Preparing Financial Statements for Clients Webcast | 4173297E

Date :
February 15, 2018 1:00 PM - 3:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 2.00, AA 2.00
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Review the rules that apply to preparing financial statements for clients. This course addresses judgments and the necessary preparation needed to render services profitably while avoiding troublesome mistakes. Examine cases and find answers to common questions that probe the practical meaning of professional standards in your practice.

Materials are provided as an ebook for this course.


Determine how to perform preparation engagements in accordance with professional standards.

Major Subjects:

  • Professional standards and other rules for preparation engagements
  • Other comprehensive bases of accounting

Advanced Prep:


Misc. Information:

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Level of Difficulty:
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Designed For:

Designed for accountants who perform preparation services.


Richard Alan Ferdinand, CPA
Rich Ferdinand specializes in providing financial and general management services to the small and medium sized business market (SMBs). Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance. He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of NJ, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago. He currently resides in New Hampshire with his wife and two daughters.
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