity, special-purpose project teams have become ...

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This course provides practical knowledge about common corporate fraud activity, how to detect it and how to build an anti-fraud environment.

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This course provides practical knowledge about common corporate fraud activity, how to detect it and how to build an anti-fraud environment.

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This course provides practical knowledge about common corporate fraud activity, how to detect it and how to build an anti-fraud environment.

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This course provides practical knowledge about common corporate fraud activity, how to detect it and how to build an anti-fraud environment.

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How to Detect and Prevent Financial Statement Fraud provides an overview of financial statement fraud, including why it is committed and what the motives are behind it. It also explores the types of f ...

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Grantor trusts and non-grantor trusts are the two main types of funded trusts that hold assets. The type of trust you’re administering determines whether you must file Form 1041 for the trust, or decl ...