Accounting & Tax Training for CPA students/CaseView - Financial Statement Training/Templates

  • $299

CaseView - Financial Statement Training/Templates

CV - Financial statement software for accounting professionals - The course includes 15 - 20 hours of training material. There are more than 10 training videos, several case studies (walk-through), several practice cases, presentation/slides and other valuable resources.

Learning Objectives:

How to prepare a complete set of client's financial statements using Caseview in Caseware

Learn to prepare

Balance Sheet

Cash Flow Statement, 

Retained Earning Statement

Income Statement and 

Notes to the Financial Statements.


Learn How to

Link trial balance and engagement information to FS. 

Create and edit cells/properties

Create formulas and codes 

Create notes to the financials and cross-reference notes 

Edit the financial statement line items

Create Tables and properties

Header and Footers

Auto Rounding

Add Ons

Walkthrough of real-world Client Financial statements 

Several hands-on practice exercises 

Simple to complex real-world cases

Contents

General Information

IMPORTANT MESSAGE

Presentation Slides & Case Studies - Preparing Financial Statements using CaseView

Preparing Financial Statements using CaseView

CaseStudy 1 - Walkthrough of a REAL Financial Statements in CaseView

Walkthrough of a REAL Financial Statements in CaseView

Case Study 2 - Prepare a simple Financial Statements

Learning outcomes of Case Study 2
Preview
Simple Financial Part A (Current and Fixed Assets Section)
Simple Financial Part B (Liabilities and Equity Section)
Preview
Download the excel file to practice Case Study 2 - Prepare a simple Financial Statements

Case Study 3 - Prepare a simple Balance Sheet and Income Statement

Learning outcomes of Case Study 3
Preview
Case Study 3 is a Practice Case

Case Study 4 - Preparing Financial Statement using Tables and Mapping numbers

Learning outcomes of Case Study 4
Preview
Preparing Financial Statement using tables and mapping numbers
Case Study 4

Case Study 5 - Prepare a Balance Sheet using Tables and Mapping numbers

Learning outcomes of Case Study 5
Preview
Prepare a Balance Sheet using Tables and Mapping numbers
Sample casware file with mapping database.

Case Study 6 - How to insert a Auto Rounding functionality in the Balance Sheet

How to insert a Auto Rounding functionality in the Balance Sheet

Case Study 7 - How to Sort Financial Statement line items

How to Sort Financial Statement line items

Case Study 8 - FS Notes - How to insert Note numbers and Cross references

How to insert Note numbers and Cross references

Case Study 9 - Prepare a Complete set of Financial Statements for a NTR engagement

Learning outcomes of Case Study 9
Preview
Practice Case - Prepare full set of financial statements with prior year comparatives

Case Study 10 - Prepare Balance Sheet, Income Statement, Retained Earnings and Notes to FS

Learning outcomes of Case Study 10
Preview
Case Study 10 - Practice Case - Complex Financial Statement