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Independence Requirements for CAAS Engagements

Overview

Understanding independence is essential for CPAs providing Client Advisory and Accounting Services (CAAS) to attest clients. This course provides a comprehensive overview of the AICPA Code of Professional Conduct, focusing on the guidelines for maintaining independence while delivering CAAS. We'll review the overall independence process and its application to CAAS engagements, followed by an in-depth exploration of specific services, including reconciliations, accounting standard implementation, information system services, bookkeeping, hosting, and payroll services. Attendees will gain clarity on what services are permissible and how to navigate potential independence issues to remain compliant and uphold professional standards.

Objectives

  • Identify CAAS services that can impair independence
  • Recognize threats and safeguards to independence due to CAAS engagements

Highlights

  • CAAS
  • Auditing & Accounting
  • Yellowbook
  • Ethics

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

7065116

2 CPE Credits
Ethics: 2 Credits

Registration

Member Price:
$79
Non-member Price:
$109

Registration is open through 05/31.

Saturday, May 31st

5:00pm to 7:00pm

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Instructor

Melisa Galasso