Skip to main content

Please register for courses directly on TXCPA's website

Live Webcast Replay

SSARS Essentials: Best Practices for Review, Compilation, and Preparation Engagements


Total Credits: 4 including 4 Accounting - Technical

Average Rating:
Not yet rated
Categories:
ACPEN Industry Institute |  Accounting and Auditing
Faculty:
Dr. Chris Harper, CPA, MBA
Course Levels:
Intermediate
Duration:
4 Hours
License:
Expires 90 day(s) after program date.

Dates


Description

This course explores provisions of Statements on Standards for Accounting and Review Engagements (SSARS) that govern review, compilation, and preparation engagements. Participants will recall foundational concepts, examine recent updates, understand practitioner responsibilities, and apply best practices for engagement performance. Attendees will learn how to efficiently perform SSARS engagements while complying with professional requirements.

Basic Course Information

Learning Objectives
  • Identify the scope and applicability of SSARS for preparation, compilation, and review engagements
  • Differentiate SSARS engagements from audits and other professional accounting engagements
  • Recall similarities and differences among preparation, compilation, and review engagements
  • Select an appropriate level of service for a client’s unique circumstances
  • Apply current standards to common engagement scenarios
  • Evaluate independence and ethical requirements under SSARS
  • Recognize potential pitfalls
  • Recall best practices

Major Subjects
  • The SSARS landscape
  • Review engagements
  • Compilation engagements
  • Preparation engagements
  • Selecting from the menu of SSARS engagements
  • AICPA quality management standards 
  • Independence and other ethical considerations
  • Considerations when changing the level of service
  • Pitfalls to avoid
  • Best practices to adopt

Course Materials

Faculty

Dr. Chris Harper, CPA, MBA's Profile

Dr. Chris Harper, CPA, MBA Related Seminars and Products


Chris has been serving the tax and accounting needs of individuals and closely-held businesses since 1998. As a frequent speaker, he has taught a variety of continuing education courses for several state CPA societies. Chris is frequently interviewed by media outlets on a variety of financial, tax, and accounting topics.


Dates

Tue, Jun 16, 2026 - 12:00 PM to 4:00 PM CDT
Thu, Jul 02, 2026 - 9:00 AM to 1:00 PM CDT
Wed, Jul 15, 2026 - 11:00 AM to 3:00 PM CDT
Tue, Aug 11, 2026 - 1:00 PM to 5:00 PM CDT
Thu, Aug 27, 2026 - 3:00 PM to 7:00 PM CDT
Thu, Sep 10, 2026 - 9:00 AM to 1:00 PM CDT
Tue, Sep 22, 2026 - 11:00 AM to 3:00 PM CDT
Thu, Oct 01, 2026 - 1:00 PM to 5:00 PM CDT
Thu, Oct 29, 2026 - 3:00 PM to 7:00 PM CDT
Mon, Nov 02, 2026 - 9:00 AM to 1:00 PM CST
Tue, Nov 24, 2026 - 11:00 AM to 3:00 PM CST
Thu, Dec 03, 2026 - 1:00 PM to 5:00 PM CST
Tue, Dec 15, 2026 - 3:00 PM to 7:00 PM CST
Mon, Jan 04, 2027 - 9:00 AM to 1:00 PM CST
Tue, Jan 19, 2027 - 11:00 AM to 3:00 PM CST
Tue, Feb 02, 2027 - 1:00 PM to 5:00 PM CST
Fri, Feb 26, 2027 - 3:00 PM to 7:00 PM CST
Fri, Mar 05, 2027 - 9:00 AM to 1:00 PM CST
Tue, Mar 16, 2027 - 11:00 AM to 3:00 PM CDT
Wed, Apr 07, 2027 - 1:00 PM to 5:00 PM CDT
Thu, Apr 22, 2027 - 3:00 PM to 7:00 PM CDT

Additional Info

Basic Course Information

Advanced Preparation None
Course Developer Harp Doc, LLC
Designed For CPAs in public accounting and members in industry who desire a better understanding of SSARS engagements. 
Yellow Book No
Original Recording Date 5/1/2026
Prerequisites Basic working knowledge of SSARS engagements
Date Added to Catalog 02/18/2026

Additional Information

Complaint Resolution Policy Please contact Anne Taylor for any complaints.  anne.taylor@acpen.com, (972-377-8199).
Course Registration Requirements Online Registration
Instructional Delivery Method Group Internet Based
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.

Reviews