Performing Preparation, Compilation, and Review Engagements WEBCAST

Thursday, August 4 11:00am - 1:00pm PDT

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2.0 Credits

Member Price $109.00

Non-Member Price $131.00


This training resource is go-to reference for staying in compliance with all professional standards surrounding engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).


Definition of an engagement. Forms, checklists and other documentation for preparing, compiling and reviewing engagements. Explanation of the differences between compilation and preparation engagements. Criteria of a compilation engagement and the entities where compilations can be performed. Criteria of a review engagement. Changes in level of service.



Designed For

CPA firm staff.


Recall scope and Definition of preparation, compilation and review engagements.

Identify elements and performance and documentation requirements of preparation, compilation and review engagements






Leader Bios

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 $131.00

Member Price $109.00