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Joe Helstrom, CPA
Joe has over 30 years of experience as a CPA in both public accounting and industry with extensive experience in financial reporting and analysis, treasury, tax, information technology, and legal and regulatory matters.
This instructor has 34 courses »To Access This Course:
This course is designed to meet the 2-hour CR&R requirement of the Colorado State Board of Accountancy. The course overviews Colorado’s Accountants Practice Act and examines in-depth CCR 705-1: RULES OF THE STATE BOARD OF ACCOUNTANCY. It also covers Colorado State Board of Accountants Policies updates.
Topics Covered:
- Overview of Regulatory Requirements
- Review of Colorado Revised Statutes (as they pertain to accountancy), Board of Accountancy Rules, and Policies
- Legislative changes affecting the accounting profession, as applicable
- State Board of Accountancy and website overview
- Organization and duties of the Board
- Certified Public Accountant Designation
- Proper use - Holding Out
- Types of Certificates
- Status and maintenance of Certificates
- Licensure‚ Examination and Certification
- Continuing Professional Education
- Disclosures
- Names
- Mobility/Practice Privilege and Reciprocity
- Peer Review
- Professional Conduct
- Unlawful Acts
- Accountant/Client Privilege
- Grounds for Disciplinary Action
- Client Records
- Firms, Firm Registration, and Firm Names
Learning Objectives
- Recognize the Colorado statutes and rules that apply to Colorado CPAs.
- Recognize how to apply Colorado statutes and rules that apply to Colorado CPAs in their professional lives.
Last updated/reviewed: June 19, 2021
3 Reviews (8 ratings)Reviews
Anonymous
()
Good review of Colorado CPA requirements as it relates to being a practicing CPA in Colorado. As well as a good overall review of what you need to keep your license active.
Kim Perry
( at Premier Diligence LLC)
I liked the call out boxes and examples. The text was otherwise dry to read through.
Doug Slaybaugh
( at The CPA Coach)
Self-study only. Would have appreciated some dialogue.
Prerequisites
Course Complexity: Foundational
No advanced preparation or prerequisites are required for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .