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Building Growth and Innovation around EBP Audits
When auditing employee benefit plans, firms often struggle balancing process efficiency and engagement quality. From implementing new... Read more
Audit & Assurance, Technology, Webinars
 
How to recruit and upskill staff to grow a successful...
Firms that offer Client Advisory Services (CAS) are facing growing demand from clients for business analysis and advisory insights... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
Creating an Annual Operating Plan for Your CAS Clients
In today’s business climate, the annual planning process is of even greater importance to your small and mid-size clients who must stay... Read more
Client Advisory Services, Financial planning & analysis, Webinars
 
Small Firm Insights on Improving Efficiency and Quality...
Are you a sole practitioner or accountant at a small firm struggling with balancing efficiency and quality in your prep, comp, and review... Read more
Audit & Assurance, Technology, Webinars
 
OnPoint PCR - Product Tour
Are manual processes and overworking engagements slowing down your preparation, compilation and review work? Designed to resolve those... Read more
Audit & Assurance, Technology, Webinars
 
Credit Union Audit Report Delivery, Compliance, and...
For credit unions, audited financials are critical today. This is especially true for the credit union-CPA firm-regulator ecosystem and for... Read more
Audit & Assurance, Technology, Webinars
 
The Digitally Connected Prep, Comp, Review and Audit...
Hosted by Accounting Today, industry experts discuss bringing a solid technology foundation to your A&A service line, and how to create a... Read more
Audit & Assurance, Technology, Webinars
 
OnPoint EBP - Product Tour
Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits pursuant to ERISA... Read more
Audit & Assurance, Technology, Webinars
 
Transform Your EBP Practice in 30 Days
Take an up-close look at OnPoint EBP, a comprehensive end-to-end solution for performing employee benefit plan audits. Read more
Audit & Assurance, Technology, Webinars
 
Part 1 of 5 - Engagement Setup and Build: Insights for...
In this session, focusing on Engagement Setup and Build, we will discuss how common challenges like “overworking” engagements (i.e. doing... Read more
Audit & Assurance, Technology, Webinars
 
Part 2 of 5 - Real-Time Collaboration: Insights for...
Surveying over 400 accountants last year on prep, comp and review services, the #1 cited challenge was getting timely and complete... Read more
Audit & Assurance, Technology, Webinars
 
Part 3 of 5 - Security: Insights for Technology around...
For many firms, particularly smaller firms, it can be challenging to ensure that all your systems and technology adhere to security... Read more
Audit & Assurance, Technology, Webinars