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Practical Approaches to Performing Efficient & Effective SSARS Engagements (Compilation and Review – Not Too Complicated, Really)

5 (5)

Mark Dauberman, CPA

Mark Dauberman

Tuesday, June 02, 2020 | 01:00 PM EDT

  • CPA

2 Credits


Subject Area


Upcoming Webinars

Course Description

SSARS 21 changed the landscape for CPAs associated with the unaudited financial statements of nonpublic entities.  The accountant may no longer prepare a client’s financial statements or footnotes without affecting independence.  In addition, there is as new alternative, the SSARS preparation engagement.  Unfortunately, many accountants are not certain when they should perform a compilation, a preparation, or perform bookkeeping services.  In addition, many CPAs are not aware of the ethical implications of preparing financial statements in anticipation of a compilation, review, or audit.

This course will provide an overview of SSARS, including recent amendments.  It will differentiate between the compilation and the preparation, between the preparation and a bookkeeping engagement, and how to preserve independence when called for.  Attendees will also receive practical suggestions to improve the efficiency of their SSARS engagements without reducing effectiveness or sacrificing quality.

Learning Objectives

  • Understand the alternative engagements that may be entered when associated with financial statements of a nonpublic entity.
  • Be able to determine when it is best to perform a preparation engagement in accordance with SSARS or a bookkeeping engagement.
  • Understand all requirements of standards for performing engagements subject to SSARS.
  • Make certain documentation for SSARS engagements is adequate.
  • Identify circumstances calling for modified compilation and review reports.

Who Should Attend?

  • Accountant
  • Accounting Managers
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Young CPA


    [no_of_record] => 5
    [average] => 5.0000