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.
Presenters - Mark Frederick Wille
Designed For
Designed For: Small to mid-size CPA firms.
Role Level - Entry-level/Individual contributor; Manager/Senior Manager; Director; Executive/VP; C-Suite
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
Highlights
- Preparation, Compilations and Reviews
Advanced Prep
None
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Leaders
CALCPE Panel
No Biography Available