Not Documented Not Done ON DEMAND
Available Until
Your Desk
2.0 Credits
Member Price $49.00
Non-Member Price $56.00
Overview
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.
Highlights
Engagements for which written documentation is required or not required. Documentation for the following types of engagements - audits, reviews, compilations, and preparations. Importance of documentation. Basics for all engagements. Documentation definitions. Form, content and extent. Reviewing documentation. Documentation finalization. Revisions to documentation after the report date. Selected required documentation. Common documentation deficiencies. Preparation engagement. Review engagement. Pro forma compilation engagement. Examination under SSAE. Review under SSAE. Agreed upon procedures engagement under SSAE.
Prerequisites
None.
Designed For
CPAs, CFOs, controllers, financial professionals, and auditors.
Objectives
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.
Preparation
None.
Notice
None.
Leader(s):
Leader Bios
Jeff Sailor, Western CPE
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.
Non-Member Price $56.00
Member Price $49.00