Webcast
Not Documented Not Done
Minimize your liability through AICPA-compliant documentation techniques.
$98.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
2 Credits: Accounting
Course Level
Basic
Format
Webcast
Course Description
This comprehensive course provides an in-depth exploration into the art and science of documentation in the accounting and auditing fields. With the growing concern over legal challenges in the profession, Jeff Sailor brings his expertise to teach the critical skills needed for proper documentation. Participants will learn the specific requirements for documenting various types of engagements, including audits, reviews, compilations, preparations, and SSAE standards. The course goes beyond the basics, delving into the theory of exceptional documentation and offering a range of best practices. Jeff Sailor’s unique and captivating presentation style, complete with his signature video parodies, makes this course both engaging and highly educational. Perfect for professionals in the accounting and auditing fields, this course will equip participants with the necessary skills to enhance their documentation practices, ensuring compliance with AICPA standards and reducing the risk of professional liability.
Learning Objectives
Upon successful completion of this course, participants will be able to:
- Identify the documentation requirements for audits, reviews, compilations, and preparations
- Cite the requirements for documenting examinations under the SSAEs and reviews under the SSAEs
- Identify the Agreed Upon Procedures engagements under the SSAEs and cite the standards for those engagements
- Identify a variety of best practices for documentation
Course Specifics
WC11176345
October 10, 2022
None
None
Compliance Information
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, 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 …
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