The OnPoint PCR Essentials Course is a 4-hour 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, attendees will receive self-study exercises for hands-on practice in the software and to reinforce the learning objectives.
Who Should Take the Training
CPAs 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 be able to:
- Create OnPoint PCR engagements using the platform's guided process
- Navigate the OnPoint PCR interface
- Import and group a trial balance within OnPoint PCR
- Create and edit letters, financial statements, and notes
- Utilize the query feature to send and receive queries to support stronger client communications
- Apply the guided methodology to ensure compliance with best practices and improve engagement efficiency
- Implement methodology concepts and guidance to dynamically include appropriate selections for letters and reports, client queries, procedures & analytics, and financial statements.
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
AGREEMENTS
By registering for this event, you agree to the terms and conditions located at https://www.cpa.com/legal/online-training-terms.
CANCELLATION POLICY
You may cancel your attendance at the training at any time, but you will not be eligible for a refund or credit. You can reschedule your attendance to the same training, at a later date if the following conditions are met: i) this is the first time that you are rescheduling this training, ii) you are providing your request to reschedule at least one day prior to the training that you were originally scheduled to attend, iii) this training is scheduled to be repeated at least once in the 6 months following your written request to reschedule, and iv) you are selecting a date to attend the training that is no later than 6 months from the date of your request to reschedule.
For more information regarding administrative policies such as complaints, cancellations, and refunds, please contact trainings@hq.cpa.com.
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