Establish the foundation of knowledge required to efficiently and effectively utilize CCH ProSystem fx Engagement for the most common accounting and audit functions with the Training I and Training II (Accounting and Audit) courses. In tandem, Training I (Accounting and Audit) and Training II (Accounting and Audit) represent the complete accounting and audit user curriculum. Both courses provide detailed instruction, presented in a realistic workflow, and are entirely hands on.
This course is excluded from all subscription packages.
Who Should Attend
Users who perform financial statement prep, or financial statement prep and tax services
Learning Objectives
- Import and convert data into a trial balance
- Customize financial statement groupings
- Group accounts and book journal entries
- Generate trial balance reports
- Create analytical reports
- Link and automate workpapers and financial statements
- Use tickmarks and workpaper referencing
- Create and manage workpaper notes
- Collaborate and share documents with users from the office or remotely
- Electronically review and sign off workpapers and financial statements
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Accounting (8 hours)
Program Prerequisites
Basic knowledge of Microsoft Word, Excel and Windows
Advance Preparation
None