More

More

Introducing the WSCPA Financial Statement Review Committee: Get Confidential Feedback on Your Financial Statements

by WSCPA | Feb 03, 2020
illustration_stock_iStock-1093457270_blog_horizontal_400x250

The WSCPA is pleased to announce that it has re-formed the Financial Statement Review Committee and will be offering this valuable service to members, free of charge, beginning in February 2020.

The committee is made up of WSCPA members, volunteering to provide confidential reviews. The reviews are like an internal review on financial statements for practitioners. Whether you’re a sole practitioner and want a second pair of eyes, want to help train accounting staff with some external help, or just want more feedback, the committee will perform the review and prepare written feedback.

The process is straightforward. You’ll remove sensitive information from the financial statements, and then submit them in PDF format, along with a brief submission form to help guide the committee members in their review. 

Submit the form and upload files here.

Once the committee receives your redacted statement(s), committee members will review and provide feedback (a completed feedback form with the marked-up version of the statement) to the WSCPA, and they will be returned to you. The entire process should be completed in 3 weeks.

Q&A

Can any member of the WSCPA submit statements for review? - Yes

When can I start submitting statements? - February 2020

Is there a limit on the number of times I can request reviews? - Yes, to keep the services manageable for volunteers, please limit your submissions to one set of statements per quarter.

Committee Membership

Can I join the committee? - Yes, we’re still looking for volunteers!

What is the time commitment if I join? - One phone meeting per month, and review time for statements as needed.

Who should I contact at the WSCPA if I want to join? Contact Roo Mulligan via email or call 425.586.1142.

1 Comment

  1. 1 Eric Anderson 18 Feb
    The link to submit financial statements is to a survey monkey link?

You are not allowed to post comments.

ABOUT WSCPA

The Washington Society of Certified Public Accountants is the only organization in the state of Washington dedicated to serving the professional needs of CPAs, educating consumers about CPAs and the services they provide, and encouraging students to study accounting and enter the profession.

Your Profession. Your Future. Your Advocate.

CONTACT

Washington Society of CPAs
902 140th Ave NE
Bellevue, WA 98005-3480

The WSCPA's business hours are 7:30 a.m. to 4:30 p.m., Monday through Friday.