Preparation, Compilations and Reviews-A Practical Workshop 2024

Course Details

Date

Tuesday, June 18, 2024

9:00am – 4:30pm (Registration: 8:30am)

Location

Online

Field of Study

Accounting & Audit

CPE Credit

8 hours CPE credit

Level of Knowledge

Beginning

Vendor

CalCPA

Prerequisites

None

Description

Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how to perform these services. This interactive workshop is designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.

Highlights

• Preparation, Compilations and Reviews

Objectives

• Explain the difference between preparation, compilation and review usage
• Know when to use each service
• Describe the usage of compilation and review reports
• Describe the changes to the SQCS becoming SQMS
• Develop checklists to use for preparations, compilations, and reviews
• Employ materiality rules to Review Services
• Employ alternatives to standard reporting services
• Discuss practical ideas and ways to implement relevant changes in the firm
• Identify and implement keys to profitable engagements
• Apply the SSARS rules

Designed For

Small to mid-size CPA firms.

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