Downloads

  • 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. 142-143. 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 – 2021

    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 (332 pages). Printed book available. Prerequisites: General understanding of GAAP and tax basis financial statements. Advance […]

  • 1040 Workshop 2021

    The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application.

  • 2021 Easy Tax Update & Inflation Adjustments

    This 2021 tax update 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 resource and […]

  • Ethics for Washington CPAs 2021

    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 also discusses the AICPA Code of Conduct and the key […]

  • 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). Course No. F160 Format: Online pdf (86 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of accounting, financial reporting, auditing and compilation and review standards Advance Preparation:None […]

  • 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 […]

  • Marginal Profitability Analysis

    The course provides practical examples of making decisions with marginal profitability analysis. Examples include determining optimal production amounts and which products to promote. The final section explains how to calculate the change in profitability from a price increase and a price decrease. A worksheet template is provided for this analysis. Course No. S001 Format: Online […]