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.

Presented by Mark Wille

Target Audience

Small to mid-size CPA firms.

Course Objectives

• Explain the difference between preparation, compilation and review usage
• When to use each service
• Describe 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

Subjects

• Preparation, Compilations and Reviews