Compilation & Reviews and Small Firm Accounting Issues
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Course Description:
This course has been deemed "America's Best Accounting Course" simply because it is written from a small firm practitioner point of view, with all the latest report letters, checklists and guides to use immediately in your office. The second half is oriented to firms whose practice is devoted primarily to compilations and reviews, this course works with the practical aspects of a QuickBooks ™ client to illustrate preparing no-disclosure and full-disclosure financial statements, checklists, engagement letters and report letters, as well as financial analysis of the client, footnote preparation, disclosures and the related practice quality oriented aspects of an engagement. Useful for both newcomers and experienced professionals our goal is to make this an immediately applicable guide for all small firms in the practice of compilations & reviews.
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Dress warmly in layers as the room may be cool.
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Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific a...
Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals a...
Upon the completion of this course, the student should be able to prepare compliant compiled and reviewed financial statements. The student should also be able to identify financial statement preparation issues with small business software, determine applications of GAAP or OCBOA to SSARS engagements, and prepare complete financial statements for SSARS engagements.
