Caseware Financials – End Users


$490 per person | Earn 8 CPE credits


Let us know if you're interested!


This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements. This training is an Open Registration Program, with professionals from other organizations through Zoom Meetings format over a 2-day (8 hour) span.

Please let us know if you and your organization would be interested in this training, and be the first to know when we schedule the next Open Registration dates.


Want private training for your organization?


There are other ways to customize your organization’s engagement in this particular program:

  • Web-based training programs for you and your organization.
  • On-Site training programs for you and your organization.
  • “Program Pools” for you to share the cost of a custom program with another organization.

Syllabus | Caseware Financials - End Users


This Program is meant for Personnel responsible for creating their clients’ or entities’ annual financial statements.

Participants will gain an understanding of how to customize the standard solution provided by the organization to meet the specific reporting requirements for their clients’ or entities’ needs. Participants will also learn how to update their individual files while still maintaining the customization previously applied when content revisions are provided by the template owner.

Learning Objectives

This program is designed to provide users of the GAAP Financials solution the knowledge necessary to create and use the financials solution in their files to achieve their client’s year-end reporting objectives.

After completing this program, attendees should have a proficient understanding of the following:

  • File Setup in an Existing Client File
  • Creating a New Client File from Existing Client Data
  • Completing Entity Information
  • Global Setup
  • Statement Area Setup
  • Customizing Table Content
  • Customizing Notes
  • Do-It-Yourself Tables
  • Linkages
  • Cash Flows Worksheet
Instructional Delivery Method

“Group Internet Based” – provided in accordance with NASBA’s Guidelines.

Learn more about available Instructional Delivery Methods

CPE Credits

8 CPE Hours in Specialized Knowledge-Technical in accordance with NASBA 50-minute hours in order to accommodate mandatory breaks during the training session. In order to receive CPE, individual attendees must meet certain attendance and participation requirements.

How do I get my CPE?

Recommended Prerequisites

For optimum success in any of our programs, we recommend basic computer literacy as defined by the Internet and Computing Core Certification (IC3) or equivalent proficiency. Registrants will be expected to have these skills and if they do not experience success during the course delivery due to a lack in this knowledge area, the attendee risks losing refund and course completion eligibility.

Additional proficiency should include:

  • Microsoft Excel (familiar with data entry, formulas, common file types, etc)
  • Microsoft Word (familiar with word processing, common file types, and style Sheets)
  • Basic Accountancy/ Bookkeeping
  • For best learning – Governmental and True Fund Accounting
  • Internet browsers such as Chrome and Internet Explorer
  • Basic Digital Document Management Principles
Caseware Software Proficiency

Must have taken the following training sessions or displays comparable proficiency as determined by our trainers:

Caseware Working Papers Fundamentals

Program Difficulty


In accordance with our Content Development Policies

Required Advanced Preparation


Please review the following before your training:

CPE Sponsor Image 2021