Compilations & Ethics

seminar
IRS Number: Pending

Registration Information:

Sponsor: Oklahoma Society of Accountants
Phone: 405-249-8220
Website: https://ospa.org/

Product Description

Updated through and including SSARS 24, this course and manual is written and taught by actual practitioners. With dozens of example report letters, engagement letters, client letters and unofficial checklists, this course has been described by attendees as the most useful accounting course they have ever attended. The instructors begin with a rapid review of the latest SSARS and alerts and then discuss the requirements for prepared financial statements, including disclaimers and engagement letter example. The course then moves into in-depth review of the requirements for compilations, again with engagement letters and example report letters. The instructors also discuss real-life implementation of tax basis reporting under the SPRF requirements. The course concludes with practical real-life review reporting requirements, engagement letters and report letters.

Attendee Requirements

Call society/sponsor for location and hotel information as needed.

Location Details

Address(es):

Rose State College- Student Union
1910 Hudiburg Drive
Midwest City, OK 73110

Prerequisites

None

Field of Study

Accounting-4.00
Regulatory Ethics-2.00

Hours

6

NASBA Categories

Accounting, Regulatory Ethics

Course Level

Basic

Course Objectives

Upon completion of this course you will be able to: Determine in which of your engagements you are required to apply the SSARS literature; Prepare compilation reports that are compliant with the new SSARS 19 literature; Determine the appropriate course of action for subsequent events, departures from GAAP/OCBOA, changes in the level of engagement, and supplemental information; Prepare compliant compilation reports; Increase your firm’s efficiency with useful resources

Speaker Details

Bill Leonard CPA, MAFF, CGMA Bill Leonard CPA, MAFF, CGMA

Disclaimer

All policies and registration and fees are established by society/sponsor.