The OnPoint PCR Essentials Course is a virtual training designed to assist learners in using the software for an effective and efficient workflow for preparation, compilation, and review engagements. After the course, you will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives.
Who Should Take the Training
CPA’s responsible for the preparation of preparation, compilation, and review engagements.
LEARNING OBJECTIVES
In this session you will learn the fundamentals of the OnPoint PCR guided engagement methodology and technology. At the end of the OnPoint PCR Essentials training session, the learner will:
- Know how to create OnPoint PCR engagements
- Navigate the OnPoint PCR interface
- Import and group the trial balance
- Create and edit letters, financial statements, and notes
- Send and receive queries to support stronger client communications
- Understand the guided methodology to drive quality and efficiency
- Apply methodology concepts and guidance to dynamically include appropriate selections for letters and reports, client queries, procedures & analytics, and financial statements.
Requirement
To be successful in this course, you should have knowledge of preparation, compilation, and review engagements.
Contact Us
Price listed is per attendee.
CPE Credit
Requirements: To be successful in this course, you should have knowledge of preparation, compilation and review engagements.
Advanced Preparation: None
Field of Study: Computer Software & Applications
Non-technical
Number of CPE credits: 4
Program Level: Intermediate
Instructional Method : Group Internet-Based
Location: Online
No advanced preparation is required to participate in this course.
CPA.com (Registration # 108347) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org
CANCELLATION POLICY
You may cancel without penalty if written cancellation requests are received up to and including 7 days prior to the start of a training scheduled in our virtual classroom. Due to financial obligations incurred by CPA.com, a credit less 50% of the registration fee will be issued for written requests received up to and including 3 days prior to the start of the course. No refunds or credits will be issued on cancellation requests received less than 3 days prior to the start of the course.
Day of cancellations are non-refundable. We can move your registration to another scheduled training course date, if needed, within three months of the originally scheduled course, limited to one request.
Your Facilitators
Scott Smith
Sales Engineer / Technical Trainer
CPA.com
Rob Trexler
Sr. Manager, Audit Professional Services
CPA.com
Monica McGee
Manager, Audit Professional Services
CPA.com