Branchword Consulting
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Training your technical staff in basic stuff - For only £45. The course that never was, but we all wish it had been !!!!

How staff should compile an accounts or audit working paper file to the highest standard , yet cost effectively?

Rarely do you see courses advertised on the nuts and bolts of how junior and technical staff should put together a good quality working paper file. It is just touched upon in the professional syllabus Instead, we learnt by trial and error, a hint here, a mistake there.

Indepent Examiner Courses - Booking now

How and why do you put together an accounts or audit working paper file? What should be in the file ? What evidence should be in the file? What control accounts should there be and how should they be verified? How do you present notes and queries to a partner? How do you structure and annotate a schedule? How do you record adjustments to the accounts supplied by the client? How should work be documented? What about planning and finalisation? How should issues be flagged for a letter of comment or for money laundering compliance? What about identifying cross selling of professional services (where permitted)?

How often have you found the work of your technical (and even senior!) colleagues lacking in these areas? How often do standards vary from firm to firm? How do you ensure that work is not overdone in an accounts file or underdone in an audit file, yet still ensure that quality standards are cost effectively maintained?

We are offering a course on:

  • The legal, professional and practical requirements of a working paper file
  • Its structure and content for both regulated and unregulated work
  • Proportionality of work relative to the nature of the assignment
  • All other aspects of preparing good quality files, both electronic and on paper
  • Forensic consequences of a good or bad file

Because of our experience of providing charity accounting courses in charity premises at low cost , we are able to offer these general accountancy courses at an affordable cost. You do not want to pay hundreds of pounds for courses for technical staff.

Although the courses are primarily aimed at technical staff, more senior staff might also benefit from a structured refresher course in this area.

Get your technical staff to get the basic stuff right, and you will be well on the way to satisfying the quality control inspectors.

The course will be delivered by Peter Brown, a Registered Auditor, whose firm holds the prestigious ACCA Quality Assured Mark – so you can be assured your staff will be trained in best practice.

Courses will be held in St Albans, Birmingham, Liverpool, Bolton, Leeds, York, Newcastle and Guildford. All courses run from 9.45am - 4.00pm

Please click the links on the right hand side of this page for further details of the course locations and venue contact details

Course dates / locations

8th March 2010 - Liverpool
9th March 2010 - Bolton
15th March 2010 - Newcastle
17th March 2010 - York
18th March 2010 - Leeds
12th April 2010 - Guildford
13th April 2010 - St Albans
14th April 2010 - Birmingham

(All courses are 9.45am - 4.00pm)


Book your place online
If you would prefer to pay by cheque please click here.

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