CPE/CE Workshop

Client Systems & Processes: New Tools for Auditing, Budgeting & Financial Reporting

How many of your clients have well-documented systems and processes?  Do your audits routinely take more time than you or your clients would like due to “additional information required?” With the advent of various graphical display tools, there are a host of new tools available for financial reporting, auditing and budgeting. The objective of this workshop is to review and identify those areas where client systems and/or processes are deficient and provide recommendations for improvement. It will also provide you with multiple client examples that will be able to help you in future client engagements. 

We’ve partnered with Express Information Systems to deliver this great benefit to you free of charge! And the best part is lunch will be provided!

When: Wednesday, February 19th from 11:30 AM to 12:45 PM

Where: PAX Financial Group

               270 N Loop 1604 E, Ste. 200

               San Antonio, TX 78232

What else: 1 hour of CPE credit for CPAs


Express Information Systems and PAX Financial Group are separate and unaffiliated entities. PAX Financial Group does not receive compensation for this event.

Investment Advisory Services are offered through PAX Financial Group, LLC.