Preparing Financial Statements for Clients Webcast

Course Details


Tuesday, February 18, 2020

10:30am – 2:00pm
(Registration: 10:00am)

Field of Study


Course Number


CPE Credit

4.0 hours CPE credit

Level of Knowledge



CalCPA Education Foundation




This course reviews standards for preparation services. In addition, address the risks faced by accountants who provide these services and what it takes to minimize those risks.

The course will also offer guidance for the professional judgments accountants must make when providing these services.

This course, taken with another 4-unit course, is an ideal way to meet the 8-unit accounting CPE requirement for accountants who prepare financial statements, but perform no compilations, reviews or audits.  Small-Business Financial Statements (FRF) can provide the other four CPE units.   Start-up and Small Business Financial Statements: Issues and Fraud (SSFR) is a companion course designed to meet the 4-unit fraud requirement, but also qualifies as accounting CPE.

Materials are provided as an ebook for this course.


  • Misstatements
  • Materiality
  • Related parties
  • Going concern uncertainties
  • Client acceptance and continuation
  • Engagement letters
  • Prospective financial statements
  • Documentation


The goal of this course is to ensure that you have a current knowledge and understanding of the AICPA’s professional standards for preparations of financial statements and are able to apply them to reduce the risk of material misstatements whether caused by fraud or error.

Designed For

Accountants and financial professionals.

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $188.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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