Course ID: ACCSERV

Accounting Services, Compilations, and Reviews – A “Real-Life” Look at Your Risks


Everytime a CPA puts pencil to paper when performing services for their client, they are putting themselves at risk from a lawsuit from either the client or a 3rd party. We will be taking a “real-life” approach on how to reduce these risks and perform your various engagements as effectively and efficiently as possible. (Available in 4 or 8-hour format)


LEARNING OBJECTIVES
  • Participants will learn what the CPA firm should do in “real-life practical terms (not just theory) what should be done on the various levels of services provided to their clients

MAJOR TOPICS

Define what are Accounting Services

  • Recommended “real-life” workpaper documentation for Accounting Services
  • How to effectively and efficiently, in real-life, perform your compilation engagements
  • What workpaper documentation is now required under SSARS No. 19 for compilations and what is recommended to protect yourself
  • How to effectively and efficiently perform review engagements
  • How, in “real-life”, to properly perform inquiries and analytical procedures for review engagements under the current standards
  • What workpaper documentation is now required under SSARS No. 19 for reviews and what is recommended to protect yourself
  • How to reduce the risk of a CPA malpractice lawsuit

DESIGNED FOR
CPAs/accountants in public who perform reviews, compilations and/or accounting services

PREREQUISITES
None

COURSE PRODUCER
Business Learning Institute

CPE CREDITS
8.0

LEVEL
Basic

This course is available to be scheduled as:

Group Live
 

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Or, contact BLI: 888-481-3500 or learn@blionline.org