Review Skills - Effective Review of Work Created by Humans or AI!

Objectives

Accountants are regularly presented with information that someone or something has produced – be that a junior member of the team, an external expert or generative AI. This course aims to provide practical guidance for individuals when faced with such information to enable them to perform an effective review. It will also consider the role of firm-wide procedures to ensure a suitable level of quality control is maintained.

Key topics

The course will cover a range of issues around the efficient and effective review of a variety of work, including tax, accounts and specialist advisory projects. Topics will include:

• Understanding risk, based on the preparer and the purpose of the work
• Targeting review time
• Developing an approach to review
• Documenting review
• Review feedback / training tips
• Drafting procedures for the firm
• Interaction of Quality Control and Practice Assurance

Who should attend

Partners and managers in practice who review work before sending on to clients.