Performing Preparation, Compilation and Review Engagements

November 13, 2026 2:00pm - 4:00pm

Online/Webcast

2.00 Credits

Member Price $89.00

Non-Member Price $109.00

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Overview

Compliance is key to a successful engagement. You’ll learn how to stay in compliance with all professional standards relevant to your preparation, compilation, and review engagements.

Highlights

Engagement objectives

Performance requirements and standards

Documentation

Differences between compilation and preparation engagements

Engagement criteria

Changes in level of service

Prerequisites

None

Designed For

CPA firm staff

Objectives

Identify the framework and objectives of preparation engagements and of compilation engagements, and the general principles and objective of review engagements.
Recall the performance requirements for an engagement to prepare financial statements.
Recognize the documentation requirements for preparation engagements, compilation engagements, and review engagements.
Recognize the elements that make up a compilation engagement and the elements that make up a review engagement.
Distinguish a compilation engagement from a preparation engagement.
Identify the performance requirements for a compilation engagement and the performance standards for a review engagement.
Recognize the effects of a change in level of service from an audit to a review.