Staff Training
Consistent, high-quality training is critical to providing superior performance on client engagements. Our series of progressive staff training CPE programs help you build core competencies, from new hires to senior in-charge — even sole practitioners. Programs are available in online self-study and live instructor-led formats. Group discounts are available.


Don’t reinvent the wheel — save time level-setting associates and helping your firm generate more billable hours.


Top-quality engaging content with real-world examples allows participants to transfer knowledge efficiently to on-the-job competencies and staff performance.


Multiple formats allow for blended learning — or choose the format and course modules that work best for your firm.
Audit Staff Essentials

From the organization that sets the auditing standards for private companies, this innovative series offers comprehensive audit staff training in three progressive levels. Designed to take your staff from new hire through audit senior, the learning focuses on real-world solutions and issues, providing relevant information and skills and flexibility of format. Choose from an interactive online experience to allow for self-paced learning or on-site instructor-led training.

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Tax Staff Essentials

From new staff at the beginning of their careers to seasoned managers looking to increase proficiency and offer additional services, this series of core tax training programs offers four progressive levels. Benefit from faster on-boarding of new associates and ensure compliance with the latest regulations. Choose from three formats: online or on-site — which can be tailored to specific areas of focus — or the National Tax School held throughout the year.

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Preparation, Compilation & Review Staff Essentials

With the introduction of the SSARS 21 Standard, financial statement compilation will be experiencing a level of change not seen in over 30 years. This 20-hour curriculum provides the comprehensive training your staff needs to be able to perform their engagements consistently and accurately. Available in two formats — online self-study training or on-site instructor-led training — both options provide a flexible, interactive learning experience that can be tailored to meet your needs.

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