Performing Preparation, Compilation, and Review Engagements WEBCAST

Wednesday, March 9 12:30pm - 2:30pm PST

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2.0 Credits

Member Price $99.00

Non-Member Price $119.00


A go-to reference for training staff and managing your preparation, compilation, and review engagements, this course will enable you to be in compliance with all of the professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).


Definition of an engagement to prepare financial statements. Forms, checklists, and other documentation in an engagement to prepare financial statement, compilation engagements and review engagements. Difference between compilation and preparation engagements. What constitutes a compilation engagement and for what type of entities compilations can be performed. What constitutes a review engagement. Changes in level of service.



Designed For

CPA firm staff or seniors looking to perform engagements in accordance with SSARSs.


Recall scope and definition of preparation, compilation and review engagements. Identify elements, performance requirements and documentation requirements of preparation, compilation and review engagements.







Daryl Krause

Mr. Krause has CPA Certifications and he practices in: Illinois, Indiana, Kentucky, Michigan, Ohio and Wisconsin as Manager & CEO of his firm, which he founded in 2005. Previously he enjoyed 23 years of diversified responsibilities with Ernst & Young. Industries he served included manufacturing, construction, real estate and financial services.

Daryl was the Ohio Valley Area Director of Employee Benefit Plan Services specialty audit practice for 8 years responsible for the technical accuracy and quality of over 300,000 hours of employee benefit plan audit effort. Roles included sign-off partner for approximately one third of the entire area’s engagements, independent reviewer on approximately 100 additional plans per year and technical advisor for all work.

As Senior Manager in the Entrepreneurial Services group for 3 years he managed a portfolio of corporate audit client relationships. Roles included providing SEC reporting assistance to new public companies, assisting in due diligence on potential acquisitions and helping companies improve their controls and financial reporting processes.

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Non-Member Price $119.00

Member Price $99.00