Close

Practice Aids

This is a sample compilation financial statement for a small company.
View Practice Aid
This is a sample compilation financial statement for a proprietorship.
View Practice Aid
This is a sample Compilation Financial Statement for a Medium sized Company.
View Practice Aid
This is a sample compilation financial statement for a not for profit organization.
View Practice Aid
This manual covers all the requirements of the Handbook with respect to quality assurance and quality control.
View Practice Aid
This annual confirmation meets the requirements of the Handbook with respect to annual confirmations.
View Practice Aid
This checklist is a valuable tool to assist in documenting the process of performing cyclical or periodic file monitoring.
View Practice Aid
This checklist is a valuable tool to assist in documenting the process of annual policy monitoring with respect to quality assurance.
View Practice Aid
This manual has been designed to appropriately document procedures with respect to the process of
View Practice Aid
This manual has been designed to document policies and procedures with respect to firm personnel.
View Practice Aid
This manual has been designed to document the administrative practices of the office.
View Practice Aid
This is a full template to assist the practitioner in performing a compilation engagement.  It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel and includes our customized index , formatted financial statements, letters, checklists, leadsheets and basic working papers.  The indexing system allows one to store all documents related to the file in one location.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloads you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This is a full template to assist the practitioner in performing a compilation engagement.  It is designed to be used with caseware for either paper or electronic files.
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel documents which include an index, formatted financial statements, letters, checklists, leadsheets and basic working papers.  It has been integrated as a caseware template and is ready for immediate use.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloads you will need to use winzip or an equivalent to unzip the file for use.
View Practice Aid
This sample working paper file for a compilation engagement will help practitioners and their staff in how to put together a file that properly supports a compilation engagement.  The file has been created using checklists that suggest what appropriate procedures could be in most scenarios making it a great tool to help those just starting out or those who are looking for a reminder.  This is a great tool for the office.
View Practice Aid
This is a full template to assist the practitioner in performing a review engagement under CSRE 2400.  It is designed to be used with caseware for either paper or electronic files.  This template contains everything the practitioner needs to properly document the performance of a review engagement.  The platform uses word and excel correspondence, checklists and working papers and utilizes our custom indexing system.  There is a set of  financial statements if you prefer to not use the caseview version.  The file has been integrated as a caseware template in a form that is ready to go.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.  Once the file is downloaded you will need to use caseware to un-compress the file.
View Practice Aid
This is a full template to assist the practitioner in performing a review engagement under CSRE 2400.  It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to properly document the performance of a review engagement.  The platform uses our customized indexing system and uses word and excel for correspondence, checklists and working papers.  it also contains helpful hints throughout to ensure proper completion.  Our system allows the user to easily file all documents related to the engagement in one location.  Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This sample review working paper file is prepared following CSRE 2400.
View Practice Aid
This sample review working paper file is prepared following CSRE 2400.
View Practice Aid
This is a full template to assist the practitioner in performing an audit.  It is designed to be used manually for either paper or electronic files.
This template contains everything the practitioner needs to properly document the performance of an audit  engagement.  The platform is based using word and excel correspondence, checklists and working papers.  It also contains helpful hints throughout to ensure proper completion.  The platform follows our custom indexing system enabling the user to keep all important documents related to the file in one location.  Once the file downloads you will need to use winzip or something compatible to unzip the file for use.
Note - the file will show up under your practice aids once purchase has been made.
View Practice Aid
This is a full template to assist the practitioner in performing an audit and has been fully integrated in to a ready to use caseware file.
This template contains everything the practitioner needs to properly document the performance of an audit  engagement, inclusive of correspondence templates, checklists and working papers.  The checklists and and working papers are designed using word and excel and contain helpful hints throughout to ensure proper completion.  
Note - the file will show up under your practice aids tab once purchase has been made.
View Practice Aid
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.  
It is designed to be used manually for either paper or electronic files.  
This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel and includes our customized index, formatted financial statements, letters, checklists and basic working papers.  The indexing system allows one to store all documents related to the file in one location.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
Once the file is downloaded you will need to use winzip or something compatible to unzip the file for use.
View Practice Aid
This is a full template to assist the practitioner in performing a compilation engagement using CSRS 4200.  Is it designed to be used with caseware for either paper or electronic files.  This template contains everything the practitioner needs to adequately document the performance of a compilation engagement.  The platform uses word and excel documents which include an index, formatted financial statements, letters, checklists, leadsheets and basic working papers.  It has been integrated as a caseware template and is ready for immediate use.  All content is fully customizable and contains helpful hints throughout to ensure proper completion.
View Practice Aid
This sample working paper file for a compilation engagement using CSRS 4200 will help practitioners and their staff in how to put together a file that properly supports a compilation engagement under the new standard.  The file has been created using checklists that suggest what appropriate procedures could be in most scenarios making it a great tool to help those just starting out or those who are looking for a reminder.  This is a great tool for the office.
View Practice Aid