General Principles for Engagements Performed in Accordance With SSARS

1 Credits: Accounting


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General Principles for Engagements Performed in Accordance With SSARS

Course Level
CPE Credits

1 Credits: Accounting

Course Description

Understanding and applying SSARS General Principles to preparation, compilation, and review engagements is a complex problem faced by many accounting professionals. The intricate nature of these standards, coupled with the need to adhere to specific ethical and engagement acceptance requirements, agitates the necessity for clear guidance. This course provides the solution by expertly breaking down the SSARS General Principles, explaining their application in different engagement contexts. With a blend of professional insight and humor, Jeff simplifies these principles, making them easier to grasp and apply in practice. The course ensures participants not only understand the principles but also how to implement them effectively in their SSARS engagements.

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Learning Objectives

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

  • Identify proper application of the provisions of SSARS General Principles;
  • Identify the relevant ethics for SSARS engagements;
  • Apply the general requirements for all SSARS engagements; and
  • Apply better practice skills.
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Course Specifics

Course ID
Revision Date
August 29, 2023


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Sailor Headshot

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 …