Skip to main content

The WSCPA office is closed except for special events and prearranged visits. You can reach staff during business hours via phone, email or live chat (scroll to bottom of page for contact info).

The WSCPA office has moved.

New address: 170 120th Ave NE Ste E101, Bellevue, WA 98005

Learn More

Performing Preparation, Compilation, and Review Engagements WEBCAST

Monday, November 7 8:00am - 10:00am PST

Add to Calendar

Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $94.00


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.




Leader Bios

Joann Cross

4.71 stars out of 5 - speaker rating for 2019

“Joann Cross did a great job!!” - past attendee

Dr. Cross earned her B.S. from the University of Wisconsin Madison in Theoretical Mathematics with minors in Meteorology Linguistics and Theater Arts. Her research and consulting interests are in accounting history, and the application of financial reporting standards. She is a Certified Public Accountant, a Certified Management Accountant, and a Certified Government Financial Manager.

Return to Top

Non-Member Price $94.00

Member Price $79.00