Audit Analysis and Business Advice

Authored by Joanne Flood, CPA-MBA
About this Course
This course will help you make business advisory comments to your clients, which may be communicated in a management letter. You will be given tools for gathering information, such as the Information and Analysis Sheet included with the course resources. Once you have recorded your observations about the client, you'll learn how to develop advice using powerful techniques like brainstorming. Next, you'll evaluate the ideas, choosing the suggestions that are feasible, cost-beneficial, and a good strategic fit for the client. Finally, you'll look at the implications of what you've found for the audit, particularly analytical procedures.
Learning Objectives
  • Use specific tools and techniques to analyze data about your client and its industry
  • Generate ideas for business advisory comments based on your analysis of client and industry data
  • Evaluate and develop general ideas into specific recommendations for your clients
Key Topics
  • Using information gathered to further understand your client
  • Determining the need for business recommendations
  • Creating and delivering suggestions to your client
Who will it benefit?
Level 3, Audit Senior/In-Charge identifies the more difficult areas for experienced auditors. Audit Staff Essentials Level 3 courses will give your staff the confidence necessary to begin assuming client and engagement management
$ 85.00
AICPA Member Price: $ 69.00
Course is unavailable for purchase.
NASBA Field of Study
Accounting and Auditing
CPE Credits
Delivery Method
QAS Self-Study
Advance Preparation
Last Updated