Preparation, Compilation, and Review Staff Essentials

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15.0 Credits

The AICPA's SSARS No. 21 standard, with its introduction of the preparation engagement, has brought a level of change to this area of practice not seen in over 30 years. This 17-hour curriculum, presented in 1 to 3 hour self-paced modules, will provide the comprehensive training needed to consistently and accurately perform these types of engagements. This online learning program combines real-world examples, practice exercises, and case studies, to create a flexible, engaging learning experience. Each module features a different "learning coach" that offers tips and best practices that will help you put the learning concepts into context.


  • The performance requirements for preparation, compilation, and review engagements
  • The reporting requirements associated with compilation and review engagements
  • The various financial reporting frameworks used in the preparation of financial statements
  • Recent SSARS, accounting, and reporting developments

Major Topics

  • Preparation, compilation and review engagement fundamentals
  • Performing preparation, compilation, and review engagements
  • Reporting on compilation and review engagements, including illustrative reports
  • Special purpose frameworks
  • Recent SSARS development
  • Current accounting and reporting issues
  • Future projects of the Accounting and Review Services Committee

Designed For

CPA firm staff members that perform review, compilation and financial statement preparation engagements
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