Preparation, Compilations and Reviews-A Practical Workshop WEBCAST

Wednesday, December 15 8:00am - 3:30pm PST

Add to Calendar

Your Desk

8.0 Credits

Member Price $289.00

Non-Member Price $389.00


Participants will go over the impact of COVID-19 on preparation, compilation and review engagements and the SSARS preparation, compilation and review rules, followed by a general overview of engagements. This interactive workshop designed for practitioners in small and medium-sized CPA firms and will include a lecture with generous time for questions and case studies.


Preparation, Compilations and Reviews



Designed For

Small to mid-size CPA firms.


Describe the changes necessary for all engagements, due to the COVID-19 crisis. Implement those changes needed due to COVID-19. Explain the difference between preparation, compilation, and review usage including when to use each service. Write reports. Demonstrate OCBOA vs. GAAP accountant reports for your client. Employ alternatives to standard reporting services. Develop checklists to use for preparations, compilations, and reviews. Complete implementation of compilation engagements. Summarize required analytical procedures. Interpret documentation rules for a review. Employ alternatives to standard reporting services. Judge how to analyze “going concern.” Discuss practical ideas and ways to implement relevant changes in the firm. Identify and implement keys to profitable engagements. Apply the SSARS rules.






  • Mark Wille

Non-Member Price $389.00

Member Price $289.00