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
What are Suralink and Leapfile used for?
Exchanging information/documents with clients
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 are the names of the add-ins we have access to in Excel?
CaseWare Linkage, DataSnipper
How do 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
You have two data sets with a unique identifier and you want to pull information maintained in one sheet to another sheet, what Excel function would you use to bring in specific data?
V-Look up
In Adobe PDF, what function should you be hesitant to use?
Edit, manipulating client PDF’s is a slippery slope
Outside of Assurance, what service lines does BNN have?
Transactional Advisory, Healthcare Advisory, Tax, Business & Technology Advisory
What are the three disciplines that replaced BEC on the CPA exam?
BAR, ISC, TCP
Name three things you can do when you are unassigned?
1) Reach out to the previous and next job’s senior, 2) Note availability in STAR, 3) Study for CPA
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 review program BNN offers and who is our representative?
UWorld & Quinn Perkins
Name three examples of communication skills.
Written, oral, non-verbal/visual, active listening, contextual