Participants will go over the changes on preparation, compilation and review engagements using SSARS rules, followed by a general overview of how t...
8/20/2026 10:00am - 5:30pm | Online | CalCPA
Members: $329.00, Non-members: $439.00
CPE Categories: Accounting (8 CPE)
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.
Small to mid-size CPA firms.
• 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 • Compilations • Reviews
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