Disclosure - The Key to Financial Statements (E2010161)

James J. Newhard, CPA James J. Newhard is a Discussion Leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education. Jim is a sole practitioner, licensed as a CPA in Pennsylvania, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation, and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- and medium-size businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peer reviewed practice (quality review certification) and consults for and assists small CPA firms/practitioners in “pre” (preparing for) and “post” (evaluation and remediation) peer review matters for financial statements and SSAE attest engagements, as well as assists as a Quality Review service for preissuance reviews. Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees.