Preparing a set of financial statements is a stressful exercise. There are a lot of factors a compiler must keep in mind:

• Is the trial balance trustworthy?
• What year-end adjustments need to be made?
• What disclosures am I missing?

This stress is often made worse when we are not comfortable with using CaseWare as a compilation software package.

Join us for a practical session whereby we turn a trial balance into a set of financial statements using CaseWare Working Papers.

This session is a detailed practical exercise where we show you how to import a trial balance and pass adjustments to update it for the financial reporting framework requirements, and ultimately to turn it into a PDF document that you can hand to your clients.