Putting Together Reviews and Comps

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  • #1723501
    kdawg22
    Participant

    For those who have to compile reviews or comps for work, what is your firms policy on completing them?

    My firm uses engagement which I think is a great program. All you have to do is import the trial balance and as long as all the formulas are set up in excel it is a relatively simple process. My only problem with it is formatting. I feel like i waste so much time with the formatting of the excel whether it is trying to get the page numbers to line at the bottom of each page or the columns on each page to line up. I am currently working on a first year review and I have spent way to much time playing around with the formatting. It is frustrating because I know on Monday the partner is going to give me a hard time on all the time I spent and it has nothing to do with accounting. Accounting wise the financials are perfect and I would of been done alot earlier if I didn’t have to deal with the formatting.

    I am just curious to see how other firms complete reviews and comps.

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  • #1727153
    Adam
    Participant

    Better to get it done and pass it onto someone else if you have minor issues, make it there job to correct them and go over budget, let them show you your mistakes and cover your own ass. Formatting should be easy fixes, but why not ask for help if you have a question on how something should be done.

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