Preparation, Compilations and Reviews-A Practical Workshop

Course Details

Date

Self-Study

Location

Online

Field of Study

Taxation

CPE Credit

8 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

None

Description

This course covers the latest updates on preparation, compilation, and review engagements using SSARS rules. Participants will explore how to effectively perform these services through comprehensive lectures. Designed for practitioners in small and medium-sized CPA firms, the course includes detailed explanations and practical examples, with opportunities to deepen understanding through real-world case studies. This on-demand format allows you to retain a focus on practical application to enhance your skills and knowledge.

Highlights

Preparation, Compilations and Reviews

Objectives

  • Choose the right service (preparation, compilation, or review) for different client situations by understanding their needs and matching the correct service.
  • Follow SSARS rules to apply materiality guidelines when performing review services, making sure everything meets the required standards.
  • Create and use checklists for preparation, compilation, and review tasks that include the latest changes, helping improve your firm's work.

Designed For

Small to mid-size CPA firms.

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