Course Summary

Duration1 hour

PresenterLindsay Webber & Colm Owens

Course Details

In this session we will consider what reviewers look for on monitoring visits in relation to non-audit files. This will be of interest to accountants who are expecting a monitoring visit in the near future and to all accountants for on-going compliance and best practice. Monitoring visits can be stressful events, so being well-prepared can make them go much smoother and help to ensure they go well.

In this session, Lindsay Webber will cover the following:
• Audit-exempt criteria & who can claim audit-exemption?
• Audit-exempt files – the requirements
• Audit-exempt financial statements
• Covid-19 considerations for audit-exempt engagements;
• Monitoring visits – common issues


CPD Course Speakers: 

Lindsay Webber – OmniPro Practice Support

As a member of our Practice Support team, Lindsay’s focus is on helping practices achieve on-going best practice compliance, prepare for monitoring visits and assist with post-monitoring visits follow-ups.

Lindsay is a qualified Chartered Accountant and trained with KPMG in Johannesburg. She has over six years external audit experience along with over six years academic experience specialising in Audit and Financial Accounting.

Colm Owens – OmniPro Practice Support

As a member of our Practice Support team, Colm’s focus is on helping practices achieve on-going best practice compliance, prepare for monitoring visits and assist with post-monitoring visits follow-ups.

Having spent the last 6 years as a quality reviewer with Chartered Accountants Ireland Colm has a unique insight into how firms operate, the challenges facing firms and how firms are responding to current issues facing them and the profession.