Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics CPE requirements of any state which requires 1-3 credits prepared by a NASBA Sponsor. Check your state for individual requirements.

This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff covers the typical topics while challenging you to think outside the box.

Jeff Sailor uses his truly unique presentation style to explain the nature of ethics as well as why we have to review our ethics rules on a regular basis.

He covers the authoritative guidance found in the AICPA Code of Professional Conduct in detail. He also explains how to use the AICPA Conceptual Framework when faced with ethical issues, and covers independence requirements of the Code of Professional Conduct with special emphasis on nonattest services.

In addition,  Jeff  includes a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 150 minutes of Instruction

Jeff Sailor's 2025 Accounting and Auditing Update and Review Course is designed to provide an in-depth look into the most important new pronouncements issued during the past year, along with an overview of less pervasive ones. As always, to assist with attention and learning, Jeff has included several video parodies.

This is PART 2 of the course and covers the following topics:

AUDIT UPDATE - In-depth coverage of the totally updated COSO internal controls requirements for risk assessment, as well as Focus on Fraud.

SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews.

Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 200 minutes of instruction- with a 10 minute break halfway

Revision Date: 7/14/25

Knowing the accounting principles is only half the story for most accountants in public accounting. You must also understand the myriad of rules relating the reporting requirements for audits. This course will cover the nuts and bolts of these pronouncements as well as cover the theory required to make proper decisions.

Topics will include the latest SAS updates accounting estimates and the brand new requirements for audit risk assessment with a  focus on IT Risk Assessment. Special attention will be placed on the provisions most important for compliance, including documentation. There will be an in-depth discussion on Internal Control, which has been identified as a problem area in peer review.  As a bonus, we will include our 2025 “Focus on Fraud”. In this edition, he will discuss what happened at Kraft-Heinz as well as some other cases.

Delivery Method -Group Internet Based Webcast

Length - 150 minutes of Instruction with two 10 minute breaks

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Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics CPE requirements for South Carolina and any other states which require 1-2 credits prepared by a NASBA Sponsor. Check your state for individual requirements.

This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff covers the typical topics while challenging you to think outside the box.

Jeff Sailor uses his truly unique presentation style to explain the nature of ethics, as well as why we have to review our ethics rules on a regular basis.

He also covers the authoritative guidance found in the AICPA Code of Professional Conduct.

As usual, Jeff  includes a lot of humor and one of his signature video parodies, which is designed to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction

With the issuing of the new Quality Management Standards, the AICPA requires that all CPA firms with accounting and auditing practices implement a NEW system of quality management in accordance with brand new SQMS 1. This will include not only firms who perform audits or reviews, but also firms who limit their work to preparation or compilation engagement.

While the goal is to improve overall quality in the profession, implementation may appear overwhelming for many practitioners.

To assist with the implementation, the AICPA has created practice aids designed to assist with the process of developing your new system.

In this detailed webcast Jeff walks you through every aspect of the process:

1. Where to find the practice aids

2. The proper use of the practice aids

3. Documents you are required to have

4. How to use the practice aids for documentation

5. Proper use the spreadsheet risk assessment template

6. Creation of your final documents

In addition, he offers practical advice along the way to make your job even easier.

As in all his courses, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will also include a certain amount of humor designed to keep you awake and reinforce the material.

Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 150 minutes of instruction with two 10 minute breaks

Revision Date: 12/27/2024

In this course, Jeff will cover the most common and useful metrics that every CFO, Controller and CPA Advisor should know. The discussion will be categorized by type and use of metric.

The course will also include many examples to aid in understanding and using these metrics. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with 10 minute break

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Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the tough topic of preparing for your peer review.
 
The thought of peer review is something which creates a sense of dread for most practitioners, but it doesn’t have to if you are properly prepared. In this course Jeff will take you Step by Step through the process of understanding and preparing for a successful peer review. Included will be significant discussion on “hot spot problem areas” which your peer reviewer will be looking for.
 
In addition, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 150 minutes of instruction

Revision Date: 5/29/20

This course covers a broad range of topics all involving uncertainties in accounting and auditing. It discusses the accounting standards for Going Concern, Contingencies, Guarantees, and Credit Losses. It also covers the audit standards related to auditing accounting estimates and considering going concern.

In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with 10 minute break

Revision Date - 10/11/2025

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Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover how to prepare a statement of cash flows.
 
While the statement of cashflows is one of the basic statements required by GAAP, many practitioners encounter issues when preparing them. In this course, Jeff takes you step by step through the process to insure that you understand both the professional as well as the practical requirements. He will cover not only the accounting and presentation, but also show you how to use a simple spreadsheet template to assist in your preparation.
 
In addition, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

Course Level- Update
Delivery Method- Group Internet Based Webcast
Length- 100 minutes of instruction
Revision Date- 12/27/24

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NOTE- THIS IS AN EXPANDED VERSION OF MATERIAL CONTAINED IN THE 8CR JEFF SAILOR’S A&A UPDATE AND REVIEW 2025

Internal control is essential to efficient operations reporting and compliance. In this course Jeff will discuss the five components and seventeen principles as outlined in the COSO Internal Control Integrated Framework. Also included is a discussion of the requirements for the evaluation of internal control as a part of audit rick assessment under SAS 145.

The course will also include many examples to aid in understanding. In addition to the exceptional material, Jeff will include his signature video parodies, which are designed to keep you awake and reinforce the material.

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with 10 minute break

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