CPA firms generally provide their auditors with a "work program" that spells out in detail the issues that must be addressed and the manner in which audits should be conducted. The tool serves as more than a simple checklist. Without it, a CPA firm would have no duplicable system, and its personnel would be redefining how to conduct an audit with each one they perform.
That's what makes the Best Practices Program for Financial Services so important. It is a proven process that takes into account each of the four elements for building a successful financial services practice - Administration, Operations, Marketing and Sales. Why suffer through trial and error with your financial services practice when you can follow a path led by people who have found a system that works? |
