Courses Currently Available On Demand
Browse our selection of high-quality self-study CPE courses designed and delivered by industry experts. If your firm is not an LCvista client, you can still access our entire library by creating a free account with us—only pay for the courses you take.
Trusted by top CPA firms and individual professionals alike, this is your gateway to flexible, engaging learning at a great value.
Additional courses are added regularly.
Independence for CAAS Engagements
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.
Upon completing this course, a learner will be able to:
- Identify CAAS services that can impair independence
- Recognize threats and safeguards to independence due to CAAS engagements
