search

Title : Jeff Sailor's 2025 A&A Update and Review (8 CR)

Instructors :  Jeffrey L. Sailor, CPA

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.


ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including lease issues, cryptocurrency, accounting theory under the FASB Conceptual Framework and other FASB updates.

AUDIT UPDATE - In-depth coverage of the COSO and impact on risk assessment, as well as Focus on Fraud.

SSARS UPDATE - Covers the requirements for preparations, compilations, and reviews in a step by step format with a focus on the new AICPA Guide to Analytical Procedures in a Review.

QUALITY STANDARDS - A step by step discussion on using the AICPA practice aid for implementing your new System of Quality Management.


Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 400 minutes of instruction- 10min break in the morning and afternoon and 30min lunch break

Revision Date: 7/14/2025


Field(s) of Study: Accounting

NASBA Approved

Update Level

8 Hrs

Enroll
  • More Info

    Learning Objectives

    • Identify and apply the most pervasive GAAP updates
    • Apply the provisions for cryptocurrency under the new standard
    • Apply the standards for preparations, compilations and reviews based on AR sections 60, 70, 80 & 90
    • Identify and apply the study of internal control under the COSO
    • Describe fraud risks associated with recent cases
    • Apply the AICPA Practice Aid to implement your system of quality management
    • Describe proper accounting theory under the FASB Conceptual Framework
    • Cite and apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting and auditing

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Hospitality Accounting- KPIs, Budgeting & Internal Control (2CR)

Instructors :  Jeffrey L. Sailor, CPA


This course is covers management aspect of accounting for the hospitality industry. Topics will include key performances indicators in the hospitality industry, key ratios, forecasting and budgeting, internal control and fraud.

In additional to the exceptional content, Jeff will include his signature video parodies, which are designed to reinforce the material as well as keep your interest and put a smile on your face. 


Course Level - Basic

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with a ten minute break

Revision Date - 12/27/24

Promotional Snippet


Field(s) of Study: Accounting

NASBA Approved

Basic Level

2 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, participants will be able to:

    Describe the essential KPIs used in the hospitality industry

    Describe the advanced KPIs used in the hospitality industry

    Describe the difference between KPIs and ratios

    Describe the common ratios used in the hospitality industry

    Describe budgeting and forecasting in the hospitality industry

    Describe methods for accurate forecasting

    Describe internal controls in the hospitality industry

    Describe common fraud schemes found in the hospitality industry


    Level

    Basic

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Enjoyable Ethics for Florida CPAs (4CR)

Instructors :  Jeffrey L. Sailor, CPA

Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the ethics CPE requirements for Florida CPAs. Our Florida Provider Number is 0009374 and our Florida Course Number is 0028009.

To specifically meet the requirements for Florida CPAs, the course will devote at least 51% of the time to Florida rules including Chapter 455 F.S. , Chapter 473 F.S. and FL BOA Rules 61H1.

This course is designed to teach you many important aspects of accounting ethics, while making it enjoyable. To do this, Jeff will not only cover the typical topics, but will also challenge you to think outside the box.

In this course, Jeff Sailor will bring 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 will cover the authoritative guidance found in the AICPA Code of Professional Conduct in detail. He will also explain how to use the AICPA Conceptual Framework when faced with ethical issues and cover independence requirements of the Code of Professional Conduct with special emphasis on nonattest services.


In addition,  Jeff will include 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 - 200 minutes of Instruction

Revision Date - 1/14/25


Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

4 Hrs

Enroll
  • More Info

    Learning Objectives

    Define ethics

    Describe types of ethics

    Identify ethical dilemmas

    Describe the source of accounting ethics

    Describe the format of the AICPA Code of Professional Conduct

    Identify the areas of ethics rules for accountants in public practice

    Identify the areas of ethics rules for accountants in business

    Describe various violations of ethics

    Apply the Conceptual Framework for ethics issues

    Identify the seven threats to independence

    Describe the five categories of independence issues

    Describe the issues related to nonattest services

    Describe the topics in FL 455

    Describe the topics in FL 473

    Describe the rules on Fl BOA Rules 61H1

    Apply the provisions for reporting CPE to the FL DBPR

    Level

    Update

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Accounting for Income Taxes: Step by Step Series (2CR)

Instructors :  Jeffrey L. Sailor, CPA


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 accounting for income taxes
 
Income taxes are a tough enough topic by themselves, but trying to make them make any kind of sense in financial statements is even more challenging.
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 many examples to show the practical aspects.
 
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- 100 minutes of instruction
Revision Date - 12/27/24

Promotional Snippet


Field(s) of Study: Accounting

NASBA Approved

Basic Level

2 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:

    Describe the steps to accounting for income taxes

    Apply the recognition, measurement and presentation for current taxes

    Apply the recognition, measurement and presentation for deferred taxes

    Apply the provisions for unrecognized tax positions

    Apply the requirements for disclosures

    Level

    Basic

    Prerequisites

    Experience in accounting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Special Purpose Frameworks- The Alternative to GAAP (3CR)

Instructors :  Jeffrey L. Sailor, CPA


Generally Accepted Accounting Principles (GAAP) has become increasingly complex due to the changing environment. While this complexity is justified in many situations, many entities find that the cost does not justify the benefits. As a result, many entities turn to Special Purpose Frameworks. In this course we will look at the most popular alternative frameworks as well as some new and other interesting frameworks. We’ll also spend time on the theory that should go into your decision- making when deciding to use a Special Purpose Framework.

Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 150 minutes of instruction

Revision Date- 12/27/24


Field(s) of Study: Accounting

NASBA Approved

Basic Level

3 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon completion of this course, the participant should be able to:

     

    Define Special Purpose Frameworks and provide examples.

    Explain the differences between Special Purpose Frameworks and OCBOA.

    Explain the purpose of general-purpose financial statements.

    Explain what make financial statements useful.

    Apply a methodology for deciding on footnotes for a Special Purpose Framework.

    Cite the authoritative guidance for Special Purpose Frameworks.

    Define the four primary categories of Special Purpose Frameworks.

    Decide when it would be appropriate to use a Special Purpose Framework.

    Apply the Cash, Modified Cash and Tax bases of accounting.

    Explain the theory behind regulatory and contractual bases of accounting.

    Explain the major elements of IFRS-SME.

    Explain the major elements of FRF-SME.

    Apply resources for preparing financial statements under FRF-SME.

    Level

    Basic

    Prerequisites

    Knowledge of accounting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Fraud's Greatest Hits! (3CR)

Instructors :  Jeffrey L. Sailor, CPA


Fraud has always been a concern for anyone associated with financial statements. In this course, Jeff takes a unique approach to the study of this topic by looking at what are considered to be the top ten accounting fraud cases. In studying the cases, you will gain insight into what to look for in the future.

In addition to the cases, Jeff will cover various aspects, both authoritative and guidance, related to fraud to further improve your awareness and skills. He will also cover a couple of other significant fraud cases as well as a couple of interesting historical notes.

The entire presentation is packaged into Jeff’s unique blend of teaching with humor. Each case has its own “Greatest hit”, a song parody to help you remember the case as well as other surprises along the way to keep your interest.

If you are looking for a course that will keep awake and engaged and will better prepare you for detecting fraud, then this course is a must.

Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 150 minutes of instruction

Revision Date: 1/14/2025


Promotional Snippet


Field(s) of Study: Accounting

NASBA Approved

Basic Level

3 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:

    Describe the top ten accounting fraud cases

    Identify the nature of fraud and its three characteristics

    Apply the provisions for fraud risk assessment in an audit

    Identify examples of fraud

    Describe the traits of a white collar criminal

    Describe techniques to detect fraud

    Identify the principles of the COSO Fraud Risk Management Guide

    Level

    Basic

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Financial Leadership

Instructors :  Jeffrey L. Sailor, CPA

This course covers a number of “Big Picture” issues faced by CPAs and other financial leaders. Topics include core responsibilities, traditional roles, financial decision-making, changes and challenges, the VUCATS framework and the PESTLEE analytical framework.


In addition to the exceptional material, Jeff includes 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 - 10/17/2025

Promotional Snippet


Field(s) of Study: Accounting

NASBA Approved

Basic Level

2 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:

    Describe the core responsibilities and traditional roles of financial leaders

    Apply decision-making

    Describe what makes financial information useful

    Describe the changes and challenges faced by financial leaders today

    Apply the VUCATS framework

    Apply the PESTLEE framework

    Level

    Basic

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Enjoyable Ethics- The 3 Credit Edition

Instructors :  Jeffrey L. Sailor, CPA

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

Revision Date - 1/14/25


Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

3 Hrs

Enroll
  • More Info

    Learning Objectives

    Define ethics

    Describe types of ethics

    Identify ethical dilemmas

    Describe the source of accounting ethics

    Describe the format of the AICPA Code of Professional Conduct

    Identify the areas of ethics rules for accountants in public practice

    Identify the areas of ethics rules for accountants in business

    Describe various violations of ethics

    Apply the Conceptual Framework for ethics issues

    Identify the seven threats to independence

    Describe the five categories of independence issues

    Describe the issues related to nonattest services

    Level

    Update

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Maintaining Your Independence (1CR)

Instructors :  Jeffrey L. Sailor, CPA

Written by Jeff Sailor and Jennifer Sailor

Independence is one of the most important aspects in all areas of financial reporting. It is interesting to note that none of us are ever truly independent. The key is being aware of the issues which could impair your judgement.

In this course, Jeff Sailor uses his truly unique presentation style to explain the importance of maintaining your independence, along with covering the most important independence issues found in the AICPA Code of Professional Conduct.

In addition,  Jeff includes a lot of humor to keep you awake and reinforce the material.

Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 50 minutes of instruction

Revision Date - 1/14/25



Field(s) of Study: Regulatory Ethics

NASBA Approved

Update Level

1 Hrs

Enroll
  • More Info

    Learning Objectives

    Define independence

    Describe the requirements for independence in financial reporting

    Identify the seven threats to independence

    Describe the independence issues found in the AICPA Code of Professional Conduct

    Level

    Update

    Prerequisites

    Basic understanding of accounting and reporting

    Advanced Preparation

    None

Show less keyboard_arrow_up

Title : Agreed-Upon Procedures Engagements- Step by Step (2CR)

Instructors :  Jeffrey L. Sailor, CPA


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 new requirements under SSAE 19 for Agreed-Upon Procedures engagements.

AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process.

In addition to the material, 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


Field(s) of Study: Accounting

NASBA Approved

Basic Level

2 Hrs

Enroll
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:
    Describe the purpose of an agreed-upon procedures engagement
    Identify various options for AUPE
    Apply the provisions for performing an AUPE
    Identify language to be avoided when reporting
    Apply proper documentation

    Level

    Basic

    Prerequisites

    Basic understanding of reporting requirements

    Advanced Preparation

    None

Show less keyboard_arrow_up