Write-Up Services and Financial Reporting for Small Businesses (Scheduled Webinar)

  • Credits: 4
  • Format: Scheduled Webinar
  • Field of Study: Accounting/Auditing
  • Author/Speaker: Sheldon Clark
* Preview not available until after first air date.
*Content Preview
Available Formats:     
Advanced Preparation: Access to a computer with speakers or a headset. Alternatively, access to a computer and a telephone (for audio reception)
Experience Level: Overview
Program Prerequisites: Basic Understanding of Client Financial Statements, Working Knowledge of GAAP
Course ID: SC-125.21
Published Date: ? August 2021


This 4-hour webcast is designed to provide a thorough review of the importance of write-up services for small businesses as well as general topics related to appropriate GAAP financial reporting.

Topics include:
  • Importance of write-up work
  • Managing a write-up practice
  • Planning for the engagement
  • Establishing and expanding the write-up practice
  • Engagement acceptance and continuance
  • Preparing and processing of client financial reports and tax returns
  • Developing procedures for producing reports and tax returns
  • Quality control standards
  • Write-up services software
  • Appropriate working papers/documentation
  • Overview of SSARS
  • Explanation of relevant terminology
  • Professional requirements
  • Authoritative guidance
  • Independence issues
  • Payroll processing including after-the-fact
  • Emphasizing the importance of write-up services within the firm
  • Year-round service and cash flow
  • Research materials and equipment needed for the task
  • Various other matters

Learning Objectives:

After reading the course material, you will be able to:

  • Provide the tax practitioner with successful write-up practice tips.
  • Provide the tax practitioner with an understanding of firm requirements of software and hardware needed.
  • Provide the tax practitioner with the tools for the preparation of financial statements and relevant tax returns.

Who Should Attend:
  • All Certified Public Accountants (CPAs)
  • Practitioners who deal with guiding clients through the accounting services and unaudited financial statement reporting

Qualifies and Approved with all State Boards of Accountancy and the following sponsorship?s: