Self-Study Video

Step by Step: Agreed Upon Procedures: (Self-Study Video)

2 Credits: Accounting


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

 Secure Transaction

Step by Step: Agreed Upon Procedures: (Self-Study Video)

Self-Study Video
Course Level
CPE Credits

2 Credits: Accounting

Course Description

Jeff Sailor’s course on Agreed-Upon Procedures Engagements (AUPEs) under SSAE 19 is a must-have for accounting professionals seeking to enhance their expertise in bespoke client services. This course stands out by offering direct insights into the practical application of AUPEs, which allows for more customized and less risky client engagements. Participants will gain a comprehensive understanding of how to conduct AUPEs effectively, from describing their purpose to applying the latest provisions of SSAE 19. Additionally, the course highlights critical dos and don’ts, such as avoiding specific language in reports and maintaining proper documentation. Jeff’s engaging teaching approach, combined with his unique blend of humor and illustrative video parodies, ensures that participants not only learn but also retain crucial information, making this course both informative and enjoyable.

Show More
Show Less

Learning Objectives

Upon successful completion of this course, the participant should be able to:

  • Describe the purpose of an agreed-upon procedures engagement
  • Identify various options for AUPE
  • Apply the provisions for performing an AUPE
  • Identify language to be avoided when reporting
  • Apply proper documentation
Show More
Show Less

Course Specifics

Course ID
Revision Date
November 29, 2021


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CMA Notice: Western CPE makes every attempt to maintain our CMA CPE library, to ensure a course meets your continuing education requirements please visit Insitute of Management Accountants (IMA)

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Jeff Sailor Headshot

Jeff Sailor, CPA, received a master’s degree in accounting from the University of Florida. Upon graduation, he joined the auditing staff at Peat Marwick in Jacksonville, Florida, where he worked on a large number of national accounts. Jeff has managed his own accounting firm in Ocala, Florida, since 1984. During that time, he has also developed unique auditing approaches and auditing software. Since 1992, Jeff has been teaching accounting and auditing courses he developed to combat traditional “boring CPE.” Using a variety of creative teaching methods sprinkled with humorous video spoofs, Jeff is able to combine his in-depth accounting insights …

Jeff Sailor, CPA Read More »