Downloads

  • Ethics for Connecticut CPAs

    This is an ethics course for Connecticut CPAs covering standards of professional conduct and business practices adhered to by accountants such as CPAs in order to enhance their profession and maximize idealism, justice and fairness when dealing with the public, clients and other members of their profession. It also presents an approach – the threats […]

  • SAS 142 -143: New Standards on Audit Evidence & Estimates

    This course covers the new auditing standards issued by the Auditing Standards Board as SAS No. 142-145. The first segment of the course addresses SAS No. 142’s expanded guidance on what comprises audit evidence in a financial statement audit. The second segment is a review of SAS No. 143’s guidance on accounting estimates including the […]

  • SSARS 25: Revisions to the Review Standard Determining Materiality

    This course covers the various changes made to the compilation and review codification by the issuance of SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions, including changes made to AR-C 60- General Principles, AR-C 70- Preparation of Financial Statements, AR-C 80- Compilation Engagements, and AR-C 90- Review of Financial Statements. […]

  • GAAP Tax Basis Overview

    This course covers a variety of issues related to GAAP including the unusual reporting and disclosure issues that develop in practice such as how to disclose life insurance, leases, catastrophes, and tax-basis financial statements. Price: $113 Format: Online pdf (334 pages). Printed book available. Prerequisites: General understanding of U.S. GAAP Advance Preparation:None Level: Overview CPE […]

  • 1040 Workshop Bundle

    These course examine and explain the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

  • 2023 Easy Tax Update & Inflation Adjustments

    This 2023 federal tax update course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great […]

  • Ethics for Washington CPAs

    Ethics for Washington CPAs 2023 version This course is designed to meet the 4 hour Ethics CPE requirement for Washington State CPAs as outlined by the Washington State Board of Accountancy.  This course covers the Washington State Public Accountancy.  This course covers the Washington State Public Accountancy Act and the Board’s rules and policies.  It […]

  • PPP Loans and Forgiveness: Accounting & Financial Reporting

    A discussion of the accounting and financial reporting issues related to the receipt and forgiveness of loans received under the Paycheck Protection Program (PPP), including first and second-draw loans. Course No. F160 Format: Online pdf (94 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of accounting, financial reporting, auditing and compilation […]

  • Liquidity Management: Profitability vs. Cash Flow

    This VIDEO COURSE shows you how to help clients assess current and future cash flows. You learn techniques to increase cash flow and reduce dips in cash flow. Critical sources of cash for businesses are listed, along with the pros and cons of major sources. Course No. S003 Format: Online video Instructional Delivery Method: QAS […]

  • Business Loan Basics

    Business loans are a vital source of funding for cash flow management. This course begins with ratio analysis and cash flow projections to determine whether loan funding is needed. Key loan components such as different ways interest is calculated, types of fees, and the multiple terms that can be structured into a loan are also […]