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Practice Aids

FOFI


This is a full template to assist the practitioner in performing a FOFI 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 the 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.
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