Skip to main content
Live Webcast Replay

Beyond the Basics of SSARS and Nonattest Services: Are You Certain You Are in Compliance?

Total Credits: 8 including 8 Auditing- Technical

Average Rating:
Not yet rated
ACPEN Industry Institute |  Accounting and Auditing |  Yellow Book
Jennifer Louis, CPA
Course Levels:
8 Hours
Product Setting: Expires 30 day(s) after program date.



Practitioners that provide non-audit services must strike the right balance between complying with relevant professional and regulatory standards, providing value-added client service, and mitigating litigation and other practice management risks. This course contains many case studies to reinforce best practices for managing the accounting, reporting, and performance issues associated with the attest services of compilations and reviews where reports are issued, as well as the SSARS  preparation of financial statements service and other nonattest engagements.

Basic Course Information

Learning Objectives
  • Describe practice management risks associated with non-audit services 
  • Properly apply relevant professional standards and regulations for non-audit services to minimize litigation and peer review risk 
  • Leverage information obtained on engagements to enhance the quality of client service
  • Be familiar with the numerous illustrations, examples, and exercises related to practical guidance to implement important key learning points

Major Subjects
  • Preventing malpractice claims related to nonattest accounting services 
  • Identifying and safeguarding independence threats when issuing attest reports 
  • Establishing an understanding with the client regarding non-audit services 
  • Defining the varying levels of responsibility for accountants performing non-audit services 
  • Performing compilations and reviews effectively and efficiently, including nature and extent of documentation considerations 
  • Practice performing analytical review procedures appropriately, including developing proper advance expectations for review engagements
  • Properly considering going concern, subsequent events, and other disclosure matters 
  • Common issues related to peer reviews, including recurring reporting problems 
  • Applying financial analysis best practices to help your clients better interpret their financial results

Course Materials


Jennifer Louis, CPA's Profile

Jennifer Louis, CPA Related Seminars and Products



Jennifer has over 25 years experience in designing and instructing high-quality training programs in a wide variety of technical and “soft skills” topics needed for professional and organization success.  In 2003 she founded Emergent Solutions Group, which is dedicated to meeting organization’s professional training needs on a project or part-time basis.  Jennifer serves a wide variety of clients, including public accounting firms, state CPA societies, private industry corporations, and public sector agencies.Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education for three years.  Prior to that, Jennifer was Executive Vice President/Director of Training Services at AuditWatch, Inc., a highly respected training and audit process consulting firm later acquired by Thomson Reuters.  Over her six years at AuditWatch, Jennifer served many roles.  She began her career at AuditWatch as Vice President of Product Development.   Jennifer also served as an instructor and consultant for the firm’s Audit Productivity Improvement Program (a comprehensive program enabling accounting firms to enhance audit quality and improve audit efficiency), as well as various other training courses.  Later, Jennifer was primarily responsible for working with clients to design high-caliber, customized training programs.  She led the Training Services Division, which includes AuditWatch University (“core-level” staff training for new hires to managers) and related offerings.  She also co-authored the Guide to Value-Added Auditing (Thomson/Practitioners Publishing Company, Fort Worth, TX, July 2001).

Before joining AuditWatch, Jennifer was the Financial/Operational Audit Manager at AARP.  While at AARP she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and trainings.

Jennifer was also an Audit Manager at Deloitte, in Washington, DC.  During her five years with Deloitte, she was a frequent local and national instructor.  Jennifer also served as an instructor for the firm’s national “Train the Trainers” program. 

Jennifer graduated summa cum laude from Marymount University with a BBA-Accounting.  She is currently a member of the American Institute of Certified Public Accountants (AICPA) and is licensed to practice accounting in the Commonwealth of Virginia and North Carolina.Contact Jennifer via email at, or via LinkedIn


Wed, Aug 07, 2024 - 10:00am to 05:40pm EDT
Mon, Oct 21, 2024 - 10:00am to 05:40pm EDT
Tue, Dec 10, 2024 - 10:00am to 05:40pm EST
Fri, Jan 10, 2025 - 10:00am to 05:40pm EST
Thu, Feb 13, 2025 - 10:00am to 05:40pm EST

Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Anyone who performed nonaudit services
Original Recording Date 2024
Date Added to Catalog 01/2024
Yellow Book Yes

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, 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 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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.