June 22, 2022


8 Total CPE Credits


Preparation, Compilations and Reviews-A Practical Workshop

Learning Objectives

  • Implement those changes needed due to COVID-19
  • Explain the difference between preparation, compilation, and review usage including when to use each service
  • Describe usage of the new compilation and review reports
  • Demonstrate FRF vs. GAAP accountant reports for your client
  • Describe the changes to the SQCS becoming SQMS
  • Develop checklists to use for preparations, compilations, and reviews
  • Employ materiality rules to Review Services
  • Summarize required analytical procedures
  • Interpret documentation rules for a review
  • Employ alternatives to standard reporting services
  • Discuss practical ideas and ways to implement relevant changes in the firm
  • Identify and implement keys to profitable engagements
  • Apply the SSARS rules

Major Topics

  • Preparation, Compilations and Reviews

CPE Credits Available

Total CPE
Accounting & Auditing

Things to Know About This Course



Advanced Preparation


Intended Audience

Small to mid-size CPA firms.


California Society of CPAs

This event has ended.