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Course Description:

The Statements on Quality Management Standards require a firm to not only have implemented a system of quality management, but conduct ongoing SQM activities as well. In this course, Jeff will cover the requirement for ongoing SQM activities including Monitoring and Remediation, Engagement Quality Reviews and the Annual Evaluation of the SQM.


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 - 50 minutes of Instruction
Revision Date - 5/30/2026


Field(s) of Study: Accounting
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Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics Requirements for North Carolina and any 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 many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff not only covers the typical topics, but also challenges you to think outside the box.

In this edition, Jeff Sailor uses his truly unique presentation style to explain how to use the AICPA Conceptual Framework when faced with ethical issues, and covers independence requirements of the Code of Professional Conduct.

As usual, 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
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Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, 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.


In this edition, Jeff looks at Sam Bankman-Fried and FTX and reveals that the fraud may not have been as complex as many people might think.


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- 50 minutes of instruction

Revision Date: 8/14/2023

Field(s) of Study: Auditing
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NOTE- THIS PRESENTATION IS INCLUDED IN THE 8CR JEFF SAILOR’S A&A UPDATE AND REVIEW 2025

Fraud is always a pervasive risk and can create serious issues in financial reporting. By studying fraud case, 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.

In this 2025 edition, Jeff focuses on the role of internal controls in preventing and detecting fraud. He will also look at fraud cases in Brazil, the UK and here at home (Kraft Heinz). Plus, an embarrassing fraud case at the IRS!

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- 50 minutes of instruction

Revision Date: 8/5/25

Field(s) of Study: Accounting
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Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics requirements for North Carolina and any 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 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.

In this edition, 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 introduces the AICPA Code of Professional Conduct.

As usual, 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
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The issuance of SAS 145 made many changes to risk assessment in the planning of audits. One of the major changes was the increased focus on the risk assessment of Information Technology Systems. This course will cover the requirements of SAS 145 as well as discuss many of the troubling issues related to IT in an audit.

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 - 50 minutes of Instruction

Revision Date - 9/18/2025

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Field(s) of Study: Auditing
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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
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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 schedule early morning, 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
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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
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At the end of 2021, the Auditing Standards Board made effective many new required communications when performing an audit. These range from the engagement letter all the way to report and even beyond. The ASB realized that, while we were doing good work, our communications were not up to par.

In this course, Jeff Sailor will bring his truly unique presentation style to explain changes you need to know to have better communications and meet the requirements of the standards for your engagements as well as for peer review.

In addition,  Jeff will include one 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 - 50  minutes of instruction

Revision Date - 12/27/24

Field(s) of Study: Auditing
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Written by Jeff Sailor and Jennifer Sailor

This course specifically meets the Ethics requirements for North Carolina and any 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 many important aspects of accounting ethics, while making it enjoyable. To do this this Jeff not only covers the typical topics, but also challenges you to think outside the box.

In this course, Jeff Sailor uses his truly unique presentation style to explain in detail various aspects of the AICPA Code of Professional Conduct.

As usual,  Jeff includes a lot of humor and a signature video parody 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
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The Auditing Standards Board has recently made major updates to the most critical area of any audit: risk assessment. The deadline for change is coming soon and this is expected to be a major peer review focus area.

In this course, Jeff Sailor will bring his truly unique presentation style to cover the most important topics you need to know to get ready for the new requirement, with a focus on proper documentation. In addition to covering the standards pronouncements, Jeff will include 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 - 50 minutes of instruction

Revision Date - 12/27/24

Field(s) of Study: Auditing
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Preparation, compilation and review engagements fall under the SSARS reporting standards. Regardless of the level of engagement, all SSARS engagements fall under the SSARS General Principles. In this course, Jeff will explain the general principles required for all SSARS engagements


Topics will include ethics, engagement acceptance, compliance with requirements as well as other areas.  As always, Jeff will include his unique sense of humor to help keep your attention and retain the material.


Course Level- Update

Delivery Method- Group Internet Based Webcast

Length- 50 minutes of instruction

Revision Date: 8/14/2023

Field(s) of Study: Accounting
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COVID-19 has had an impact on the world in many ways. This course will address critical areas related to accounting and reporting.

Jeff will explain the issues and the relevant standards you should look to for guidance for four major issues: Subsequent Events; Accounting Estimates; Going Concern; and Accounting for a PPP Loan.


