Jacob DeWall

• Client Management: Serving as the primary point of contact for clients, building strong relationships.
• Reviewing workpapers: Reviewing workpapers and findings of staff to ensure accuracy, completeness, and adherence to professional standards.
• Conducted interviews with management personnel regarding their processes and procedures.
• Coordinated activities between assurance team members across different locations.

Company Overview: RSM, Minneapolis, MN

• Preparing workpapers: Document findings and procedures in workpapers that support audit conclusions.
• Client Interaction: Collaboration with clients to gather necessary documentation, understand their operations, and address any questions or concerns.
• Verified that all transactions are properly recorded in accordance with generally accepted accounting principles.
• Conducted interviews with management personnel regarding their processes and procedures.