CaseWare / CaseView Training

Are you one of the many practitioners in small firms who just don't have the time to fully explore CaseWare and CaseView? Are you making do with a solution that only uses a portion of the features in this software? Do you want to get more out of CaseView? Did you know that help is available at a reasonable cost?

We offer training in the efficient use of CaseWare and CaseView using our templates. Training sessions can be arranged in your office, can be tailored to your firm's needs, and typically are either 1/2 day or 1 day sessions. Our trainers are Dan McNeill, CGA, CPA (Vt) and Jason McNeill, CGA.

A typical CaseWare training session might include topics such as:

• File set up for new clients
• File rollover for continuing clients
• File preparation tips
• Financial statement preparation tips
• File finalization tips
• CaseView tips

Training is available in BC, Alberta, and elsewhere. Contact Dan McNeill at 1-877-855-5843 for more details and for availablility in your area.