Because YOU MATTER. YOUR WORK MATTERS. TRUST MATTERS.

FOUNDATIONS Package

• Read and evaluate Quality Control System Policies and Procedures
• Perform a deficiency and efficiency review of engagement(s) selected by firm practice leader
• Report on specialized audit practice risk assessment
• Recommend audit methodology & execution improvements to risks
• Recommend opportunities to increase profitability and quality growth
• Coach auditors through current year risk assessment process & documentation for engagement(s) selected

Fixed fee pricing starting at $4,995 

(no-surprises fee commitment calculated during introduction)

FOR THE NEXT 20 MILES Program 

(complementary virtual Wellness lunch & learn sessions for all clients)

• Lifestyle techniques to support overall health and wellbeing
• Mindfulness in your personal and professional life
• Preparing to challenge and be challenged
• Have you lost who you are?
• Is your flexibility perceived or real?
• Embracing the mental health narrative with compassion and without judgment

ADDITIONAL SERVICES

• New ERISA plan auditing standard implementation
• ERISA plan auditor's report and financial statement reviews
• SOC 1 report evaluations & implementation of centralized firm process
• Individualized engagement team audit risk assessment & documentation coaching
• Customized virtual training
• Library of infographics accompanied by short video clip refreshers & tutorials for audit areas selected by firm practice leader
• Technical consultation sessions; scheduled in up to 2-hour blocks (individual, bundled & unlimited packages)
• Change management consulting
• Client acceptance and ongoing engagement acceptance consultations 
• Peer Review preparation and process support
• ERISA Plan A&A technical and fiduciary-focused online-live webinars with Q&A    (individual pricing starting at $40)

FOUNDATIONS Package

• Read plan instrument (current plan document and amendments) 
• Extract all provisions that impact participant accounts
• Obtain and evaluate written policies and procedures for consistency with plan instrument
• Identify individuals, teams and external service providers involved in plan operations and regulatory compliance
• Read all plan service provider agreements
• Map responsible parties to plan operations and plan provisions
• Evaluate all available SOC 1 reports from external service providers
• Blind spot analysis

Fixed fee pricing start at $7,500 

(no-surprises fee commitment calculated introduction) 

 FOR THE NEXT 20 MILES Program

  (complementary virtual Wellness lunch & learn sessions for all clients)

• Lifestyle techniques to support overall health and wellbeing
• Mindfulness in your personal and professional life
• Preparing to challenge and be challenged
• Is your flexibility perceived or real?
• Embracing the mental health narrative with compassion and without judgment

ADDITIONAL SERVICES

• 401K plan financial statement audits
• Guided risk assessment and internal control evaluation
• Financial statement audit liaison
• Implementation of remediation for financial statement auditor findings
• ERISA Plan A&A technical and fiduciary-focused online-live webinars with Q&A (individual pricing starting at $40)

CPE Courses Developed Using Statements on Standards for Continuing Professional Education (CPE) Programs 

Jointly issued by the American Institute of Certified Public Accountants (AICPA) and the National Association of State Boards of Accountancy (NASBA)

ALL PROGRAMS:  For more information regarding refund, concerns and program cancellation policies, please contact The Wellness CPA office at 616.318.7434.

BEHAVIORAL ETHICS:

Disruptions:  Doing the Right Thing in the Small Moments Every Day

In this 2-hour Group Internet Based Program participants will:

• associate various behaviors that may jeopardize compliance with the ethical requirements of the AICPA Code of Professional Conduct
• recognize threats to public interest entrusted to CPAs
• apply various safeguards to reduce reputational, physical and mental health risks

Level:  Intermediate

Prerequisites:  Licensed CPA

Advance Prep:  None

Offered on:

2021 Dates Coming Soon!

Cost:  $70*

ERISA Plan Accounting & Auditing:

Guidance Comes in an Overwhelming Package:  A Journey to a Quality Audit

 During this 1-hour Group Internet Based Program participants will differentiate between authority among various auditing content in professional standards and various publications, and provide strategies to apply when using the AICPA Audit and Accounting Guide - 2019 and 2020 editions. 

Level:  Overview

Prerequisites:  None

Advance prep:  None

Offered on:

2021 Dates Coming Soon!

Cost:  $40*

To Use, or Not to Use, a SOC 1 Report Practice Aid?...That is the Question!

During this 1-hour Group Internet Based Program participants will define the elements of a properly documented evaluation when using a SOC 1 report in a 401k plan and differentiate between various requirements and methods available to prepare required documentation.

Level:  Overview

Prerequisites:  None

Advanced prep:  None

Offered on:

2021 Dates Coming Soon!

Cost:  $40*

*individual registration and payment required to receive certificate of completion