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8.0 Credits

Specifically designed for preparation, compilation, and review practitioners and their staff, this course is a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of SSARS No. 21, Clarification and Recodification, as well as the changes that have occurred with the issuance of SSARS Nos. 22 and 23 with regard to compilation of pro forma financial information engagements, engagements on prospective financial information, and other areas relevant to SSARS No. 21 engagements. This course also provides examples and illustrations to help you effectively perform these types of engagements.


 Understand, apply SSARS No. 21, Clarification and Recodification  Be familiar with changes to the issuance of SSARS Nos. 22 & 23  Be familiar with compilation and review program examples and disclosure illustrations  Identify and apply compilation, preparation, and review procedures  Utilize hands-on examples and illustrations to increase your overall understanding and application of the material

Major Topics

 SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services  SSARS No. 22, Compilation of Pro Forma Financial Information  Sample comprehensive engagement work programs for preparation, compilation and review engagements  Designing and performing procedures to specifically meet each engagement objective  Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations  Other communication requirements, such as sample engagement letters and management representation letters  Quality issues related to SSARS No. 21 engagements  Current ARSC agenda items and projects

Designed For

Accounting practitioners & their staff performing and managing compilation, preparation, and review engagement services


Experience in performing and managing compilation, preparation, and review engagements


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Materials Option:

How would you like to receive your course materials?:

Your registration fee includes an electronic copy of the course manual. Your eMaterials will be available for download in the "My CPE" area of the website one week before the program date. Please note: Program cancellations will not be allowed once you have downloaded your eMaterials from the website. Copyright note: Reproduction or distribution of the manual or any portion of it is prohibited unless written permission is obtained from the course provider.

We will print a manual and provide it to you at registration the morning of the program.

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