Preparation, Compilations and Reviews-A Practical Workshop 2024

Overview

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

Prerequisites

None

Designed For

Small to mid-size CPA firms.

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

Preparation

None

Notice

This course is offered by a 3rd party vendor. Login instructions will not be accessible in the My CPE Tracker section of the ISCPA website. Login instructions will be emailed directly to you by California Education Foundation (CalCPA).