Detailed Course Descriptions
DETAILED COURSE
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All webinars are "One-Day Webinars" for 8 CPE hours!
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COMPLIANCE SERIES
AICPA’s Preparation, Compilation and Review Standards: Update and Review of recent pronouncements and a Comprehensive Review of the SSARS. This is the Best SSARS Seminar in the Country … Guaranteed!!! (PCRU8)
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“As always, excellent. Very helpful and useful. Learning Objectives: Major Subjects:
Designed For: This course is designed to enable participants to understand and implement the pronouncements, interpretations and technical practice aids that apply to SSARS engagements. This course is also designed to make practitioners aware of common deficiencies in SSARS engagements and how to avoid them. Field of Study: Accounting and auditing Advance Preparation: None Course Ratings: This course has consistently received the highest national ratings of any Preparation, Compilation, and Review course. Common comment on the webinar format is that “it was great, Walter, just like we’re there in person!” Program Level: Update / intermediate Prerequisites: None Instruction Delivery Method(s): Lecture, self-assessment questions, and discussion of participant questions asked during presentation Program Length: One day Recommended CPE Credits/Hours: Eight |
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Financial Reporting Frameworks (FRF) Used by Small- and Medium- Sized Entities (SMEs): Update of recent changes that affect SMEs in the accounting principles within U.S. GAAP for SMEs, the Tax and Cash FRFs, and the AICPA FRF for SMEs and a review of common mistakes made by CPAs in the preparation of financial statements for SMEs. (ACSU8)
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What participants say about this course: “If you really want to learn the standards and prepare financial statements correctly, go to this course.” - Washington participant “Must take annually … the best.” -Virginia participant Learning Objectives: This course provides an update and review of the financial reporting frameworks commonly used by small- and medium-sized entities (SMEs); namely, the U.S. GAAP Financial Reporting Framework principles that apply to SMEs, the tax and cash special purpose frameworks, and the AICPA Financial Reporting Framework for SMEs. Troublesome areas in these financial reporting frameworks as identified in peer reviews and litigation will be highlighted. Major Subjects:
Designed For: This course is designed for practitioners who need to update their knowledge of the accounting standards issued during the past year that affect the preparation of financial statements of small and medium-sized entities and who need to become aware of and learn how to handle common financial statement deficiencies. Field of Study: Accounting and auditing Advance Preparation: None Course Ratings: This course has consistently received the highest national ratings of any accounting standards update course. A common comment on the webinar format is that “it was great, Walter, just like we’re there in person!” Program Level: Update / intermediate Prerequisites: None Instruction Delivery Method(s): Lecture, self-assessment questions, and discussion of participant questions asked during presentation Program Length: One day Recommended CPE Credits/Hours: Eight |
AICPA’s Auditing Standards: Update of recent changes in the auditing standards and a review of common non-compliance areas within the standards. This is the Best AICPA Auditing Standards review seminar in the Country … Guaranteed!! (AUSU8)
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Learning Objectives: This course will enable practitioners to understand and apply the AICPA “clarification” auditing standards. Further, this course will provide guidance on how to perform an effective, efficient and profitable audit engagement that is in compliance with the standards. The course is loaded with practical practice aids to help enable participants to comply with the standards. Troublesome areas as identified peer reviews and litigation will be covered including risk assessment, documentation and independence. This is a must class for CPAs who perform audits, inside CPAs who oversee audits, and CPAs who are on audit committees. Participants who take this course will enjoy a smooth sailing in their peer reviews and substantially increase their firm profits … guaranteed! Further, this course will enable firms to increase their profits on audit engagements exponentially. This course also includes the “new” Quality Management Standards that replace the Quality Control Standards. Major Subjects:
Designed For: This course is designed for practitioners in public practice who must understand and implement the clarification auditing standards, who need to be aware of common audit engagement deficiencies, and who are responsible for making audit engagements more profitable. It is also designed for inside accountants who oversee audits of their entities. Field of Study: Accounting and auditing Advance Preparation: None Material Ratings: This course has consistently received the highest national ratings of any auditing standards update course. A common comment on the webinar format is that “it was great, Walter, just like we’re there in person!" Program level: Update / intermediate Prerequisites: None Instruction Delivery Method(s): Lecture, self-assessment questions, and discussion of participant questions asked during presentation Program Length: One day Recommended CPE Credits/Hours: Eight |
"ADD VALUE TO SERVICES"
SERIES
Haig’s Complete Guide to Preparing and Reporting on Personal Financial Statements: an update and review of the accounting standards and unaudited reporting standards that impact personal financial statements! (PFS8)
NASBA Field of Study: Accounting – Technical - Financial Statements and Reports
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This course has significantly changed for the better the lives of a significant number of practitioners and their clients. Participants will learn how to prepare a personal financial statement following U.S. GAAP, how to recast a U.S. GAAP personal financial statement into a powerful management tool, and how and when to report on a personal financial statement including their own. Participants will learn a step-by-step process for performing an annual personal financial health checkup for themselves, family members, employers, and, if in the practice of accounting, their clients. This course will enable practitioners to add a huge value to their tax preparation services. Major Subjects:
Designed For: This course is designed for practitioners who are involved in personal financial statement preparation engagements and personal financial planning engagements. It is also designed for individuals who desire to become or remain financially self-sufficient. Field of Study: Accounting and auditing Advance Preparation: None Course Ratings: This course has consistently received the highest national ratings of any personal financial planning course. Program Level: Update / intermediate Prerequisites: None Instruction Delivery Method: Lecture, self-assessment questions, and discussion of participant questions asked during presentation Program Length: One day Recommended CPE Credits/Hours: Eight |
Analytical Procedures: How to use analytical procedures in “substance over form” to identify mistakes in accounting presentations and areas hindering profitability! (ANAL8)
NASBA Field of Study: Auditing - Technical
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Learning Objectives: This course fills an important need for both financial managers of small- and medium-sized entities and accountants in the practice of public accounting providing services to those entities by offering the tools to help ensure the future success of a business. This course also provides practical guidance for the effective use of benchmarking and analytical procedures. Major Subjects:
Designed for: This course is designed for practitioners who have the responsibility of analyzing the financial condition and organizational health of closely held companies. Field of Study: Accounting and auditing Advance Preparation: None Course Ratings: This course has consistently received the highest national ratings of any course on analytical procedures. Program Level: Update / intermediate Prerequisites: None Presentation Method: Lecture, self-assessment questions, and discussion of participant questions asked during presentation Program Length: One day Recommended CPE Credits/Hours: Eight |
