Self-Study Video

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

2 Credits: Accounting


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

Self-Study Video
Course Level
CPE Credits

2 Credits: Accounting

Course Description

Jeff Sailor’s Step by Step Series was created to tackle various A&A topics using a practical approach, rather than simply going through the standards as they were written. This course will cover the new requirements under SSAE 19 for Agreed-Upon Procedures engagements.

AUPEs are a great tool for meeting your client’s needs without traditional reporting. They provide almost endless options for services with very little exposure. This is due to the fact that an AUPE has no conclusion or opinion. Instead, the users are left to form their own opinions as the practitioner simply reports the procedures performed and the findings. Jeff will walk you step by step through the entire process.

In addition to the material, Jeff will include his unique perspective and humor, including his signature video parodies, which are designed to keep you awake and reinforce the material.

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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
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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 …

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