CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Caseview Fundamentals

Big4 CPA, CA

AK Consulting Inc.

  • CPA (Canada)
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • QIAL

Published: July, 2021

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Before starting this self study program, please go through the instructional document.

Overview

  • Case Study 1 - Big Picture
    1 mins
  • Case Study 2 - Prepare simple FS
    10 mins
  • Working with Tables and using Mapping numbers
    35 mins
  • How to insert a Auto Rounding functionality in the Balance Sheet
    57 mins
  • How to Sort Financial Statement Line items
    61 mins

Course Description

The objective of the CaseView training webinar is to learn how to create automated and intelligent CaseView financial documents and link to trial balance in CaseWare. The CPD/CPE webinar includes step-by-step instructions to create a complete set of client's financial statements using powerful and intelligent tools available in CaseView. At the end of the course, you will be able to create a financial statement template for the balance sheet, cash flow statement, retained earnings statement, income statement, and FS notes.

In this online continuing education course, there are more than several case studies (walk-through), several practice cases, presentation/slides, and other valuable resources.

The CPE/CPD course for CPAs also includes: - Walkthrough of real-world financial statements; Several hands-on practice exercises; and Simple to complex real-world cases

This online CPD/CPE webinar covers the following key topics:

  • Walkthrough of real-world financial statements; 
  • Several hands-on practice exercises; 
  • Simple to complex real-world cases; and
  • Other valuable resources.
  • Learn to create a financial statement template
  • How to link trial balance and engagement information from CaseWare to financial statement in CaseView
  • How to use Mapping codes to automatically generate financial statement in CaseView
  • How to create and edit cells and tables
  • How to enter formulas and codes
  • How to create notes to the financials and cross-reference notes
  • How to edit the financial statement line items
  • How to use the auto rounding
  • Learn all formatting options - fonts, tabs, paragraph formatting, automatic numbering of notes, styles, etc.
  • How to effectively use underlining and currency symbols
  • How to Create a Table of contents
  • Mastering proper tab stops
  • Create Financial statements Notes using Automatic note numbers and Automatic note references 

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Learning Objectives

  • To create automated and intelligent CaseView financial documents
  • To create a financial statement template for the balance sheet, cash flow statement, retained earnings statement, income statement, and FS notes
  • To apply Mapping codes to automatically generate financial statement in CaseView
  • To explore how to create automated and intelligent CaseView financial documents
  • To link to trial balance in CaseWare

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA