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May 14, 2018
1:00PM - 4:00PM ET


June 13, 2018
1:00PM - 4:00PM ET



Course Description

No matter the size of your organization, having effective accounting procedures can help you maximize your time and minimize errors and losses. This course is designed to assist you by laying the groundwork for a system of procedures. Topics covered include the nature of procedures, such as why we need them and how many to develop, as well as how to construct and use these procedures. By the end of this course, you will understand what is required to create, maintain, and enforce a system of accounting procedures.


Jeff Sailor, CPA

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software.

Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights with humor in high-energy presentations. He’s also adept at presenting complex topics in a very practical, easy-to-understand manner, thus earning him rave reviews for more than 20 years. Jeff currently presents seminars, webcasts, and in-house instruction for Western CPE. He’s also a featured speaker at national conferences as well as at state and regional meetings.

For more than 10 years, Jeff has served as an AICPA peer reviewer, focusing on small firms and sole practitioners. He also served on the Resource Committee for the Private Company Financial Reporting Committee (PCFRC). Jeff has spoken at two NASBA national conferences on how to make education more engaging for practitioners.

Course Specifics

Jul 12, 2016

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Identify when a business should create a procedure.
  • Cite a situation where a flowchart is helpful.
  • Identify a piece of information that every new release of procedures should inform recipients about.
  • Cite the best procedure layout option.
  • Choose an item that is not normally included in a credit review.
  • Cite another use for a sales order and an item received from shipping by the billing clerk.
  • Discuss why immediate cash application is important.

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