Gray CPA Consulting, PC

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Trusted by Great Finance Teams Since 2001 for Expert Services, Methodologies, & Solutions

Get a Clearer Picture of Current Solutions and Best Practices for Finance & Accounting Professionals

Course Catalog

Course Catalog

Get a Clearer Picture of Current Solutions and Best Practices for Finance & Accounting Professionals

CaseWare Essentials

This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by the organization to meet the specific reporting requirements for their clients’ or entities’ needs. Participants will also learn how to update their individual files while still maintaining the customization previously applied when content revisions are provided by the template owner.

This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the CaseWare Financials Template that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.

This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the CaseView solutions that will aid in the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedule and note formats and creating organization-specific content.

CaseWare's GASB/Budget Book Solution

Our Working Papers Fundamentals Training covers just about all you need to know for managing the Working Papers Software for use with your GASB Template. We heartily recommend it if you are looking for a refresher course while preparing for year-end and it is essential training for any new employee or team member. This training includes how to use the document manager, import data, creating journal entries, reviewing balances and consolidation trees. This is what you need to manage the core of your CaseWare files.

This Program is meant for Personnel responsible for creating their entities’ annual financial statements. Participants will gain an understanding of how to customize the standard solution provided by their consultant to meet the specific reporting requirements for their entities’ needs. Participants will also learn how to update their individual files while still maintaining the customization previously applied when content revisions are provided by the template owner.

This Program is meant for Personnel responsible for managing and maintaining the organization’s reporting solutions. Participants will gain an understanding of the set up of the GASB Financials Template to facilitate the successful implementation of the solution in their organization. We will cover establishing defaults to apply standards across all files, customizing statements, schedules and note formats, and creating organization-specific content.

CaseWare Tips & tricks Seminars

Custom Training