Self-Study On-Demand


2 CPE

Not Documented Not Done [2025-2026]

Self-Study On-Demand
2 CPE

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

Major Topics

  • 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 & 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

CPE Credits Available

2 CPE
2
Accounting&Auditing

Things to Know About This Course

Course Level

  • Basic

Intended Audience

CPAs, CFOs, controllers, financial professionals, and auditors.

Provider

Western CPE

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