search

Instructor : Jeff Sailor

Click on the bottom "Sign up for a custom date and time!" and fill out the form to request a new date or time.

Or you can Email Sandy at cpe@jeffsailor.com

or call 352-732-4422.

We can even try to schedule some evenings and weekends.

If Jeff can monitor the course, we'll schedule it for you!

There's no charge for this service.

Field(s) of Study: Accounting
Show less keyboard_arrow_up

Jeff Sailor's 2024 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 financial instruments, credit losses, cryptocurrency, accounting theory under the Concepts and other FASB updates.

AUDIT UPDATE - In-depth coverage of the totally updated requirements for 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: 7/18/2024

Field(s) of Study: Accounting
Show less keyboard_arrow_up

Jeff Sailor's 2024 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 requirements for 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- 200 minutes of instruction- with three 10 minute breaks

Revision Date: 7/22/24

Field(s) of Study: Accounting
Show less keyboard_arrow_up

Jeff Sailor's 2024 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 1 of the course and covers the following topics:


ACCOUNTING UPDATE - Covers the latest updates to the FASB Codification, including financial instruments, credit losses, cryptocurrency, accounting theory under the Concepts and other FASB updates.




Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 200 minutes of instruction- with three 10 minute breaks

Revision Date: 7/22/24

Field(s) of Study: Accounting
Show less keyboard_arrow_up


This course covers topics which most practitioners find somewhat daunting. The goal is to give you the information you need to meet these challenges with confidence and thus not miss the proper accounting or reporting issues.


This course is designed to teach you various aspects of blockchain, cryptocurrency, NFTs , Web3 and AI.


Jeff Sailor and Jennifer Sailor bring a truly unique presentation style to explain the topics in a common sense way, while adding their own sense of candor and humor to keep you awake and reinforce the material.


Course Level - Basic

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with a ten minute break

Revision Date - 8/14/24

Field(s) of Study: Accounting
Show less keyboard_arrow_up


This course designed to address ethics issues of tax practitioners under Circular 230 and but also qualifies as regulatory ethics under other states which require an ethics course prepared by a NASBA Sponsor. Check your state for individual requirements.


This course is designed to teach you various aspects of the ethics requirements of Circular 230, 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.

While the focus of this course will be on ethics for tax practitioners, these may be applied to any accounting professional.


In addition,  Jeff will include interesting true case studies and a lot of humor to keep you awake and reinforce the material.


Course Level - Update

Delivery Method -Group Internet Based Webcast

Length - 100 minutes of Instruction with a ten minute break

Revision Date - 8/1/24

Field(s) of Study: Regulatory Ethics
Show less keyboard_arrow_up


Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud cases, the practitioner can become aware of patterns which will help to identify fraud. In this series Jeff discusses the basics of fraud as well as specific cases studies.


Jeff's 2024 edition highlights include: Theranos and Elizabeth Holmes, why you may not want to commit fraud in certain countries, and the final chapter for FTX.


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 - Basic

Delivery Method -Group Internet Based Webcast

Length - 50 minutes of Instruction

Revision Date - 8/1/24

Field(s) of Study: Auditing
Show less keyboard_arrow_up


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

Revision Date: 11/7/2023


Field(s) of Study: Accounting
Show less keyboard_arrow_up


(NOTE: This is the same information presented in the 8 credit course, Jeff Sailor's A&A Update and Review 2024)


The amount of change in the accounting profession is staggering, making it tough for the average CPA to keep up. This course will get you up to date with the latest information coming from the FASB.


In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know. He will cover present the latest GAAP pronouncements, along with 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- 200 minutes of instruction with three 10 minute breaks after each hour

Revision Date: 7/26/24

Field(s) of Study: Accounting
Show less keyboard_arrow_up


(NOTE: This is an expanded version of the SSARS section of the 8 credit course, Jeff Sailor's A&A Update and Review 2024)


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 compilations and review. To add to the confusion, there is now a new level of service known as a preparation, which has no report! 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 most important issues related to compilations and reviews as well as the general requirements that apply to all SSARS engagements. Special attention will be placed on the provisions most important for compliance. We will include a section on using the AICPA Practice for developing your system of quality management. We will also cover the AICPA practice Aids for preparation engagements and review analytical procedures. 



Course Level - Update

Delivery Method - Group Internet Based Webcast

Length - 150 minutes of Instruction with three 10 minute break after each hour

Revision Date - 7/26/24

Field(s) of Study: Accounting
Show less keyboard_arrow_up