Preparation, Compilations and Reviews?A Practical Workshop 25-26

Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how t...

4/23/2026 10:00am - 5:30pm  |  Online  |  CalCPA

Members: $329.00, Non-members: $439.00

CPE Categories: Accounting (8 CPE)


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.

Target Audience

Small to mid-size CPA firms.

Course 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

Subjects

  • Preparation • Compilations • Reviews