Business Mgmnt and Org
There are no prerequisites.

Course Description

While the responsibilities of CPAs who work in larger firms differ, the responsibilities of those in smaller firms are similar. Accounting and auditing expert Larry Perry thoroughly covers the different responsibilities of tax, accounting, and auditing engagement leaders. Positions discussed in the course include: (1) the managing partner, shareholder, or sole practitioner; (2) the tax partner; (3) accounting and auditing partners; and (4) the engagement executive.


Larry L. Perry, CPA

Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manuals and is currently an author and presenter of live staff training seminars, live webcasts, and self-study CPE programs, including self-study courses for Western CPE.

He’s a managing member of CPA Firm Support Services, LLC, an organization that provides resources, training, and consulting to smaller CPA firms. Larry focuses on practical ways to perform effective and efficient accounting and auditing engagements.

Course Specifics

Business Mgmnt and Org
Dec 4, 2017
There are no prerequisites.

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

Part 1

  • Identify the roles and responsibilities of various personnel within the CPA firm.
  • Cite the requirements for a firm's quality control program and identify effective ways to implement those requirements.

Part 2

  • Determine the most effective ways to present information and communicate within a CPA firm.
  • Identify helpful presentation tools and when to use them.

Part 3

  • Cite the purpose and use of engagement budgets.
  • Calculate various productivity and firm management ratios.
  • Identify appropriate roles and cite needs of management and leaders to meet technical as well as personal needs within the firm.

Part 4

  • Identify the timing of various aspects of audit and tax engagements.
  • Identify the sections of various planning and documentation forms.

Choose Your Preferred Format

Online Access

Get immediate access to a robust collection of learning and reference materials, allowing you to dive deep into the information you need. Our self-study materials are authored by top-quality, industry experts who focus on helping you grasp concepts quickly using real-life examples. Download your CPE to any device, and take it with you so you can learn when and wherever you want. Complete your CPE with an online exam, and enjoy instant grading with the option to print your certificate immediately upon passing.

online access
Hard Copy

Our self-study materials are authored by top-quality, industry experts. You’ll receive a bound notebook of all the course materials, shipped to you within one business day. In addition, you’ll also have full online access. Each self-study package includes a robust collection of learning and reference materials to help you cover the information efficiently and put it into practice immediately.

hard copy
Self-Study Video

Experience high-quality instruction with our Self-Study Videos, available to you 24/7. With more than 80+ videos currently in the Western CPE Self-Study Video library, you can see and hear our expert instructors deliver the information you need in a dynamic way that allows you to immediately apply your learning. Unlike a live course or webcast, you can complete the course on your own time, playing and pausing as needed. Self-Study Videos allow you to complete your CPE requirements on your own time.

hard copy

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