Preparations, Compilations and Reviews - VIRTUAL


Updated through and including SSARS 25, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, client letters and unofficial checklists, this course has been described by attendees as the most useful accounting course they have ever attended. The instructors begin with a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter example. The course then moves into in-depth review of the requirements for compilations, again with engagement letters and example report letters. The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements. The course concludes with practical real-life review reporting requirements, engagement letters and report letters.




Upon completion of this course, you will be able to:

  1. Identify the different Sections of SSARS 21
  2. Identify the requirements of the ARSC 
  3. Define Section AR-C 60
  4. Define the different bases of accounting
  5. Identify the characteristics of the new standards in AR-C Section 70 6. Define terms outlined in the course

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

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    Register by July 26th for Early Bird Pricing.

    Registration is open through 08/08.

    Monday, August 9th

    9:00am to 5:00pm
    (Check-In 8:30am)

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    Bill Leonard