Includes Practice Aids

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Avoid common pitfalls by:

• Recognizing exactly when an accountant is expected to issue a report on non-traditional presentations and prescribed forms

• Performing analytical procedures the right way.

• Documenting your compilation and review procedures properly.

• Understanding how compilation and review procedures differ from bookkeeping procedures.

The manual includes a number of “Best Practices Tips”.

Designed For
Practitioners who perform basic bookkeeping, compilations, and reviews for small business clients.

Objective

Participants will be able to:

• Understand when and which standards apply to each type of service

• Effectively perform compilations and reviews

• Efficiently document compilations and reviews

• Identify the problem and exposure areas

SSARS 16 and 17 and other recent SSARS standards and interpretations…  Association with financial statements - when a report is required…   Management use only financial statements - what they are and when they can be used...  Common issues raised in peer reviews...  How to perform and document analytical procedures appropriately, including developing expectations… Documentation (what is enough and what is too much)… Frequently encountered client requests and how to meet them...  Recurring reporting problems.

Presentation Method:  Lecture and group discussion of discussion questions.

Level of Knowledge:  Intermediate

Prerequisites: None

Recommended CPE Credit:  8 hours

Field of Study: Auditing

Advance Preparation:  None

Availability Date:  5/15/2008

Author(s):   William Loscalzo, CPA