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Practice Aids

Working Paper Templates


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 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 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