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Level I: Basic Staff Training


(Check-In 8:45am)

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24.00 Credits

Member Price $795.00

Non-Member Price $995.00


Part one of a five-course series, address common issues new staff members face. Focus on strategies to improve efficiency and quality control, build technical skills, and make valuable contributions to a company. Dive into the fundamentals: workpaper techniques, analytical procedures, compilation and review services, tax recognition and research techniques, understanding audit objectives, and auditing and reviewing selected accounts. Per NASBA’s rules effective January 1, 2024, participants are required to be on camera and participate in the full and small group discussions to earn CPE credits for this Group Live - Virtual course. As such, please make sure you are set up properly with reliable internet (hard wired is best), a working camera, and a working microphone.


Role of New Staff Understanding Audit Objectives Working Paper Techniques Cash Analytical Procedures Compilation and Review Services Tax Recognition and Research Techniques Auditing/Reviewing Selected Accounts


0 to 12 months

Designed For

New audit staff with less than one year of experience


Improve inexperienced staff members’ knowledge, skills and attitude to enable them to be more productive and profitable on audits, reviews and compilations.



Non-Member Price $995.00

Member Price $795.00