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or call 352-732-4422.

We can even try to schedule some evenings and weekends.

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Field(s) of Study: Accounting
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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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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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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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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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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
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One of the biggest and most frustrating standard revisions involves the accounting for leases. The new lease standard, in essence, requires all leases to be recognized on the statement of position of lesees.

In this course, Jeff Sailor will bring his truly unique presentation style to explains the standard from beginning to end, including the reasons why the standard was issued. In addition, he will include 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

Revision Date- 12/27/24

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 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

Field(s) of Study: Accounting
  • More Info

    Learning Objectives

    Upon successful completion of this course, the participant should be able to:
    Describe the purpose and objective of peer review
    Identify the two type of peer review
    Describe the process for participating in peer review
    Identify the problem areas in peer review
    Apply proper documentation
    Apply the requirements for a quality control document
    Apply tips for a smooth peer review

    Level

    Basic

    Prerequisites

    Experience in accounting and auditing

    Advanced Preparation

    None

  • Events
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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 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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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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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
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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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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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The Auditing Standards Board has recently changed the standards for quality in accounting firms by replacing the old SQCS 8 with a brand new set of standards: SQMS 1, SQMS 2, SAS 146 and SSARS 26 (issued by the ARSC). These new standards require that all firms with an accounting and auditing practice put into  place a system of quality management. This means that even if you only perform a single compilation engagement, you are required to implement this system. 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 this new requirement. 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 - 100 minutes of instruction

Revision Date - 12/27/24

Field(s) of Study: Auditing
  • More Info

    Learning Objectives

    • Identify the 8 components of a system of quality management
    • Identify the additional requirements for a system of quality management
    • Apply the standards for determining when an engagement quality review will be necessary
    • Describe the requirements for the conduct of an engagement quality review
    • Apply the control standards in the performance of audits and other attestation engagement
    • Apply the control standards in the performance of SSARS engagements

    Level

    Basic

    Prerequisites

    None

    Advanced Preparation

    None

  • Events
    August 1, 2025 @ 2:00 PM - ET Your System of Quality Management - Clone - Clone
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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


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Field(s) of Study: Accounting
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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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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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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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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
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(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
  • More Info

    Learning Objectives

    • Identify proper application of the provisions of SSARS 
    • Implement a system of quality management using the AICPA Practice Aid
    • Identify reporting requirements for compilations and reviews.
    • Apply the provisions of the AICPA practice aid for preparation engagements
    • Apply the provisions of the AICPA Practice Aid for review analytical procedures
    • Apply the provisions for the compilation of financial statements
    • Describe peer review problem areas
    • Apply better practice skills

    Level

    Update

    Prerequisites

    Basic understanding of accounting

    Advanced Preparation

    None

  • Events
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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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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

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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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 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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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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(NOTE: This is an expanded version of the Audit 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 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. Special attention will be placed on the provisions most important for compliance, including documentation. We will also discuss some troublesome topics as well as other reporting topics. As a bonus, we will include our 2024 “Focus on Fraud”. In this edition, we will discuss what happened at Theranos as well as some other cases.


Course Level - Update

Delivery Method - Group Internet Based Webcast

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

Revision Date - 7/26/24


Field(s) of Study: Auditing
  • More Info

    Learning Objectives

    • Apply the provisions for auditing accounting estimates
    • Apply the provisions for audit evidence
    • Apply the provisions for  risk assessment
    • Describe peer review problem areas
    • Apply better practice skills for documentation
    • Describe the fraud that happened at Theranos

    Level

    Update

    Prerequisites

    basic understanding of auditing

    Advanced Preparation

    None

  • Events
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Not-for-profit accounting is a specialized area of GAAP which has recently changed significantly. This course will take an in-depth look at all aspects of this topic from determining the nature of a contribution to presentation and disclosures. As always, Jeff will include his personal brand of humor to keep the webcast moving.

Course Level- Basic

Delivery Method- Group Internet Based Webcast
Length- 150 minutes of instruction
Revision Date- 12/27/24

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Field(s) of Study: Accounting
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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

Promotional Snippet


Field(s) of Study: Accounting
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