How to EXCEL at Auditing!
What is the Excel function commonly used when combining text or typically account numbers from 2 cells into 1?
Concatenate
What do we typically use IDEA for?
Converting PDF’s into Excel
Name all BNN office locations.
Portland, Manchester, Portsmouth, Boston, Woburn
What does CPA and CPE stand for?
Certified Public Accountant and Continuing Professional Education
How early should you put in for vacation time for 2023 within STAR/Outlook?
As soon as possible!!
What is the Excel function commonly used to summarize large data sets into a table format?
Pivot Table
What other functions does IDEA have that we could use it for?
Summarizing/analyzing data and running random samples
What audit industry groups are there are BNN?
Banking, Healthcare, Commercial, Not-for-Profit, Governmental
What is the best way to study for the CPA exam?
TRICK QUESTION! There is no best way to study – stick to a schedule and study method that works best for you and avoid comparing yourself to others.
How often should you release your time within STAR?
Every day!
What is the Excel function used to link account balances?
CaseWare Linkage
How to we tell IDEA what data we want it to extract from a PDF?
Set traps
Who is the Managing Principal of BNN and who is the Head of Audit?
Dayton Benway & Rick Cyr
True or False: BNN reimburses you each time you take a CPA exam.
False - BNN will reimburse employees for each test only the first time it is taken.
What should you do the week leading up to starting a new job?
Contact the senior, download a sync copy of the database
What is 1 pitfall to avoid when using the VLOOKUP function?
Sort data the same in both data sets, watch out for text vs. numbers, locking cells
In Adobe PDF, what function should you be hesitant to use?
Edit, manipulating client PDF’s is a slippery slope
What are the full names of the 3 founders of BNN?
Eleanor (Ellie) Baker, Thomas (Tom) Newman, and Albert (Al) Noyes
How many hours of Yellowbook general and specific are you required to earn on a 2-year rolling basis?
80 general hours and 24 specific hours
How many BNN holidays are there?
11
What keyboard shortcut can you use to easily jump to the bottom of a large data set in excel?
Control, Shift, Down
In Adobe PDF, name a few of the most common tools we use at BNN.
comment, text, highlight
What are the 5 BNN Core Values?
(1) Do the right thing, (2) Deliver exceptionally responsive service, (3) Win as a team, (4) Care about others, and (5) Learn and grow
What is the Firm's annual reporting deadline for the 120 CPE hours earned on a 3-year rolling basis?
September 30th
How do you set an out of office and when should you?
How to set one: Outlook -> File -> Info -> Automatic Replies (make sure to set inside and outside network).
When to set one: On vacation, sick, length training sessions.