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May 08, 2018
11:00AM - 3:00PM ET


June 08, 2018
11:00AM - 3:00PM ET



Course Description

Peer review can be one of the most intimidating and stressful events for a firm. In this course, Jeff Sailor brings his truly unique presentation style to cover the most important peer review topics. You'll learn about the basics of peer review, including administration, types of reviews, and choosing the type of review that is right for you. We'll also cover how to prepare for your review, including the central issue in a peer review--your system of quality control. You'll gain tools to improve your documentation, avoid common mistakes, and use a few easy tips for success.


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

Jan 21, 2015

Compliance Information

Qualifies for CA Fraud: 3 Aud, 1 CA Fraud

Learning Objectives

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

  • Understand the process for enrolling in the peer review program
  • Explain the different types of peer reviews and what is required in each
  • Describe common problems areas related to quality controls
  • Apply the guidance for compilation and review and proper audit documentation
  • Identify and avoid common problems in peer reviews

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