Preparing Financial Statements for Clients WEBCAST

Thursday, April 7 12:00pm - 3:30pm PDT

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4.0 Credits

Member Price $149.00

Non-Member Price $199.00


A review of standards for preparation services, the risks faced by accountants, and strategies to minimize risks. Guidance in professional judgments to provide these services. Taken with Small-Business Financial Statements (FRF), also 4 units, attendees will meet the 8-unit accounting CPE requirement for accountants who prepare financial statements, but perform no audits, reviews or compilations.


Misstatements. Materiality. Related parties. Going concern uncertainties. Client acceptance and continuation. Engagement letters. Prospective financial statements. Documentation.



Designed For

Accountants and financial professionals.


The goal of this course is to ensure that you have current knowledge and understanding of the AICPA’s professional standards for preparations of financial statements, and are able to apply them to reduce the risk of material misstatements whether caused by fraud or error.







Richard Ferdinand

Richard Ferdinand is the Chief Financial Officer of Werner Publishing Company, a publisher of special interest magazines in the fields of aviation, photography, and golf. Mr. Ferdinand previously spent 20 years in the public sector as a sole practitioner specializing in audits, accounting and review services and special consulting engagements.

Rich is a past recipient of the Outstanding Instructor Award from the AICPA and the California CPA Foundation award for Instructor Excellence. He received his MBA from the University of Chicago and B.A. in mathematics from Colgate University.

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Non-Member Price $199.00

Member Price $149.00