Course Level- Basic

Delivery Method- Group Internet Based Webcast

Length- 50 minutes of instruction

Revision Date 12/11/21

Field(s) of Study: Accounting
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:
    Describe the risks related to the accounting and reporting due to COVID-19
    Apply the provisions for subsequent events
    Apply the provisions for accounting estimates
    Apply the provisions for going concern
    Apply the provisions for accounting for a PPP loan

    Level

    Basic

    Prerequisites

    Experience in accounting and reporting

    Advanced Preparation

    None

  • Events
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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 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

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Field(s) of Study: Accounting
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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

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Field(s) of Study: Accounting
  • More Info

    Learning Objectives

      • Describe the concept of blockchain
      • Describe common uses of blockchain
      • Describe the concept of cryptocurrency
      • Recognize some of the challenges of cryptocurrency
      • Apply the new FASB standards for accounting for cryptocurrency
      • Describe non-fungible tokens
      • Describe the concept of WEB3
      • Recognize the challenges and opportunities for using artificial intelligence in accounting and auditing

      Level

      Basic

      Prerequisites

      Basic understanding of accounting and reporting

      Advanced Preparation

      None

    • Events
      September 28, 2026 @ 3:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
      September 29, 2026 @ 4:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
      October 9, 2026 @ 10:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
      October 12, 2026 @ 3:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
      October 20, 2026 @ 9:00 AM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
      October 28, 2026 @ 2:00 PM - ET Blockchain, Crypto, NFTs & Other Scary Stuff No One Understands
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    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

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    Field(s) of Study: Accounting
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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

    Accounting is a man-made science and thus it is critical to have a framework for consistency in standards. In this course Jeff will discuss the FASB Conceptual Framework which serves not only as the basis for the creation of new accounting standards, but can be used for better judgement in any accounting framework.


    Delivery Method -Group Internet Based Webcast

    Length - 100 minutes of Instruction with 10 minute break

    Revision Date - 9/1/2025

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    Field(s) of Study: Accounting
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    This course is a good introduction to international Accounting Standards which will serve as an excellent refresher for those working in that  arena. Topics include an overview of all the current IAS and IFRS standards. In addition to the overview, the course highlights certain special standards which have had recent updates.

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


    Delivery Method -Group Internet Based Webcast

    Length - 100 minutes of Instruction with 10 minute break

    Revision Date - 11/7/2024

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    Field(s) of Study: Accounting
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    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

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    Field(s) of Study: Accounting
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    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

    Revision Date - 9/18/2025

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    Field(s) of Study: Accounting
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    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
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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

    Revision Date - 8/30/2025

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    Field(s) of Study: Auditing
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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 personal financial statements.
     
    Many practitioners are unaware of the both the risks and requirements related to preparing personal financial statements. 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 potential reporting requirements as well.
     
    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


    Field(s) of Study: Accounting
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    This course provides a comprehensive overview of the accounting for various types of financial instruments under GAAP. Topics include the classifications, where to find guidance, proper valuation, options available, presentation and disclosure. The course groups the various types according to complexity as good, bad and ugly.

    As always, Jeff will include his unique sense of humor to help keep your attention and retain the material. In this case, the theme will be the spaghetti westerns of the 1960s. So hold on to your hat. You’re in for a ride!


    Course Level- Basic

    Delivery Method- Group Internet Based Webcast

    Length- 100 minutes of instruction

    Revision Date: 12/27/2023


    Field(s) of Study: Accounting
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    This course will cover some the issues related to International Financial Accounting.  Topics include a discussion on the IFRS-SME, digital financial reporting, the effect of cryptocurrency on international accounting and the IFRS Sustainability Disclosure Standards.

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


    Delivery Method -Group Internet Based Webcast

    Length - 100 minutes of Instruction with a 10 minute break

    Revision Date - 11/7/2024

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    Field(s) of Study: Accounting
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    The title of this course is the new mantra for the AICPA. With accountants increasingly being sued for deficiencies perceived by clients and attorneys in various engagements, the AICPA has increased its focus on documentation in the accounting and auditing arena. In addition, peer review has revealed a consistent lack of proper documentation.

    In this course, Jeff Sailor will discuss the requirements for a variety of engagements as well as tips for better documentation. You will not only learn the basic requirements, but also the proper theory for exceptional documentation.

    As always, Jeff will bring his truly unique presentation style and include a few of 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- 1/14/25


    Field(s) of Study: Accounting
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    In this webcast, you will learn about the theory of accounting, which dates all the way back to 1494. Using the FASB Conceptual Framework as a starting point, this course will help you make better decisions when preparing financial statements whether they are GAAP or any other basis of accounting.

    In this course, Jeff Sailor will bring his truly unique presentation style to explain what makes financial statements useful, the elements of financial statements, the presentation of financial information and the theory behind good disclosures. Pronouncements. In addition,  Jeff will include 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 - 1/14/25


    Field(s) of Study: Accounting
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    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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    Field(s) of Study: Accounting
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    Through the peer review program, the AICPA has identified risk assessment as a major area of noncompliance for audits. As a result, this will be a major focus area for peer reviews for the next several years and the AICPA has indicated they intend to be very strict on compliance.
     
    In order to prepare for this, Jeff Sailor has created this focused webcast to cover all the major aspects of risk assessment.  Jeff will bring his truly unique presentation style to cover everything you need to know, including proper documentation. In addition, he will include 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- 1/14/25


    Field(s) of Study: Auditing
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