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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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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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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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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
  • More Info

    Learning Objectives

    Identify the new audit standards and requirements

    Describe the new definition for “Materiality”

    Apply the provisions for the new audit report

    Apply the provisions for going concern

    Describe the new communications to Those Charged with Governance

    Apply the new procedures related to communications

    Apply the new provisions related to Other Information Included in Annual Reports


    Level

    Update

    Prerequisites

    Basic understanding of auditing

    Advanced Preparation

    None

  • Events
    August 2, 2025 @ 9:00 AM - ET The Audit Communication Standards
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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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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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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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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
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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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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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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
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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 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
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This course is a good introduction to the specialized accounting for the hospitality industry. Topics will include an introduction to hospitality accounting and a detailed look at the USALI structure. 

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

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

Field(s) of Study: Accounting
  • 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

  • Events
    August 2, 2025 @ 1:00 PM - ET Hospitality Accounting - KPIs, Budgeting & Internal Control
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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

Revision Date - 1/14/25

Field(s) of Study: Regulatory Ethics
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Analytical procedures are both required and suggested by various standards. They are required for review and audit engagements. A closely related topic is critical thinking skills, which is an area targeted in the AICPA’s Enhancing Audit  Quality Initiative.

In this in-depth course, Jeff Sailor will bring his truly unique presentation style to cover the most important aspects of performing analytical procedures as well as provide insight on critical thinking skills and how to improve your personal skills.. 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- 12/27/24


Field(s) of Study: Auditing
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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


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 the history of IFRS, cultural aspects that affect the standards, the structure of the standards and the OFRS conceptual framework. It will also cover the requirements for an entity’s first time application of IFRS.

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


Field(s) of Study: Accounting
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The AICPA created the Enhancing Audit Quality Initiative to assist auditor with various trouble issues. The initiative involves assessing feedback from peer reviews and other sources to determine the root of the problem. The AICPA then works to assist auditors with correcting the issues.

This course will cover the concept as well as discuss various problem areas being worked on. It will highlight issues auditors may be facing and provide guidance for correction as well as free resources available.

As in all his courses, Jeff will include his unique perspective and sense of 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- 1/14/25


Field(s) of Study: Auditing
  • More Info

    Learning Objectives

    • Describe the Audit Quality Initiative
    • Identify the key matters to be worked on
    • Identify peer review pitfalls
    • Apply the resources available

    Level

    Basic

    Prerequisites

    Experience in auditing

    Advanced Preparation

    None

  • Events
    July 31, 2025 @ 3:00 PM - ET Enhancing Audit Quality
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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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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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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 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


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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One of the most common questions in seminars is, “Where do I go to find the guidance for that?” In this course, Jeff Sailor will walk you through exactly how to find the answers to most all your accounting and reporting questions. This is a very detailed descriptive course which will show actual steps to find answers through authoritative, free internet sources. Areas of research will include accounting, both GAAP and special purpose frameworks, reporting at various levels of assurance, quality control and ethics. 

In addition, Jeff will bring his truly unique presentation style and include a few humorous extras 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- 9/10/20


Field(s) of Study: Accounting
  • More Info

    Learning Objectives

    • Identify the sources of authoritative accounting guidance for GAAP and Special Purpose Frameworks
    • Identify the sources of authoritative reporting guidance for preparations, compilations, reviews, audits and SSAE engagements
    • Identify the sources of authoritative guidance for ethics
    • Identify the sources of authoritative guidance for quality control
    • Apply online research techniques for accounting requirements
    • Apply online research techniques for reporting requirements
    • Apply online research techniques for firm quality control requirements
    • Apply online research techniques for ethics requirements

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

  • Events
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The accounting for credit losses has changed drastically as the result of ASU 2016-13. Some practitioners believe that this update only applies to financial institutions, but it not only applies, but will also have a major impact on most other entities as well.
 
In this course, Jeff explains the new concept of CECL and how it is used to account for credit losses. The focus of this course will be on the accounting while including just enough finance information for the standard to make sense. In addition, he will provide advice on how to coordinate the efforts of the accounting staff with that of the finance department.
 
As in all his courses, Jeff will include some levity to help you stay focused.


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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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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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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