Compilations - Application of the Standard (On-Demand - CPA PRO)
Overview
Participants will learn how to apply CSRS 4200 end-to-end—acceptance and continuance, planning, performance, completion, and reporting—using practical tools, examples, and documentation templates. Participants will work through common scenarios (e.g., basis-of-accounting notes, third-party considerations, withdrawal, and events after issuance) to strengthen quality, efficiency, and consistency across compilation engagements.
Access expires 180 days from purchase date |
Applicable for
- New and experienced practitioners who perform compilation engagements and want practical, template-driven implementation of CSRS 4200.
- Small- and mid-firm professionals seeking consistent quality, documentation, and communication practices.
Learning Objectives
By the end of this course, participants should be able to:
- Explain the scope and core requirements of CSRS 4200 and map them to a firm’s compilation workflow.
- Perform acceptance and continuance procedures, agree engagement terms, and tailor the engagement letter and communications.
- Execute performance work: develop knowledge of the entity, organize work, prepare/review basis-of-accounting notes, and reconcile balances.
- Complete and report on compilation engagements, including management acknowledgements, additional inclusions, and illustrative reporting language.
- Address special situations—withdrawal, facts becoming known after issuance, and third-party use—using clear documentation and decision aids.
Content
Topics include:
- Introduction to CSRS 4200 and “order of events” for a compilation engagement.
- Planning: scope, acceptance/continuance, independence & ethics, professional judgment, quality management, engagement letters, and file indexing.
- Performance: organizing the work, knowledge of the entity, basis-of-accounting note (examples/FAQs), reconciliations, and significant judgments.
- Reporting & completion: file completion, withdrawal, management acknowledgement, reporting elements, additional notes/letters, and events after issuance.
- Resources & implementation: PEG/PACT and other practitioner tools, education references, and firm-level rollout tips.
Course Content Created: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Sara Kuehner, CPA, CAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
- 5
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 7
- Credits
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Compilations - Application of the Standard (On-Demand - CPA PRO)
- 5
- CPD Hours
- 1
- Ethics Hours
- 0
- AML Hours
- 7
- Credits
Overview
Participants will learn how to apply CSRS 4200 end-to-end—acceptance and continuance, planning, performance, completion, and reporting—using practical tools, examples, and documentation templates. Participants will work through common scenarios (e.g., basis-of-accounting notes, third-party considerations, withdrawal, and events after issuance) to strengthen quality, efficiency, and consistency across compilation engagements.
Access expires 180 days from purchase date |
Applicable for
- New and experienced practitioners who perform compilation engagements and want practical, template-driven implementation of CSRS 4200.
- Small- and mid-firm professionals seeking consistent quality, documentation, and communication practices.
Learning Objectives
By the end of this course, participants should be able to:
- Explain the scope and core requirements of CSRS 4200 and map them to a firm’s compilation workflow.
- Perform acceptance and continuance procedures, agree engagement terms, and tailor the engagement letter and communications.
- Execute performance work: develop knowledge of the entity, organize work, prepare/review basis-of-accounting notes, and reconcile balances.
- Complete and report on compilation engagements, including management acknowledgements, additional inclusions, and illustrative reporting language.
- Address special situations—withdrawal, facts becoming known after issuance, and third-party use—using clear documentation and decision aids.
Content
Topics include:
- Introduction to CSRS 4200 and “order of events” for a compilation engagement.
- Planning: scope, acceptance/continuance, independence & ethics, professional judgment, quality management, engagement letters, and file indexing.
- Performance: organizing the work, knowledge of the entity, basis-of-accounting note (examples/FAQs), reconciliations, and significant judgments.
- Reporting & completion: file completion, withdrawal, management acknowledgement, reporting elements, additional notes/letters, and events after issuance.
- Resources & implementation: PEG/PACT and other practitioner tools, education references, and firm-level rollout tips.
Course Content Created: August 2025
The information is current as of the creation or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.Presenter
Sara Kuehner, CPA, CAAbout This Product
On-Demand Courses by CPA PRO are either video recordings from live seminars, or video recordings produced specifically for the on-demand audience. Where available, accompanying materials such as handouts or course notes are included.On-demand courses are eligible for verifiable CPD hours upon successful completion, and a certificate will be made available for download for your records.
Note that some courses comprise both formal instruction and self-directed exercises. In such cases, participants must complete both components to claim full CPD hours, or must reduce their reported CPD hours accordingly.
Please note that not all on-demand courses include downloadable materials such as course notes or slides.
How to get started
After completing your purchase, go to mylms.bccpa.ca. Log in using your CPABC Online Services credentials. Click Go to Your Courses and Materials to access your Learning Center. Select your course title to begin.
Course Dates & Registration
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.