Practice and Prepare Real Client Review Engagement

In this course, you will learn how to prepare a review engagement file from client acceptance, independence, materiality to the performance of the review procedures.



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In this course, you will learn how to prepare a review engagement file from client acceptance, independence, materiality to the performance of the review procedures.

Topics include:

  1. Setting up a new caseware file and import client trial balance
  2. Preparing working papers for Engagement planning 
  3. Preparing working papers for Risk assessment
  4. Preparing working papers for Materiality
  5. Preparing working papers for Understanding of entity
  6. Preparing working papers for Specific inquiry and Analysis procedures
  7. Preparing working papers for and perform review procedures on various sections of the financial statements line items.
    • Bank and cash section
    • Account Receivable section
    • Inventory section
    • Fixed assets section
    • Accounts payable and accrued liabilities section
    • Income tax payable section
    • Loan and equity section
    • Income statement section



Course Walkthrough

  • CaseWare File setup
  • Suggested solution - Trial Balance in CaseWare and Grouping/Leadsheet
  • ALIBABA INDUSTRIES INC. is a long time client of y...
  • Prepare R410 - Existing Engagement Continuance Che...
  • R410 Existing Engagement Continuance Checklist
  • Suggested solution
  • 2.A Initial assessment and Materiality
  • Prepare R420 - Materiality Checklist
  • R420 - Materiality Checklist
  • Suggested solution
  • Understanding the nature of the entity
  • Prepare a Checklist - R510 Understanding the natur...
  • R510 Understanding the nature of the entity
  • Suggested solution
  • Per discussion with the Partner here is overall En...
  • Prepare a Checklist - R520 Review engagement plan
  • R520 Review engagement plan
  • Suggested solution
  • Complete - Going concern worksheet
  • Suggested solution
  • Complete - Related Party worksheet
  • Suggested solution
  • Complete - Contingencies and commitments worksheet
  • Suggested solution
  • Complete - Use of journal entries worksheet
  • Suggested solution
  • Cash and Bank Section of Financial Statement - Review Procedures and File documentation
  • Review Procedures on Cash and Back Section
  • Account Receivable Section of Financial Statement - Review Procedures and File documentation
  • Review Procedures on Account Receivable Section
  • Inventory Section of Financial Statement - Review Procedures and File documentation
  • Review Procedures on Inventory Section
  • Prepaid Section of Financial Statement
  • Fixed or Capital Assets Section of Financial Statements
  • Accounts Payable and Accrued Liabilities Section of Financial Statements
  • Review Procedures on Accounts Payable and Accrued Liabilities Section
  • Long term Loan
  • Review Procedures on Long term Loan Section
  • Income Statement - Revenue, COGs, expenses
  • Review Procedures on Revenue, COGs, Expenses Section
  • Feedback / comments
  • Certificate: Real client Review Engagement - Practice Case 1

What People Are Saying About Us

Meet our happy clients and find why our course is the preferred choice.

"Excellent training - I found the hands-on practical experience very very useful"

Carol Miller, CPA student

"Very useful and practical courses, the instructor is very knowledgeable. Will definitely recommend to all CPA students"

Brandon Riley, CPA student

"The courses were very well structured and organized. Keep up the good work! I'd love to attend more sessions"

Jonathan Lawson, CPA student

"The step by step video tutorial is easy to follow and the case study that required marking and feedback. Overall a Brilliant Course!!"

Bruce Smith, CPA Student