SSAE 19 Key Changes, Applications, and Best Practices

Overview

Unlock the secrets to building and expanding a successful Client Accounting Services (CAS) practice in this dynamic and informative session. As the accounting profession continues to evolve, CAS offers an incredible opportunity to provide high-value and recurring services to clients, setting your firm apart and driving sustained growth. In this session, you will delve deeper into the essential components that contribute to a thriving CAS practice, including best practices for client engagement, innovative service offerings, and effective marketing strategies. By understanding the nuances of CAS, you will be equipped to navigate the challenges of the modern accounting landscape and capitalize on emerging trends that can enhance your service delivery and client satisfaction. This session was originally presented and recorded at the CalCPA Members Club Summit, August 2024.

Highlights

• artificial intelligence in accounting
• automation for accountants
• emerging technology trends

Objectives

• Identify the key changes introduced by SSAE No. 19, including the removal of restrictive distribution requirements and the practitioner's ability to develop procedures.
• Distinguish between the roles of an engaging party and a responsible party in agreed — upon procedures (AUP) engagements.
• Recognize how independence, thorough documentation, and clearly stated findings contribute to high — quality AUP engagements.
• Indicate how smaller or less complex entities can benefit from the cost — effectiveness and flexibility offered by SSAE No. 19.

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.