CaseWare Working Papers Training and Consulting Group Brochure PDF


CaseWare Working Papers PDF

 

CASEWARE TRAINING AND CONSULTING

Our goal is to make you more efficient - bottom line.

Request a web demo

•  Are you unsure of which paperless accounting product to choose? Request a free demonstration of CaseWare Working Papers. Demonstrations are via the web from the comfort of your own office.

Open House Tour

•  Let us open our doors to you. Would you like to view a paperless office? Let us guide you through our office and view the products that we utilize with CaseWare Working Papers. See our staff as they work.

Training Options Available

•  Open call sessions – classes offered in Atlanta and throughout the Southeastern United States . These classes are open to multiple firms, both tax and audit professionals. These courses are offered at a variety of dates throughout the year. Request an open call class in your city!

•  In-house training - classes offered within the comfort of your own firm. Why leave home? This training can be customized to meet your firm's needs. This is especially great for groups larger than five. Still want to travel for customized training – tell us where!

Consulting Services

•  Software conversion/transition
•  Assistance creating firm-standard mappings, groupings, and leadsheets
•  Firm-standard template building – taxation, audit, review, and compilation templates
•  Assistance/training building the Knowledge Library
•  Converting financial statements from Word and Excel to CaseView using either firm-built templates or CaseWare purchased templates
•  Software purchase assistance – scanners, printers, and extraction software

Training Services

•  CaseWare Introduction
•  CaseWare Advanced
•  CaseView Introduction
•  CaseView Advanced
•  Microsoft Excel for tax and audit professionals
•  Adobe Acrobat for tax and audit professionals
•  Microsoft outlook for accounting professionals

Software Updates

•  Updated, shorter training sessions for periodic CaseWare software updates

Including, but not limited to:
•  Checking-out files
•  File lockdown
•  Copy template
•  CaseWare Connector
•  Exporting tax trial balances into tax software

Recommendations and references available upon request.

 

What Are Firms Saying About Frazier & Deeter Caseware Instruction -

"Excellent presentation - knowledgeable, well spoken ...."

"The instructional style was very hands on and informative... just what my firm needed to manage CaseWare."

"Excellent CaseWare system skills that I can easily apply to my audit methodologies."

"Very clear and detailed..."

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About F&D - We have helped businesses and individuals succeed since 1981…

People - F&D has dedicated team members, who are amongst the most skilled in the industry…

Services - As a full-service accounting and consulting firm, F&D provides a wide variety of professional services to our clients...

Industry Focus - Our professionals understand the financial landscape to help grow and preserve your resources…