Avoiding Legal Liability and Peer Review Deficiencies in Nonaudit Services, Including Bookkeeping and Preparing Financial Statements
Tuesday, July 14, 2026
8-11:40 a.m. Central
4 CPE (4 technical)
Course code: 26WA-3875
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- Tuesday, June 9, 2026 - Webinar
- Wednesday, June 17, 2026 - Webinar
- Saturday, June 27, 2026 - Webinar
- Thursday, Aug. 6, 2026 - Webinar
- Friday, Sept. 4, 2026 - Webinar
- Tuesday, Oct. 6, 2026 - Webinar
The majority of peer review deficiencies and malpractice claims result from nonaudit services. This course will provide best practices for avoiding legal liability and quality control concerns.
Major subjects
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Differentiating risks faced when performing nonaudit services, such as reviews, compilations, preparing financial statements, bookkeeping, tax return preparation, and similar.
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Best practices for preventing quality control concerns that could lead to peer review deficiencies or malpractice claims.
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Establishing an understanding with the client to minimize misunderstandings as to the nature and scope of engagements.
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Explain situations when independence should be appropriately safeguarded when performing nonattest services.
Learning objectives
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Describe the nature of risks faced when performing nonaudit services for clients.
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Explain how to mitigate risks faced by all CPAs in performing nonaudit services.
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Apply best practices for maintaining quality control for nonaudit engagements.
Who should take this program?
- Anyone who performed nonaudit services.
Pricing
|
Standard Member Fee |
$149.00
|
Standard Nonmember Fee |
$149.00
|
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Instructor
Jennifer Louis, CPA
Location
Online
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (4.0)
Level
Basic
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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