Downloads

  • Ethics for Washington CPAs

    Ethics for Washington CPAs 2026 version Washington CPAs have a considerable responsibility to the public, their profession, the organizations they serve, and themselves. They must act with integrity, honesty, and fairness. Ethical behavior is essential for fulfilling this duty and maintaining public trust. Thus, adhering to ethical standards is both a professional obligation and a […]

  • 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 […]

  • Compensation Strategy for Small to Medium-Sized Businesses

    This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium-sized businesses. Course No. M300 Format: Online pdf (73 pages). Printed book available. Instructional Delivery Method: QAS Self-Study Prerequisites: General understanding of federal income taxation. Advance Preparation:None Level: Overview CPE Credit: […]

  • Business Succession Planning: Entities & Title

    Discussion of Sole proprietorships, S corporations, C corporations, partnerships, and limited liability companies as to formation, operation, and ultimate disposition. Since who or what holds title imposes its own unique tax and legal consequences on the estate plan, emphasis is given to the maximization of tax benefits in each business format. Course No. M290 Format: […]

  • Yellow Book Standards Overview

    A summary of the significant changes in the 2018 Yellow Book. This course is included in the MEGA CPE Subscription. Course No. C014 Format: Online pdf (48 pages). Instructional Delivery Method: QAS Self-Study Prerequisites: Basic understanding of the auditing process Advance Preparation:None Level: Intermediate CPE Credit: 1 Hr. Field of Study: Auditing (Governmental) Course expiration:  You […]

  • Yellow Book Standards for Attestation & Review Engagements

    This course describes when the Yellow Book standards must be applied and identifies the requirements for auditor communication. Finally, this course will identify the three levels of service as identified by the AICPA. This course is included in the MEGA CPE Subscription. Course No. C013 Format: Online pdf (131 pages). Instructional Delivery Method: QAS Self-Study […]

  • Revenue Standard ASC 606: Implementation & Guidance for Private Entities (8 hrs)

    Discussion of the new revenue standard in ASC 606, Revenue from Contracts with Customers and its related updates, and guidance for private entities that are required to implement the standard. Course No. F140 Format: Online pdf (229 pages). Printed book available. Prerequisites: General understanding of compilation and review standards Advance Preparation:None Level: Overview CPE Credit: […]

  • Government Performance Audits: Field Work and Review

    This course identifies the general planning requirements for an audit that must comply with all of the applicable requirements for a review of financial statements conducted in accordance with GAGAS. Includes discussion of what is included and excluded from an audit report. This course is included in the MEGA CPE Subscription. Course No. C012 Format: […]