Compilation and Preparation of Financial Statement Engagements (CPE Course)

CPE Credit: 1 hour

Course Type: Downloaded PDF materials with online test

Price (with PDF Textbook): $10


Course Description
This course covers issues related to compilation engagements and preparation of financial statement engagements.  Annual and interim engagements, accounting services with and without financial statement preparation, basic documentation, and reporting requirements are included.


Author: Larry L. Perry

Course Number: AU006

Learning Objectives

  • Understand the fundamental concepts of compilation services
  • Learn effective and efficient compilation engagement performance, reporting and documentation methods
  • Distinguish between compilation and preparation engagements procedures and documentation
  • Understand the affects of preparation engagements (non-attest services) on attest engagements

    Level: Overview

    Instructional Method: QAS Self-Study

    NASBA Category: Auditing

    Prerequisites: None

    Advance Preparation: None

    Program Registration Requirements: Click on "Purchase Course" near the top of this page to pay for and access the course. You will then be able to download the course as a PDF file, then take an on-line examination, and then download a certificate of completion if you pass the examination.

    Program Refund Policy: For more information regarding administrative policies concerning complaints, refunds, and other matters, see our policies page.


    CPE-Sponsor-Logo.jpg

    AccountingTools, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

    The NASBA sponsor identification number for Accountingtools, Inc. is 115881.


    AccountingTools is an IRS Approved Continuing Education Provider. We are compliant with the requirements for continuing education providers (as described in sections 10.6 and 10.9 of the Department of Treasury’s Circular No. 230 and in other IRS guidance, forms, and instructions). Our IRS Approved Continuing Education Provider number is 72821.