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February 22, 2019
12:00PM - 4:00PM ET


General accounting background

Course Description

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating to the reporting requirements for compilations and review. To add to the confusion, there is now a new level of service known as a preparation, which has no report. This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.

Topics will include the most important issues relating to compilations and reviews concentrating on the brand new SSARS 21 as amended by SSARS 23. Included will be an in-depth discussion on the new concept of 'preparation of financial statements.' This course will also look at SSARS 22 related to The Compilation of Pro Forma Information. Special attention will be placed on the provisions most important for compliance. We will also discuss some troublesome topics as well as other reporting topics.


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

Sep 7, 2017
General accounting background

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

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

  • Identify proper application of the provisions of SSARS 21 as amended by SSARS 23
  • Identify reporting requirements for compilations and reviews
  • Define the new concept of 'preparation of financial statements'
  • Cite ways to apply the provisions for the preparation for financial statements
  • Identify ways to apply the provisions for the compilation of pro forma information

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