Preparation, Compilations and Reviews—A Practical Workshop 2025-26

Available for 1 year after purchase date

**OnDemand**

8.0 Credits

Member Price $199.00

Non-Member Price $259.00

Overview

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. Participants will explore how to effectively perform these services through comprehensive lectures. Designed for practitioners in small and medium-sized CPA firms, the course includes detailed explanations and practical examples, with opportunities to deepen understanding through real-world case studies. This on-demand format allows you to retain a focus on practical application to enhance your skills and knowledge.

Highlights

Quality Management Standards & Risk-Based Approach
Ethics, Independence, and NOCLAR Guidance
Engagement Letters & Client Acceptance Practices
Preparation, Compilation, and Review Engagements
Special Purpose Frameworks & Tax Basis
Documentation Standards & Peer Review Readiness
Emerging Trends, Risks, and Professional Development

Prerequisites

None

Objectives

Explain the difference between preparation, compilation, and review usage, and know when to use each service effectively.
Develop and employ checklists for preparations, compilations, and reviews, incorporating materiality rules and SSARS guidelines.
Discuss practical ideas to implement changes, including the transition from SQCS to SQMS, and identify keys to profitable engagements.