Syllabus | CaseWare Financials template | End Users

Updated: Oct 3, 2019

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.

Register for upcoming sessions here

Learning Objectives:

This program is designed to provide users of the GAAP Financials solution the knowledge necessary to create and use the financials solution in their files to achieve their client`s year-end reporting objectives. After completing this program, attendees should have a proficient understanding of the following:

  • File Setup in an Existing Client File

  • Creating a New Client File from Existing Client Data

  • Completing Entity Information

  • Global Setup

  • Statement Area Setup

  • Customizing Table Content

  • Customizing Notes

  • Do-It-Yourself Tables

  • Linkages

  • Cash Flows Worksheet

Instructional Delivery Method:

"Group Internet Based" - provided in accordance with NASBA's Guidelines

Learn more about available Instructional Delivery Methods

CPE Credits:

8 CPE Hours in Specialized Knowledge-Technical... accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

How do I get my CPE?

Recommended Prerequisites:

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility. Additional proficiency should include:

  • Microsoft Excel (familiar with data entry, formulas, common file types, etc)

  • Microsoft Word (familiar with word processing, common file types, and style Sheets)

  • Basic Accountancy/ Bookkeeping

  • for best learning - Governmental and True Fund Accounting

  • Internet browsers such as Chrome and Internet Explorer

  • Basic Digital Document Management Principles

CaseWare Software Proficiency:

(must have taken the following training sessions or displays comparable proficiency as determined by our trainers):

Program Difficulty:


In accordance with our Content Development Policies

Registration Details:

This event is an Open Registration Program, with students from other organizations

There are other ways to engage in this particular program:

  • Custom Web-based training programs for you and your organization

  • Custom On-Site training programs for you and your organization

  • Custom "Program Pools" for you to share the cost of a custom program with another organization.

Please contact us about custom options directly!


Register for upcoming sessions here

147 views0 comments
Purple - Blue Gradient

Gray CPA Consulting is now a part of LSL.


Copyright © 2020 Lance, Soll & Lunghard, LLP. All Rights Reserved.